Fiduciary Wealth Partners’s Merck MRK Stock Holding History

Fiduciary Wealth Partners’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	–	Sell	-2,031	Closed	-$214K	–	87
2025 Q4	$214K	Buy	+2,031	New	+$191K	0.09%	83
2025 Q3	–	Sell	-2,203	Closed	-$174K	–	96
2025 Q2	$174K	Buy	2,203 +1,670	+313%	+$133K	0.16%	51
2025 Q1	$47.8K	Buy	+533	New	+$49.8K	0.04%	54

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

Fiduciary Wealth Partners's MRK Position: Q1 2026 in Review

Fiduciary Wealth Partners sold out of Merck (MRK) in Q1 2026, closing a stake of 2,031 shares — an estimated $214K sold.

Fiduciary Wealth Partners first reported a position in MRK in Q1 2025 and held it in 3 quarters. The position peaked at $214K in Q4 2025. 3,776 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

Fiduciary Wealth Partners reported no remaining Merck position as of Q1 2026 after selling out during the quarter.
Fiduciary Wealth Partners sold 2,031 Merck shares in Q1 2026, an estimated $214K.
Fiduciary Wealth Partners first reported a position in Merck in Q1 2025 and held it in 3 quarters.
Fiduciary Wealth Partners's Merck position peaked at $214K in Q4 2025.
3,776 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Fiduciary Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.