EWM
MRK icon

Evolution Wealth Management’s Merck MRK Stock Holding History

Evolution 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 		$39.5K Buy
328
+25
+8% +$2.89K 0.03% 309
2025
Q4 		$31.9K Buy
303
+58
+24% +$5.45K 0.03% 299
2025
Q3 		$20.6K Sell
245
-151
-38% -$12.4K 0.02% 298
2025
Q2 		$31.4K Buy
+396
New +$31.5K 0.04% 229

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

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

Evolution Wealth Management increased its Merck (MRK) stake by 8.3% in Q1 2026, buying an estimated $2.89K and bringing the position to 328 shares worth $39.5K. The position accounts for 0.03% of the portfolio, ranked #309.

Evolution Wealth Management first reported a position in MRK in Q2 2025 and has held it in 4 quarters since. 3,775 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Evolution Wealth Management held 328 shares of Merck worth $39.5K as of Q1 2026.
  • Evolution Wealth Management bought 25 Merck shares in Q1 2026, an estimated $2.89K.
  • Merck made up 0.03% of Evolution Wealth Management's portfolio in Q1 2026, its #309 holding.
  • Evolution Wealth Management first reported a position in Merck in Q2 2025 and has held it in 4 quarters since.
  • 3,775 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Evolution Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.