Dakota Wealth Management’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $28.1M | Buy |
233,345
+52,548
| +29% | +$6.07M | 0.61% | 42 |
|
|
2025
Q4 | $19M | Buy |
180,797
+149,486
| +477% | +$14M | 0.34% | 57 |
|
|
2025
Q3 | $2.63M | Sell |
31,311
-4,634
| -13% | -$382K | 0.05% | 218 |
|
|
2025
Q2 | $2.85M | Buy |
35,945
+114
| +0.3% | +$9.06K | 0.06% | 218 |
|
|
2025
Q1 | $3.22M | Sell |
35,831
-3,766
| -10% | -$352K | 0.08% | 195 |
|
|
2024
Q4 | $3.94M | Sell |
39,597
-42,660
| -52% | -$4.4M | 0.09% | 177 |
|
|
2024
Q3 | $9.34M | Buy |
82,257
+6,968
| +9% | +$828K | 0.21% | 97 |
|
|
2024
Q2 | $9.32M | Buy |
75,289
+2,997
| +4% | +$386K | 0.22% | 94 |
|
|
2024
Q1 | $9.54M | Buy |
72,292
+19,874
| +38% | +$2.45M | 0.24% | 93 |
|
|
2023
Q4 | $5.72M | Sell |
52,418
-845
| -2% | -$87.7K | 0.22% | 110 |
|
|
2023
Q3 | $5.48M | Sell |
53,263
-78,994
| -60% | -$8.51M | 0.24% | 105 |
|
|
2023
Q2 | $15.3M | Buy |
132,257
+13,040
| +11% | +$1.48M | 0.72% | 32 |
|
|
2023
Q1 | $12.7M | Buy |
119,217
+96,819
| +432% | +$10.5M | 0.85% | 26 |
|
|
2022
Q4 | $2.49M | Buy |
22,398
+956
| +4% | +$97.7K | 0.18% | 132 |
|
|
2022
Q3 | $1.85M | Sell |
21,442
-1,440
| -6% | -$129K | 0.15% | 153 |
|
|
2022
Q2 | $2.09M | Sell |
22,882
-12,572
| -35% | -$1.11M | 0.19% | 128 |
|
|
2022
Q1 | $2.91M | Sell |
35,454
-47,834
| -57% | -$3.77M | 0.24% | 116 |
|
|
2021
Q4 | $6.38M | Sell |
83,288
-12,396
| -13% | -$987K | 0.67% | 37 |
|
|
2021
Q3 | $7.19M | Buy |
95,684
+92,480
| +2,886% | +$7.03M | 0.83% | 26 |
|
|
2021
Q2 | $249K | Sell |
3,204
-509
| -14% | -$37.9K | 0.03% | 300 |
|
|
2021
Q1 | $273K | Sell |
3,713
-9,353
| -72% | -$690K | 0.04% | 270 |
|
|
2020
Q4 | $1.02M | Buy |
13,066
+4,458
| +52% | +$341K | 0.13% | 144 |
|
|
2020
Q3 | $681K | Sell |
8,608
-30,727
| -78% | -$2.41M | 0.11% | 146 |
|
|
2020
Q2 | $2.9M | Sell |
39,335
-13,835
| -26% | -$1.04M | 0.5% | 59 |
|
|
2020
Q1 | $3.9M | Sell |
53,170
-9,902
| -16% | -$778K | 0.85% | 35 |
|
|
2019
Q4 | $5.47M | Buy |
63,072
+5,396
| +9% | +$443K | 0.88% | 32 |
|
|
2019
Q3 | $4.63M | Buy |
57,676
+24,014
| +71% | +$1.92M | 0.8% | 36 |
|
|
2019
Q2 | $2.69M | Sell |
33,662
-607
| -2% | -$46.5K | 0.52% | 54 |
|
|
2019
Q1 | $2.72M | Sell |
34,269
-700
| -2% | -$52.4K | 0.54% | 51 |
|
|
2018
Q4 | $2.38M | Buy |
34,969
+34
| +0.1% | +$2.4K | 0.54% | 48 |
|
|
2018
Q3 | $2.37M | Buy |
34,935
+26,770
| +328% | +$1.71M | 0.53% | 49 |
|
|
2018
Q2 | $473K | Buy |
+8,165
| New | +$461K | 0.13% | 130 |
|
Other funds holding MRK
VCM
VPM
Dakota Wealth Management's MRK Position: Q1 2026 in Review
Dakota Wealth Management increased its Merck (MRK) stake by 29% in Q1 2026, buying an estimated $6.07M and bringing the position to 233,345 shares worth $28.1M. The position accounts for 0.61% of the portfolio, ranked #42.
Dakota Wealth Management first reported a position in MRK in Q2 2018 and has held it in 32 quarters since. 3,779 funds tracked by Wall St. Rank hold MRK as of Q1 2026.
- Dakota Wealth Management held 233,345 shares of Merck worth $28.1M as of Q1 2026.
- Dakota Wealth Management bought 52,548 Merck shares in Q1 2026, an estimated $6.07M.
- Merck made up 0.61% of Dakota Wealth Management's portfolio in Q1 2026, its #42 holding.
- Dakota Wealth Management first reported a position in Merck in Q2 2018 and has held it in 32 quarters since.
- 3,779 funds tracked by Wall St. Rank held Merck as of Q1 2026.
Based on Dakota Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.