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Curran Financial Partners’s Merck MRK Stock Holding History

Curran Financial Partners’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 		$327K Buy
2,721
+41
+2% +$4.73K 0.06% 98
2025
Q4 		$282K Sell
2,680
-99
-4% -$9.29K 0.05% 105
2025
Q3 		$233K Sell
2,779
-55
-2% -$4.53K 0.05% 120
2025
Q2 		$224K Sell
2,834
-222
-7% -$17.6K 0.05% 111
2025
Q1 		$274K Buy
+3,056
New +$285K 0.07% 81
2024
Q4 		– Sell
-2,076
Closed -$236K – 98
2024
Q3 		$236K Buy
2,076
+134
+7% +$15.9K 0.07% 83
2024
Q2 		$240K Buy
1,942
+37
+2% +$4.77K 0.08% 79
2024
Q1 		$251K Hold
1,905
– – 0.09% 73
2023
Q4 		$227K Buy
+1,905
New +$198K 0.09% 73
2023
Q3 		– Sell
-1,921
Closed -$222K – 79
2023
Q2 		$222K Sell
1,921
-1
-0.1% -$114 0.1% 69
2023
Q1 		$204K Buy
+1,922
New +$208K 0.1% 64

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

Curran Financial Partners's MRK Position: Q1 2026 in Review

Curran Financial Partners increased its Merck (MRK) stake by 1.5% in Q1 2026, buying an estimated $4.73K and bringing the position to 2,721 shares worth $327K. The position accounts for 0.06% of the portfolio, ranked #98.

Curran Financial Partners first reported a position in MRK in Q1 2023 and has held it in 11 quarters since. 3,777 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Curran Financial Partners held 2,721 shares of Merck worth $327K as of Q1 2026.
  • Curran Financial Partners bought 41 Merck shares in Q1 2026, an estimated $4.73K.
  • Merck made up 0.06% of Curran Financial Partners's portfolio in Q1 2026, its #98 holding.
  • Curran Financial Partners first reported a position in Merck in Q1 2023 and has held it in 11 quarters since.
  • 3,777 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Curran Financial Partners's 13F filing for Q1 2026, filed 15 Apr 2026.