Dynasty Wealth Management’s Merck MRK Stock Holding History

Dynasty 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	$1.27M	Sell	10,527 -1,764	-14%	-$204K	0.01%	162
2025 Q4	$1.29M	Buy	12,291 +143	+1%	+$13.4K	0.01%	167
2025 Q3	$1.02M	Buy	+12,148	New	+$1M	0.01%	163
2025 Q1	–	Sell	-4,826	Closed	-$480K	–	261
2024 Q4	$480K	Buy	+4,826	New	+$498K	0.01%	205
2018 Q4	–	Sell	-6,824	Closed	-$462K	–	66
2018 Q3	$462K	Buy	+6,824	New	+$435K	0.59%	44
2018 Q1	–	Sell	-3,742	Closed	-$201K	–	84
2017 Q4	$201K	Buy	+3,742	New	+$207K	0.35%	90

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

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

Dynasty Wealth Management reduced its Merck (MRK) stake by 14% in Q1 2026, selling an estimated $204K and leaving 10,527 shares worth $1.27M. The position accounts for 0.01% of the portfolio, ranked #162.

Dynasty Wealth Management first reported a position in MRK in Q4 2017 and has held it in 6 quarters since. The position peaked at $1.29M in Q4 2025. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

Dynasty Wealth Management held 10,527 shares of Merck worth $1.27M as of Q1 2026.
Dynasty Wealth Management sold 1,764 Merck shares in Q1 2026, an estimated $204K.
Merck made up 0.01% of Dynasty Wealth Management's portfolio in Q1 2026, its #162 holding.
Dynasty Wealth Management first reported a position in Merck in Q4 2017 and has held it in 6 quarters since.
Dynasty Wealth Management's Merck position peaked at $1.29M in Q4 2025.
3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Dynasty Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.