Curio Wealth’s Merck MRK Stock Holding History

Curio 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	$43.4K	Buy	361 +16	+5%	+$1.85K	0.01%	138
2025 Q4	$36.7K	Hold	345	–	–	0.01%	157
2025 Q3	$29K	Sell	345 -529	-61%	-$43.6K	0.01%	140
2025 Q2	$69.2K	Buy	874 +872	+43,600%	+$69.3K	0.03%	113
2025 Q1	$86.9K	Sell	2 -872	-100%	-$81.4K	0.05%	105
2024 Q4	$86.9K	Buy	+874	New	+$90.1K	0.05%	102

Other funds holding MRK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Curio Wealth's MRK Position: Q1 2026 in Review

Curio Wealth increased its Merck (MRK) stake by 4.6% in Q1 2026, buying an estimated $1.85K and bringing the position to 361 shares worth $43.4K. The position accounts for 0.01% of the portfolio, ranked #138.

Curio Wealth first reported a position in MRK in Q4 2024 and has held it in 6 quarters since. The position peaked at $86.9K in Q1 2025. 3,779 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

Curio Wealth held 361 shares of Merck worth $43.4K as of Q1 2026.
Curio Wealth bought 16 Merck shares in Q1 2026, an estimated $1.85K.
Merck made up 0.01% of Curio Wealth's portfolio in Q1 2026, its #138 holding.
Curio Wealth first reported a position in Merck in Q4 2024 and has held it in 6 quarters since.
Curio Wealth's Merck position peaked at $86.9K in Q1 2025.
3,779 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Curio Wealth's 13F filing for Q1 2026, filed 12 May 2026.