First Affirmative Financial Network’s Merck MRK Stock Holding History

First Affirmative Financial Network’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	$1.28M	Buy	+10,609	New	+$1.22M	0.5%	36
2025 Q3	$684K	Buy	8,149 +153	+2%	+$12.6K	0.32%	67
2025 Q2	$633K	Buy	7,996 +687	+9%	+$54.6K	0.33%	75
2025 Q1	$656K	Hold	7,309	–	–	0.4%	63
2024 Q4	$727K	Buy	7,309 +628	+9%	+$64.7K	0.42%	57
2024 Q3	$759K	Buy	6,681 +1,045	+19%	+$124K	0.42%	61
2024 Q2	$698K	Buy	5,636 +138	+3%	+$17.8K	0.48%	40
2024 Q1	$725K	Sell	5,498 -149	-3%	-$18.4K	0.53%	36
2023 Q4	$616K	Buy	5,647 +105	+2%	+$10.9K	0.49%	43
2023 Q3	$571K	Buy	5,542 +342	+7%	+$36.9K	0.56%	39
2023 Q2	$600K	Buy	5,200 +1,000	+24%	+$114K	0.6%	37
2023 Q1	$447K	Buy	4,200 +345	+9%	+$37.2K	0.52%	54
2022 Q4	$428K	Buy	3,855 +192	+5%	+$19.6K	0.52%	51
2022 Q3	$315K	Buy	3,663 +664	+22%	+$59.3K	0.4%	74
2022 Q2	$273K	Sell	2,999 -1,464	-33%	-$130K	0.31%	91
2022 Q1	$366K	Sell	4,463 -3	-0.1%	-$237	0.35%	79
2021 Q4	$342K	Sell	4,466 -246	-5%	-$19.6K	0.31%	93
2021 Q3	$354K	Buy	+4,712	New	+$358K	0.36%	74

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

First Affirmative Financial Network's MRK Position: Q1 2026 in Review

First Affirmative Financial Network opened a new position in Merck (MRK) in Q1 2026: 10,609 shares worth $1.28M. The stake represents 0.5% of the portfolio and ranks #36 among its holdings. This is a return to the name: First Affirmative Financial Network previously reported a position in MRK as recently as Q3 2025.

First Affirmative Financial Network first reported a position in MRK in Q3 2021 and has held it in 18 quarters since. 3,778 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

First Affirmative Financial Network held 10,609 shares of Merck worth $1.28M as of Q1 2026.
Merck was a new First Affirmative Financial Network position in Q1 2026.
Merck made up 0.5% of First Affirmative Financial Network's portfolio in Q1 2026, its #36 holding.
First Affirmative Financial Network first reported a position in Merck in Q3 2021 and has held it in 18 quarters since.
3,778 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on First Affirmative Financial Network's 13F filing for Q1 2026, filed 8 May 2026.