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Geometric Wealth Advisors’s Merck MRK Stock Holding History

Geometric 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 		$265K Buy
2,200
+9
+0.4% +$1.04K 0.03% 76
2025
Q4 		$231K Buy
+2,191
New +$206K 0.03% 78
2025
Q2 		– Sell
-2,294
Closed -$206K – 76
2025
Q1 		$206K Sell
2,294
-27
-1% -$2.52K 0.04% 71
2024
Q4 		$231K Hold
2,321
– – 0.04% 65
2024
Q3 		$264K Hold
2,321
– – 0.05% 57
2024
Q2 		$287K Buy
2,321
+418
+22% +$53.8K 0.06% 53
2024
Q1 		$251K Hold
1,903
– – 0.06% 42
2023
Q4 		$207K Buy
+1,903
New +$198K 0.06% 43
2023
Q3 		– Sell
-1,877
Closed -$201K – 38
2023
Q2 		$201K Buy
1,877
+77
+4% +$8.74K 0.06% 38
2023
Q1 		$207K Buy
+1,800
New +$194K 0.07% 36

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

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

Geometric Wealth Advisors increased its Merck (MRK) stake by 0.41% in Q1 2026, buying an estimated $1.04K and bringing the position to 2,200 shares worth $265K. The position accounts for 0.03% of the portfolio, ranked #76.

Geometric Wealth Advisors first reported a position in MRK in Q1 2023 and has held it in 10 quarters since. The position peaked at $287K in Q2 2024. 3,779 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Geometric Wealth Advisors held 2,200 shares of Merck worth $265K as of Q1 2026.
  • Geometric Wealth Advisors bought 9 Merck shares in Q1 2026, an estimated $1.04K.
  • Merck made up 0.03% of Geometric Wealth Advisors's portfolio in Q1 2026, its #76 holding.
  • Geometric Wealth Advisors first reported a position in Merck in Q1 2023 and has held it in 10 quarters since.
  • Geometric Wealth Advisors's Merck position peaked at $287K in Q2 2024.
  • 3,779 funds tracked by Wall St. Rank held Merck as of Q1 2026.

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