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Gen-Wealth Partners’s Merck MRK Stock Holding History

Gen-Wealth Partners’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 		$2.53M Sell
21,055
-1,028
-5% -$119K 0.8% 30
2025
Q4 		$2.32M Sell
22,083
-232
-1% -$21.8K 0.75% 33
2025
Q3 		$1.87M Buy
22,315
+4,513
+25% +$372K 0.63% 37
2025
Q2 		$1.41M Buy
17,802
+2,364
+15% +$188K 0.54% 51
2025
Q1 		$1.39M Buy
15,438
+1,275
+9% +$119K 0.58% 44
2024
Q4 		$1.41M Buy
14,163
+2,579
+22% +$266K 0.61% 38
2024
Q3 		$1.21M Buy
11,584
+401
+4% +$47.6K 0.53% 40
2024
Q2 		$1.38M Buy
11,183
+97
+0.9% +$12.5K 0.67% 31
2024
Q1 		$1.46M Buy
+11,086
New +$1.37M 0.73% 31

Other funds holding MRK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Gen-Wealth Partners's MRK Position: Q1 2026 in Review

Gen-Wealth Partners reduced its Merck (MRK) stake by 4.7% in Q1 2026, selling an estimated $119K and leaving 21,055 shares worth $2.53M. The position accounts for 0.8% of the portfolio, ranked #30.

Gen-Wealth Partners first reported a position in MRK in Q1 2024 and has held it in 9 quarters since. 3,788 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Gen-Wealth Partners held 21,055 shares of Merck worth $2.53M as of Q1 2026.
  • Gen-Wealth Partners sold 1,028 Merck shares in Q1 2026, an estimated $119K.
  • Merck made up 0.8% of Gen-Wealth Partners's portfolio in Q1 2026, its #30 holding.
  • Gen-Wealth Partners first reported a position in Merck in Q1 2024 and has held it in 9 quarters since.
  • 3,788 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Gen-Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.