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Cura Wealth Advisors’s Merck MRK Stock Holding History

Cura Wealth Advisors’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 		$314K Sell
2,610
-587
-18% -$67.8K 0.14% 86
2025
Q4 		$337K Buy
3,197
+491
+18% +$46.1K 0.13% 85
2025
Q3 		$227K Buy
+2,706
New +$223K 0.09% 109

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

Cura Wealth Advisors's MRK Position: Q1 2026 in Review

Cura Wealth Advisors reduced its Merck (MRK) stake by 18% in Q1 2026, selling an estimated $67.8K and leaving 2,610 shares worth $314K. The position accounts for 0.14% of the portfolio, ranked #86.

Cura Wealth Advisors first reported a position in MRK in Q3 2025 and has held it in 3 quarters since. The position peaked at $337K in Q4 2025. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Cura Wealth Advisors held 2,610 shares of Merck worth $314K as of Q1 2026.
  • Cura Wealth Advisors sold 587 Merck shares in Q1 2026, an estimated $67.8K.
  • Merck made up 0.14% of Cura Wealth Advisors's portfolio in Q1 2026, its #86 holding.
  • Cura Wealth Advisors first reported a position in Merck in Q3 2025 and has held it in 3 quarters since.
  • Cura Wealth Advisors's Merck position peaked at $337K in Q4 2025.
  • 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Cura Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.