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Financial Strategies Group’s Merck MRK Stock Holding History

Financial Strategies Group’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 		$305K Sell
2,765
-1,087
-28% -$125K 0.05% 84
2025
Q4 		$419K Hold
3,852
– – 0.08% 75
2025
Q3 		$318K Sell
3,852
-17
-0.4% -$1.4K 0.06% 80
2025
Q2 		$323K Sell
3,869
-42
-1% -$3.34K 0.07% 80
2025
Q1 		$307K Buy
3,911
+4
+0.1% +$373 0.07% 81
2024
Q4 		$388K Hold
3,907
– – 0.09% 75
2024
Q3 		$429K Sell
3,907
-8
-0.2% -$950 0.1% 68
2024
Q2 		$493K Buy
3,915
+24
+0.6% +$3.09K 0.12% 56
2024
Q1 		$493K Sell
3,891
-158
-4% -$19.5K 0.13% 52
2023
Q4 		$481K Sell
4,049
-424
-9% -$44K 0.14% 53
2023
Q3 		$466K Sell
4,473
-25
-0.6% -$2.69K 0.15% 50
2023
Q2 		$519K Hold
4,498
– – 0.17% 48
2023
Q1 		$479K Hold
4,498
– – 0.18% 52
2022
Q4 		$499K Sell
4,498
-43
-0.9% -$4.39K 0.21% 53
2022
Q3 		$391K Buy
4,541
+84
+2% +$7.5K 0.18% 57
2022
Q2 		$406K Sell
4,457
-47
-1% -$4.17K 0.17% 60
2022
Q1 		$370K Sell
4,504
-392
-8% -$30.9K 0.15% 65
2021
Q4 		$375K Sell
4,896
-57
-1% -$4.54K 0.15% 60
2021
Q3 		$372K Sell
4,953
-335
-6% -$25.5K 0.17% 56
2021
Q2 		$411K Sell
5,288
-101
-2% -$7.51K 0.19% 51
2021
Q1 		$396K Buy
5,389
+3
+0.1% +$221 0.21% 44
2020
Q4 		$420K Buy
5,386
+1,983
+58% +$152K 0.23% 37
2020
Q3 		$269K Buy
3,403
+31
+0.9% +$2.43K 0.18% 45
2020
Q2 		$249K Hold
3,372
– – 0.19% 41
2020
Q1 		$248K Hold
3,372
– – 0.22% 36
2019
Q4 		$293K Buy
+3,372
New +$277K 0.24% 37

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 Strategies Group's MRK Position: Q1 2026 in Review

Financial Strategies Group reduced its Merck (MRK) stake by 28% in Q1 2026, selling an estimated $125K and leaving 2,765 shares worth $305K. The position accounts for 0.05% of the portfolio, ranked #84.

Financial Strategies Group first reported a position in MRK in Q4 2019 and has held it in 26 quarters since. The position peaked at $519K in Q2 2023. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Financial Strategies Group held 2,765 shares of Merck worth $305K as of Q1 2026.
  • Financial Strategies Group sold 1,087 Merck shares in Q1 2026, an estimated $125K.
  • Merck made up 0.05% of Financial Strategies Group's portfolio in Q1 2026, its #84 holding.
  • Financial Strategies Group first reported a position in Merck in Q4 2019 and has held it in 26 quarters since.
  • Financial Strategies Group's Merck position peaked at $519K in Q2 2023.
  • 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Financial Strategies Group's 13F filing for Q1 2026, filed 8 May 2026.