HFO
MRK icon

Heritage Family Offices’s Merck MRK Stock Holding History

Heritage Family Offices’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 		$376K Buy
+3,127
New +$361K 0.17% 119
2025
Q1 		– Sell
-12,575
Closed -$1.25M – 188
2024
Q4 		$1.25M Sell
12,575
-465
-4% -$47.9K 0.62% 35
2024
Q3 		$1.48M Sell
13,040
-25
-0.2% -$2.97K 0.76% 32
2024
Q2 		$1.62M Buy
+13,065
New +$1.68M 0.9% 24

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

Heritage Family Offices's MRK Position: Q1 2026 in Review

Heritage Family Offices opened a new position in Merck (MRK) in Q1 2026: 3,127 shares worth $376K. The stake represents 0.17% of the portfolio and ranks #119 among its holdings. This is a return to the name: Heritage Family Offices previously reported a position in MRK as recently as Q4 2024.

Heritage Family Offices first reported a position in MRK in Q2 2024 and has held it in 4 quarters since. The position peaked at $1.62M in Q2 2024. 3,775 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Heritage Family Offices held 3,127 shares of Merck worth $376K as of Q1 2026.
  • Merck was a new Heritage Family Offices position in Q1 2026.
  • Merck made up 0.17% of Heritage Family Offices's portfolio in Q1 2026, its #119 holding.
  • Heritage Family Offices first reported a position in Merck in Q2 2024 and has held it in 4 quarters since.
  • Heritage Family Offices's Merck position peaked at $1.62M in Q2 2024.
  • 3,775 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Heritage Family Offices's 13F filing for Q1 2026, filed 8 Apr 2026.