Empower Advisory Group
MRK icon

Empower Advisory Group’s Merck MRK Stock Holding History

Empower 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 		$20.3M Sell
168,610
-30,301
-15% -$3.5M 0.05% 137
2025
Q4 		$20.9M Buy
198,911
+31,638
+19% +$2.97M 0.06% 141
2025
Q3 		$14M Buy
167,273
+376
+0.2% +$31K 0.04% 148
2025
Q2 		$13.2M Buy
166,897
+11,043
+7% +$878K 0.04% 152
2025
Q1 		$14M Buy
155,854
+15,342
+11% +$1.43M 0.05% 145
2024
Q4 		$14M Buy
140,512
+1,287
+0.9% +$133K 0.05% 147
2024
Q3 		$15.8M Sell
139,225
-192
-0.1% -$22.8K 0.05% 137
2024
Q2 		$17.3M Sell
139,417
-3,052
-2% -$393K 0.06% 131
2024
Q1 		$18.8M Sell
142,469
-3,911
-3% -$482K 0.07% 126
2023
Q4 		$16M Sell
146,380
-5,476
-4% -$568K 0.06% 140
2023
Q3 		$15.6M Buy
151,856
+1,573
+1% +$170K 0.07% 129
2023
Q2 		$17.3M Sell
150,283
-4,121
-3% -$468K 0.07% 130
2023
Q1 		$16.8M Buy
+154,404
New +$16.7M 0.08% 131

Other funds holding MRK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Empower Advisory Group's MRK Position: Q1 2026 in Review

Empower Advisory Group reduced its Merck (MRK) stake by 15% in Q1 2026, selling an estimated $3.5M and leaving 168,610 shares worth $20.3M. The position accounts for 0.05% of the portfolio, ranked #137.

Empower Advisory Group first reported a position in MRK in Q1 2023 and has held it in 13 quarters since. The position peaked at $20.9M in Q4 2025. 3,777 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Empower Advisory Group held 168,610 shares of Merck worth $20.3M as of Q1 2026.
  • Empower Advisory Group sold 30,301 Merck shares in Q1 2026, an estimated $3.5M.
  • Merck made up 0.05% of Empower Advisory Group's portfolio in Q1 2026, its #137 holding.
  • Empower Advisory Group first reported a position in Merck in Q1 2023 and has held it in 13 quarters since.
  • Empower Advisory Group's Merck position peaked at $20.9M in Q4 2025.
  • 3,777 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Empower Advisory Group's 13F filing for Q1 2026, filed 14 May 2026.