Financial Gravity Asset Management’s Merck MRK Stock Holding History

Financial Gravity Asset 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	$12K	Buy	+100	New	+$11.5K	﹤0.01%	539
2025 Q4	–	Sell	-515	Closed	-$43.3K	–	865
2025 Q3	$43.3K	Buy	+515	New	+$42.4K	0.01%	315
2025 Q1	$114K	Buy	+1,272	New	+$119K	0.02%	203
2024 Q2	$26.4K	Sell	213 -5	-2%	-$644	0.01%	351
2024 Q1	$24.1K	Buy	218 +1	+0.5%	+$123	0.01%	353
2023 Q4	$23.8K	Buy	+217	New	+$22.5K	0.01%	365
2021 Q3	$75K	Hold	7	–	–	0.04%	438
2021 Q2	$78K	Buy	+7	New	+$521	0.03%	424
2020 Q4	$1K	Buy	+18	New	+$1.38K	﹤0.01%	425
2019 Q4	$103K	Sell	449 -107	-19%	-$8.79K	0.07%	309
2019 Q3	$45K	Buy	556 +17	+3%	+$1.36K	0.04%	307
2019 Q2	$43K	Sell	539 -370	-41%	-$28.3K	0.04%	348
2019 Q1	$72K	Buy	+909	New	+$68K	0.06%	250
2018 Q3	$67K	Buy	978 +887	+975%	+$56.5K	0.07%	264
2018 Q2	$6K	Buy	91 +18	+25%	+$1.01K	0.01%	697
2018 Q1	$4K	Buy	+73	New	+$3.94K	﹤0.01%	793

Other funds holding MRK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Financial Gravity Asset Management's MRK Position: Q1 2026 in Review

Financial Gravity Asset Management opened a new position in Merck (MRK) in Q1 2026: 100 shares worth $12K. The stake represents ﹤0.01% of the portfolio and ranks #539 among its holdings. This is a return to the name: Financial Gravity Asset Management previously reported a position in MRK as recently as Q3 2025.

Financial Gravity Asset Management first reported a position in MRK in Q1 2018 and has held it in 16 quarters since. The position peaked at $114K in Q1 2025. 3,806 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

Financial Gravity Asset Management held 100 shares of Merck worth $12K as of Q1 2026.
Merck was a new Financial Gravity Asset Management position in Q1 2026.
Merck made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #539 holding.
Financial Gravity Asset Management first reported a position in Merck in Q1 2018 and has held it in 16 quarters since.
Financial Gravity Asset Management's Merck position peaked at $114K in Q1 2025.
3,806 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.