Elwood & Goetz Wealth Advisory Group’s Merck MRK Stock Holding History

Elwood & Goetz Wealth Advisory Group’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	$222K	Buy	+1,843	New	+$213K	0.04%	132
2025 Q1	–	Sell	-3,410	Closed	-$339K	–	103
2024 Q4	$339K	Buy	3,410 +8	+0.2%	+$825	0.08%	68
2024 Q3	$386K	Hold	3,402	–	–	0.1%	64
2024 Q2	$421K	Hold	3,402	–	–	0.12%	48
2024 Q1	$449K	Buy	3,402 +400	+13%	+$49.3K	0.11%	52
2023 Q4	$327K	Buy	3,002 +122	+4%	+$12.7K	0.07%	62
2023 Q3	$296K	Buy	+2,880	New	+$310K	0.07%	59

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

Elwood & Goetz Wealth Advisory Group's MRK Position: Q1 2026 in Review

Elwood & Goetz Wealth Advisory Group opened a new position in Merck (MRK) in Q1 2026: 1,843 shares worth $222K. The stake represents 0.04% of the portfolio and ranks #132 among its holdings. This is a return to the name: Elwood & Goetz Wealth Advisory Group previously reported a position in MRK as recently as Q4 2024.

Elwood & Goetz Wealth Advisory Group first reported a position in MRK in Q3 2023 and has held it in 7 quarters since. The position peaked at $449K in Q1 2024. 3,779 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

Elwood & Goetz Wealth Advisory Group held 1,843 shares of Merck worth $222K as of Q1 2026.
Merck was a new Elwood & Goetz Wealth Advisory Group position in Q1 2026.
Merck made up 0.04% of Elwood & Goetz Wealth Advisory Group's portfolio in Q1 2026, its #132 holding.
Elwood & Goetz Wealth Advisory Group first reported a position in Merck in Q3 2023 and has held it in 7 quarters since.
Elwood & Goetz Wealth Advisory Group's Merck position peaked at $449K in Q1 2024.
3,779 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q1 2026, filed 1 May 2026.