Financial Engines Advisors
MRK icon

Financial Engines Advisors’s Merck MRK Stock Holding History

Financial Engines Advisors’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 		$1M Sell
8,345
-115
-1% -$13.3K ﹤0.01% 305
2025
Q4 		$891K Sell
8,460
-1,323
-14% -$124K ﹤0.01% 326
2025
Q3 		$821K Buy
9,783
+125
+1% +$10.3K ﹤0.01% 331
2025
Q2 		$765K Buy
9,658
+2,326
+32% +$185K ﹤0.01% 328
2025
Q1 		$658K Sell
7,332
-226
-3% -$21.1K ﹤0.01% 302
2024
Q4 		$752K Buy
7,558
+3,751
+99% +$387K ﹤0.01% 289
2024
Q3 		$435K Sell
3,807
-1,448
-28% -$172K ﹤0.01% 290
2024
Q2 		$653K Buy
5,255
+540
+11% +$69.6K ﹤0.01% 240
2024
Q1 		$624K Sell
4,715
-2,796
-37% -$345K ﹤0.01% 230
2023
Q4 		$823K Buy
7,511
+4,432
+144% +$460K ﹤0.01% 193
2023
Q3 		$319K Sell
3,079
-208
-6% -$22.4K ﹤0.01% 237
2023
Q2 		$382K Sell
3,287
-9,651
-75% -$1.1M ﹤0.01% 229
2023
Q1 		$1.39M Sell
12,938
-683
-5% -$73.7K ﹤0.01% 160
2022
Q4 		$1.52M Buy
13,621
+439
+3% +$44.9K ﹤0.01% 142
2022
Q3 		$1.14M Sell
13,182
-293
-2% -$26.2K ﹤0.01% 150
2022
Q2 		$1.24M Buy
13,475
+1,209
+10% +$107K ﹤0.01% 140
2022
Q1 		$1.01M Buy
12,266
+8,540
+229% +$673K ﹤0.01% 163
2021
Q4 		$288K Sell
3,726
-330
-8% -$26.3K ﹤0.01% 221
2021
Q3 		$307K Sell
4,056
-822
-17% -$62.5K ﹤0.01% 212
2021
Q2 		$382K Sell
4,878
-880
-15% -$65.5K ﹤0.01% 159
2021
Q1 		$427K Sell
5,758
-4,944
-46% -$365K ﹤0.01% 172
2020
Q4 		$842K Buy
10,702
+1,680
+19% +$128K ﹤0.01% 123
2020
Q3 		$719K Buy
9,022
+2,680
+42% +$210K ﹤0.01% 131
2020
Q2 		$472K Buy
+6,342
New +$477K ﹤0.01% 139
2018
Q4 		– Sell
-265
Closed -$18K – 156
2018
Q3 		$18K Buy
+265
New +$16.9K ﹤0.01% 82
2018
Q1 		– Sell
-46
Closed -$2K – 193
2017
Q4 		$2K Buy
+46
New +$2.55K ﹤0.01% 146

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

Financial Engines Advisors's MRK Position: Q1 2026 in Review

Financial Engines Advisors reduced its Merck (MRK) stake by 1.4% in Q1 2026, selling an estimated $13.3K and leaving 8,345 shares worth $1M. The position accounts for ﹤0.01% of the portfolio, ranked #305.

Financial Engines Advisors first reported a position in MRK in Q4 2017 and has held it in 26 quarters since. The position peaked at $1.52M in Q4 2022. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Financial Engines Advisors held 8,345 shares of Merck worth $1M as of Q1 2026.
  • Financial Engines Advisors sold 115 Merck shares in Q1 2026, an estimated $13.3K.
  • Merck made up ﹤0.01% of Financial Engines Advisors's portfolio in Q1 2026, its #305 holding.
  • Financial Engines Advisors first reported a position in Merck in Q4 2017 and has held it in 26 quarters since.
  • Financial Engines Advisors's Merck position peaked at $1.52M in Q4 2022.
  • 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Financial Engines Advisors's 13F filing for Q1 2026, filed 14 May 2026.