GenTrust’s Merck MRK Stock Holding History

GenTrust’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	$994K	Sell	8,207 -23	-0.3%	-$2.65K	0.04%	107
2025 Q4	$873K	Buy	8,230 +3,223	+64%	+$303K	0.04%	122
2025 Q3	$424K	Buy	+5,007	New	+$412K	0.02%	148
2024 Q3	–	Sell	-1,871	Closed	-$233K	–	221
2024 Q2	$233K	Buy	+1,871	New	+$241K	0.01%	164
2022 Q3	–	Sell	-2,356	Closed	-$216K	–	137
2022 Q2	$216K	Buy	+2,356	New	+$209K	0.02%	134

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

GenTrust's MRK Position: Q1 2026 in Review

GenTrust reduced its Merck (MRK) stake by 0.28% in Q1 2026, selling an estimated $2.65K and leaving 8,207 shares worth $994K. The position accounts for 0.04% of the portfolio, ranked #107.

GenTrust first reported a position in MRK in Q2 2022 and has held it in 5 quarters since. 3,775 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

GenTrust held 8,207 shares of Merck worth $994K as of Q1 2026.
GenTrust sold 23 Merck shares in Q1 2026, an estimated $2.65K.
Merck made up 0.04% of GenTrust's portfolio in Q1 2026, its #107 holding.
GenTrust first reported a position in Merck in Q2 2022 and has held it in 5 quarters since.
3,775 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on GenTrust's 13F filing for Q1 2026, filed 27 Apr 2026.