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Ethos Financial Group’s Merck MRK Stock Holding History

Ethos Financial 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 		$991K Buy
8,144
+16
+0.2% +$1.85K 0.07% 198
2025
Q4 		$863K Buy
8,128
+1,664
+26% +$156K 0.06% 212
2025
Q3 		$548K Sell
6,464
-177
-3% -$14.6K 0.04% 255
2025
Q2 		$531K Sell
6,641
-482
-7% -$38.3K 0.05% 250
2025
Q1 		$714K Hold
7,123
– – 0.07% 184
2024
Q4 		$714K Buy
7,123
+864
+14% +$89.1K 0.09% 126
2024
Q3 		$716K Sell
6,259
-132
-2% -$15.7K 0.12% 100
2024
Q2 		$796K Sell
6,391
-320
-5% -$41.2K 0.14% 93
2024
Q1 		$891K Sell
6,711
-9
-0.1% -$1.11K 0.17% 85
2023
Q4 		$738K Buy
6,720
+1,046
+18% +$109K 0.16% 99
2023
Q3 		$588K Buy
5,674
+1,746
+44% +$188K 0.15% 84
2023
Q2 		$421K Hold
3,928
– – 0.14% 78
2023
Q1 		$421K Sell
3,928
-95
-2% -$10.3K 0.13% 94
2022
Q4 		$449K Buy
+4,023
New +$411K 0.15% 83

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

Ethos Financial Group's MRK Position: Q1 2026 in Review

Ethos Financial Group increased its Merck (MRK) stake by 0.2% in Q1 2026, buying an estimated $1.85K and bringing the position to 8,144 shares worth $991K. The position accounts for 0.07% of the portfolio, ranked #198.

Ethos Financial Group first reported a position in MRK in Q4 2022 and has held it in 14 quarters since. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Ethos Financial Group held 8,144 shares of Merck worth $991K as of Q1 2026.
  • Ethos Financial Group bought 16 Merck shares in Q1 2026, an estimated $1.85K.
  • Merck made up 0.07% of Ethos Financial Group's portfolio in Q1 2026, its #198 holding.
  • Ethos Financial Group first reported a position in Merck in Q4 2022 and has held it in 14 quarters since.
  • 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Ethos Financial Group's 13F filing for Q1 2026, filed 5 May 2026.