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CreativeOne Wealth’s Merck MRK Stock Holding History

CreativeOne 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 		$5.38M Sell
44,687
-1,369
-3% -$158K 0.12% 159
2025
Q4 		$4.85M Sell
46,056
-1,559
-3% -$146K 0.12% 158
2025
Q3 		$4M Buy
47,615
+6,484
+16% +$534K 0.1% 195
2025
Q2 		$3.26M Buy
41,131
+2,680
+7% +$213K 0.09% 221
2025
Q1 		$3.45M Buy
38,451
+7,115
+23% +$664K 0.1% 189
2024
Q4 		$3.12M Buy
31,336
+6,886
+28% +$710K 0.1% 193
2024
Q3 		$2.78M Buy
24,450
+13,324
+120% +$1.58M 0.09% 207
2024
Q2 		$1.38M Sell
11,126
-5,429
-33% -$699K 0.07% 257
2024
Q1 		$2.18M Buy
16,555
+7,765
+88% +$957K 0.09% 218
2023
Q4 		$958K Sell
8,790
-735
-8% -$76.3K 0.06% 258
2023
Q3 		$981K Sell
9,525
-30,406
-76% -$3.28M 0.07% 241
2023
Q2 		$4.61M Buy
39,931
+464
+1% +$52.7K 0.21% 87
2023
Q1 		$4.2M Buy
39,467
+10,317
+35% +$1.11M 0.21% 90
2022
Q4 		$3.23M Buy
29,150
+2,659
+10% +$272K 0.18% 108
2022
Q3 		$2.28M Buy
26,491
+10,418
+65% +$930K 0.14% 130
2022
Q2 		$1.47M Sell
16,073
-121
-0.7% -$10.7K 0.08% 200
2022
Q1 		$1.33M Sell
16,194
-654
-4% -$51.6K 0.07% 228
2021
Q4 		$1.29M Buy
16,848
+2,141
+15% +$171K 0.06% 247
2021
Q3 		$1.1M Sell
14,707
-2,076
-12% -$158K 0.06% 253
2021
Q2 		$1.3M Buy
16,783
+1,441
+9% +$107K 0.08% 201
2021
Q1 		$1.13M Buy
15,342
+656
+4% +$48.4K 0.09% 189
2020
Q4 		$1.15M Buy
+14,686
New +$1.12M 0.1% 166
2019
Q2 		– Sell
-2,524
Closed -$200K – 177
2019
Q1 		$200K Buy
+2,524
New +$189K 0.05% 127

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

CreativeOne Wealth's MRK Position: Q1 2026 in Review

CreativeOne Wealth reduced its Merck (MRK) stake by 3% in Q1 2026, selling an estimated $158K and leaving 44,687 shares worth $5.38M. The position accounts for 0.12% of the portfolio, ranked #159.

CreativeOne Wealth first reported a position in MRK in Q1 2019 and has held it in 23 quarters since. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • CreativeOne Wealth held 44,687 shares of Merck worth $5.38M as of Q1 2026.
  • CreativeOne Wealth sold 1,369 Merck shares in Q1 2026, an estimated $158K.
  • Merck made up 0.12% of CreativeOne Wealth's portfolio in Q1 2026, its #159 holding.
  • CreativeOne Wealth first reported a position in Merck in Q1 2019 and has held it in 23 quarters since.
  • 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

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