FDW
MRK icon

Fourth Dimension Wealth’s Merck MRK Stock Holding History

Fourth Dimension 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 		$120K Sell
999
-621
-38% -$71.7K 0.05% 160
2025
Q4 		$171K Buy
1,620
+25
+2% +$2.35K 0.06% 149
2025
Q3 		$134K Buy
1,595
+65
+4% +$5.35K 0.05% 152
2025
Q2 		$121K Buy
1,530
+446
+41% +$35.5K 0.05% 162
2025
Q1 		$97.3K Buy
1,084
+150
+16% +$14K 0.05% 169
2024
Q4 		$103K Buy
+934
New +$96.3K 0.05% 153

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

Fourth Dimension Wealth's MRK Position: Q1 2026 in Review

Fourth Dimension Wealth reduced its Merck (MRK) stake by 38% in Q1 2026, selling an estimated $71.7K and leaving 999 shares worth $120K. The position accounts for 0.05% of the portfolio, ranked #160.

Fourth Dimension Wealth first reported a position in MRK in Q4 2024 and has held it in 6 quarters since. The position peaked at $171K in Q4 2025. 3,777 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Fourth Dimension Wealth held 999 shares of Merck worth $120K as of Q1 2026.
  • Fourth Dimension Wealth sold 621 Merck shares in Q1 2026, an estimated $71.7K.
  • Merck made up 0.05% of Fourth Dimension Wealth's portfolio in Q1 2026, its #160 holding.
  • Fourth Dimension Wealth first reported a position in Merck in Q4 2024 and has held it in 6 quarters since.
  • Fourth Dimension Wealth's Merck position peaked at $171K in Q4 2025.
  • 3,777 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Fourth Dimension Wealth's 13F filing for Q1 2026, filed 11 May 2026.