Genesis Wealth Advisors’s Merck MRK Stock Holding History

Genesis Wealth Advisors’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	$403K	Hold	3,349	–	–	0.27%	39
2025 Q4	$353K	Hold	3,349	–	–	0.24%	43
2025 Q3	$281K	Hold	3,349	–	–	0.2%	48
2025 Q2	$265K	Sell	3,349 -348	-9%	-$27.7K	0.2%	50
2025 Q1	$332K	Hold	3,697	–	–	0.27%	40
2024 Q4	$368K	Buy	+3,697	New	+$381K	0.32%	38
2015 Q2	$333K	Buy	6,137 +58	+1%	+$3.25K	0.27%	35
2015 Q1	$330K	Buy	6,079 +314	+5%	+$17.8K	0.27%	38
2014 Q4	$322K	Buy	+5,765	New	+$321K	0.26%	41

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

Genesis Wealth Advisors's MRK Position: Q1 2026 in Review

Genesis Wealth Advisors held its Merck (MRK) position steady in Q1 2026 at 3,349 shares worth $403K. The position accounts for 0.27% of the portfolio, ranked #39.

Genesis Wealth Advisors first reported a position in MRK in Q4 2014 and has held it in 9 quarters since. 3,782 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

Genesis Wealth Advisors held 3,349 shares of Merck worth $403K as of Q1 2026.
Genesis Wealth Advisors left its Merck share count unchanged in Q1 2026.
Merck made up 0.27% of Genesis Wealth Advisors's portfolio in Q1 2026, its #39 holding.
Genesis Wealth Advisors first reported a position in Merck in Q4 2014 and has held it in 9 quarters since.
3,782 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Genesis Wealth Advisors's 13F filing for Q1 2026, filed 4 May 2026.