Diversify Wealth Management’s Merck MRK Stock Holding History

Diversify Wealth Management’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	$2.95M	Buy	26,577 +18,800	+242%	+$2.17M	0.05%	273
2025 Q4	$842K	Sell	7,777 -5,954	-43%	-$559K	0.04%	351
2025 Q3	$1.13M	Sell	13,731 -24,300	-64%	-$2M	0.07%	259
2025 Q2	$3.05M	Buy	38,031 +6,897	+22%	+$548K	0.19%	143
2025 Q1	$2.64M	Buy	31,134 +10,839	+53%	+$1.01M	0.2%	140
2024 Q4	$2.01M	Buy	20,295 +6,824	+51%	+$704K	0.16%	158
2024 Q3	$1.43M	Buy	13,471 +1,935	+17%	+$230K	0.14%	163
2024 Q2	$1.3M	Buy	+11,536	New	+$1.49M	0.16%	136

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

Diversify Wealth Management's MRK Position: Q1 2026 in Review

Diversify Wealth Management increased its Merck (MRK) stake by 242% in Q1 2026, buying an estimated $2.17M and bringing the position to 26,577 shares worth $2.95M. The position accounts for 0.05% of the portfolio, ranked #273.

Diversify Wealth Management first reported a position in MRK in Q2 2024 and has held it in 8 quarters since. The position peaked at $3.05M in Q2 2025. 3,778 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

Diversify Wealth Management held 26,577 shares of Merck worth $2.95M as of Q1 2026.
Diversify Wealth Management bought 18,800 Merck shares in Q1 2026, an estimated $2.17M.
Merck made up 0.05% of Diversify Wealth Management's portfolio in Q1 2026, its #273 holding.
Diversify Wealth Management first reported a position in Merck in Q2 2024 and has held it in 8 quarters since.
Diversify Wealth Management's Merck position peaked at $3.05M in Q2 2025.
3,778 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.