GPW
MRK icon

Gentry Private Wealth’s Merck MRK Stock Holding History

Gentry Private 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 		$468K Sell
3,892
-433
-10% -$50K 0.28% 54
2025
Q4 		$455K Sell
4,325
-847
-16% -$79.5K 0.29% 53
2025
Q3 		$434K Buy
5,172
+254
+5% +$20.9K 0.3% 62
2025
Q2 		$389K Buy
4,918
+68
+1% +$5.41K 0.3% 67
2025
Q1 		$435K Buy
+4,850
New +$453K 0.36% 64
2024
Q4 		– Sell
-3,069
Closed -$349K – 61
2024
Q3 		$349K Buy
3,069
+8
+0.3% +$950 0.28% 65
2024
Q2 		$379K Buy
+3,061
New +$394K 0.33% 54

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

Gentry Private Wealth's MRK Position: Q1 2026 in Review

Gentry Private Wealth reduced its Merck (MRK) stake by 10% in Q1 2026, selling an estimated $50K and leaving 3,892 shares worth $468K. The position accounts for 0.28% of the portfolio, ranked #54.

Gentry Private Wealth first reported a position in MRK in Q2 2024 and has held it in 7 quarters since. 3,779 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Gentry Private Wealth held 3,892 shares of Merck worth $468K as of Q1 2026.
  • Gentry Private Wealth sold 433 Merck shares in Q1 2026, an estimated $50K.
  • Merck made up 0.28% of Gentry Private Wealth's portfolio in Q1 2026, its #54 holding.
  • Gentry Private Wealth first reported a position in Merck in Q2 2024 and has held it in 7 quarters since.
  • 3,779 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Gentry Private Wealth's 13F filing for Q1 2026, filed 5 May 2026.