Focus Partners Wealth
MRK icon

Focus Partners Wealth’s Merck MRK Stock Holding History

Focus Partners Wealth’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 		$173M Buy
1,435,704
+8,160
+0.6% +$942K 0.19% 117
2025
Q4 		$150M Buy
1,427,544
+191,758
+16% +$18M 0.17% 117
2025
Q3 		$104M Buy
1,235,786
+22,132
+2% +$1.82M 0.17% 119
2025
Q2 		$96.1M Buy
1,213,654
+22,478
+2% +$1.79M 0.21% 103
2025
Q1 		$107M Buy
1,191,176
+60,866
+5% +$5.68M 0.27% 77
2024
Q4 		$112M Buy
1,130,310
+119,867
+12% +$12.4M 0.29% 68
2024
Q3 		$115M Buy
1,010,443
+149,577
+17% +$17.8M 0.37% 61
2024
Q2 		$107M Buy
860,866
+66,578
+8% +$8.58M 0.36% 68
2024
Q1 		$105M Buy
794,288
+271,718
+52% +$33.5M 0.85% 22
2023
Q4 		$57M Buy
+522,570
New +$54.2M 0.75% 23

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

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

Focus Partners Wealth increased its Merck (MRK) stake by 0.57% in Q1 2026, buying an estimated $942K and bringing the position to 1,435,704 shares worth $173M. The position accounts for 0.19% of the portfolio, ranked #117.

Focus Partners Wealth first reported a position in MRK in Q4 2023 and has held it in 10 quarters since. 3,777 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Focus Partners Wealth held 1,435,704 shares of Merck worth $173M as of Q1 2026.
  • Focus Partners Wealth bought 8,160 Merck shares in Q1 2026, an estimated $942K.
  • Merck made up 0.19% of Focus Partners Wealth's portfolio in Q1 2026, its #117 holding.
  • Focus Partners Wealth first reported a position in Merck in Q4 2023 and has held it in 10 quarters since.
  • 3,777 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.