Dougherty Wealth Advisers’s Merck MRK Stock Holding History

Dougherty Wealth Advisers’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	–	Sell	-500	Closed	-$52.6K	–	117
2025 Q4	$52.6K	Hold	500	–	–	0.03%	82
2025 Q3	$42K	Hold	500	–	–	0.03%	88
2025 Q2	$39.6K	Hold	500	–	–	0.03%	89
2025 Q1	$44.9K	Hold	500	–	–	0.03%	84
2024 Q4	$49.7K	Hold	500	–	–	0.04%	82
2024 Q3	$56.8K	Hold	500	–	–	0.05%	76
2024 Q2	$61.9K	Hold	500	–	–	0.05%	69
2024 Q1	$66K	Hold	500	–	–	0.06%	69
2023 Q4	$54.5K	Hold	500	–	–	0.05%	78
2023 Q3	$51.5K	Hold	500	–	–	0.06%	74
2023 Q2	$57.7K	Hold	500	–	–	0.08%	74
2023 Q1	$53.2K	Hold	500	–	–	0.08%	78
2022 Q4	$55.5K	Hold	500	–	–	0.09%	81
2022 Q3	$43K	Hold	500	–	–	0.09%	82
2022 Q2	$46K	Hold	500	–	–	0.09%	86
2022 Q1	$41K	Hold	500	–	–	0.06%	97
2021 Q4	$38K	Hold	500	–	–	0.05%	109
2021 Q3	$38K	Hold	500	–	–	0.06%	105
2021 Q2	$39K	Sell	500 -24	-5%	-$1.78K	0.06%	104
2021 Q1	$39K	Hold	524	–	–	0.06%	105
2020 Q4	$41K	Hold	524	–	–	0.06%	112
2020 Q3	$41K	Hold	524	–	–	0.14%	109
2020 Q2	$39K	Hold	524	–	–	0.14%	109
2020 Q1	$38K	Hold	524	–	–	0.15%	108
2019 Q4	$45K	Hold	524	–	–	0.14%	122
2019 Q3	$42K	Hold	524	–	–	0.14%	118
2019 Q2	$42K	Hold	524	–	–	0.12%	137
2019 Q1	$42K	Hold	524	–	–	0.14%	119
2018 Q4	$38K	Buy	+524	New	+$37K	0.13%	127

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

Dougherty Wealth Advisers's MRK Position: Q1 2026 in Review

Dougherty Wealth Advisers sold out of Merck (MRK) in Q1 2026, closing a stake of 500 shares — an estimated $52.6K sold.

Dougherty Wealth Advisers first reported a position in MRK in Q4 2018 and held it in 29 quarters. The position peaked at $66K in Q1 2024. 3,776 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

Dougherty Wealth Advisers reported no remaining Merck position as of Q1 2026 after selling out during the quarter.
Dougherty Wealth Advisers sold 500 Merck shares in Q1 2026, an estimated $52.6K.
Dougherty Wealth Advisers first reported a position in Merck in Q4 2018 and held it in 29 quarters.
Dougherty Wealth Advisers's Merck position peaked at $66K in Q1 2024.
3,776 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Dougherty Wealth Advisers's 13F filing for Q1 2026, filed 21 Apr 2026.