Corient Private Wealth
MRK icon

Corient Private Wealth’s Merck MRK Stock Holding History

Corient Private Wealth’s Portfolio MRK Stock Details MRK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$291M Sell
2,428,276
-5,215,512
-68% -$602M 0.42% 44
2025
Q4 		$749M Buy
7,643,788
+5,216,722
+215% +$490M 0.5% 32
2025
Q3 		$203M Sell
2,427,066
-2,510,882
-51% -$207M 0.32% 60
2025
Q2 		$391M Buy
4,937,948
+2,277,088
+86% +$181M 0.52% 29
2025
Q1 		$239M Sell
2,660,860
-454,904
-15% -$42.5M 0.39% 54
2024
Q4 		$310M Sell
3,115,764
-583,104
-16% -$60.1M 0.51% 37
2024
Q3 		$420M Buy
3,698,868
+204,837
+6% +$24.3M 0.66% 28
2024
Q2 		$433M Sell
3,494,031
-95,209
-3% -$12.3M 0.75% 24
2024
Q1 		$474M Buy
3,589,240
+32,978
+0.9% +$4.06M 0.84% 20
2023
Q4 		$388M Buy
3,556,262
+230,196
+7% +$23.9M 0.71% 28
2023
Q3 		$342M Buy
3,326,066
+77,673
+2% +$8.37M 0.79% 23
2023
Q2 		$375M Buy
3,248,393
+802,025
+33% +$91.1M 0.86% 21
2023
Q1 		$260M Buy
2,446,368
+705,674
+41% +$76.2M 0.7% 30
2022
Q4 		$193M Buy
+1,740,694
New +$178M 0.7% 28

Other funds holding MRK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Corient Private Wealth's MRK Position: Q1 2026 in Review

Corient Private Wealth reduced its Merck (MRK) stake by 68% in Q1 2026, selling an estimated $602M and leaving 2,428,276 shares worth $291M. The position accounts for 0.42% of the portfolio, ranked #44.

Corient Private Wealth first reported a position in MRK in Q4 2022 and has held it in 14 quarters since. The position peaked at $749M in Q4 2025. 3,777 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Corient Private Wealth held 2,428,276 shares of Merck worth $291M as of Q1 2026.
  • Corient Private Wealth sold 5,215,512 Merck shares in Q1 2026, an estimated $602M.
  • Merck made up 0.42% of Corient Private Wealth's portfolio in Q1 2026, its #44 holding.
  • Corient Private Wealth first reported a position in Merck in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's Merck position peaked at $749M in Q4 2025.
  • 3,777 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.