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Golden State Equity Partners’s Merck MRK Stock Holding History

Golden State Equity 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 		$4.13M Buy
34,368
+9,907
+41% +$1.14M 0.31% 66
2025
Q4 		$2.57M Sell
24,461
-1,105
-4% -$104K 0.42% 44
2025
Q3 		$2.15M Sell
25,566
-1,402
-5% -$115K 0.36% 57
2025
Q2 		$2.13M Sell
26,968
-13,135
-33% -$1.04M 0.4% 54
2025
Q1 		$3.6M Buy
40,103
+121
+0.3% +$11.3K 0.71% 25
2024
Q4 		$3.98M Buy
39,982
+39,242
+5,303% +$4.05M 0.76% 20
2024
Q3 		$84K Sell
740
-27,597
-97% -$3.28M 0.04% 304
2024
Q2 		$3.51M Buy
+28,337
New +$3.65M 0.73% 21
2023
Q4 		$3.14M Sell
28,831
-68
-0.2% -$7.06K 0.76% 26
2023
Q3 		$2.98M Sell
28,899
-134
-0.5% -$14.4K 0.83% 25
2023
Q2 		$3.35M Buy
29,033
+6,538
+29% +$742K 0.94% 20
2023
Q1 		$2.39M Buy
+22,495
New +$2.43M 1.3% 17
2022
Q1 		$1.82M Sell
22,236
-7,660
-26% -$604K 0.92% 30
2021
Q4 		$2.29M Buy
29,896
+10,876
+57% +$866K 1.16% 27
2021
Q3 		$1.43M Sell
19,020
-1,334
-7% -$101K 0.58% 39
2021
Q2 		$1.58M Sell
20,354
-2,608
-11% -$194K 0.61% 36
2021
Q1 		$1.69M Buy
22,962
+3,169
+16% +$234K 0.96% 29
2020
Q4 		$1.54M Buy
+19,793
New +$1.51M 1.06% 25

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

Golden State Equity Partners's MRK Position: Q1 2026 in Review

Golden State Equity Partners increased its Merck (MRK) stake by 41% in Q1 2026, buying an estimated $1.14M and bringing the position to 34,368 shares worth $4.13M. The position accounts for 0.31% of the portfolio, ranked #66.

Golden State Equity Partners first reported a position in MRK in Q4 2020 and has held it in 18 quarters since. 3,777 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Golden State Equity Partners held 34,368 shares of Merck worth $4.13M as of Q1 2026.
  • Golden State Equity Partners bought 9,907 Merck shares in Q1 2026, an estimated $1.14M.
  • Merck made up 0.31% of Golden State Equity Partners's portfolio in Q1 2026, its #66 holding.
  • Golden State Equity Partners first reported a position in Merck in Q4 2020 and has held it in 18 quarters since.
  • 3,777 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.