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Fiduciary Alliance’s Merck MRK Stock Holding History

Fiduciary Alliance’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 		$1.96M Buy
16,588
+804
+5% +$92.8K 0.12% 185
2025
Q4 		$1.66M Sell
15,784
-408
-3% -$38.3K 0.11% 181
2025
Q3 		$1.36M Sell
16,192
-1,345
-8% -$111K 0.09% 198
2025
Q2 		$1.39M Sell
17,537
-48,271
-73% -$3.84M 0.1% 187
2025
Q1 		$5.91M Sell
65,808
-7,022
-10% -$656K 0.58% 45
2024
Q4 		$7.25M Buy
72,830
+3,629
+5% +$374K 0.73% 36
2024
Q3 		$7.86M Sell
69,201
-5,074
-7% -$603K 1.04% 31
2024
Q2 		$9.49M Buy
74,275
+3,181
+4% +$410K 1.54% 15
2024
Q1 		$9.31M Sell
71,094
-990
-1% -$122K 1.64% 15
2023
Q4 		$7.86M Buy
72,084
+6,104
+9% +$634K 1.55% 20
2023
Q3 		$6.79M Buy
65,980
+2,648
+4% +$285K 1.57% 19
2023
Q2 		$7.31M Buy
63,332
+16,727
+36% +$1.9M 1.57% 18
2023
Q1 		$4.96M Buy
46,605
+3,168
+7% +$342K 1.24% 27
2022
Q4 		$4.82M Buy
+43,437
New +$4.44M 1.25% 23

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

Fiduciary Alliance's MRK Position: Q1 2026 in Review

Fiduciary Alliance increased its Merck (MRK) stake by 5.1% in Q1 2026, buying an estimated $92.8K and bringing the position to 16,588 shares worth $1.96M. The position accounts for 0.12% of the portfolio, ranked #185.

Fiduciary Alliance first reported a position in MRK in Q4 2022 and has held it in 14 quarters since. The position peaked at $9.49M in Q2 2024. 3,775 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Fiduciary Alliance held 16,588 shares of Merck worth $1.96M as of Q1 2026.
  • Fiduciary Alliance bought 804 Merck shares in Q1 2026, an estimated $92.8K.
  • Merck made up 0.12% of Fiduciary Alliance's portfolio in Q1 2026, its #185 holding.
  • Fiduciary Alliance first reported a position in Merck in Q4 2022 and has held it in 14 quarters since.
  • Fiduciary Alliance's Merck position peaked at $9.49M in Q2 2024.
  • 3,775 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Fiduciary Alliance's 13F filing for Q1 2026, filed 20 Apr 2026.