Heritage Wealth Management (Ohio)’s Merck MRK Stock Holding History

Heritage Wealth Management (Ohio)’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	$3.44M	Sell	28,639 -50	-0.2%	-$5.77K	1.71%	12
2025 Q4	$3.02M	Sell	28,689 -62	-0.2%	-$5.82K	0.84%	23
2025 Q3	$2.41M	Buy	28,751 +3,332	+13%	+$274K	0.71%	30
2025 Q2	$2.01M	Buy	25,419 +505	+2%	+$40.1K	0.65%	37
2025 Q1	$2.24M	Sell	24,914 -2,461	-9%	-$230K	0.76%	29
2024 Q4	$2.72M	Sell	27,375 -2	-0%	-$206	0.91%	20
2024 Q3	$3.11M	Sell	27,377 -100	-0.4%	-$11.9K	1.02%	18
2024 Q2	$3.47M	Buy	+27,477	New	+$3.54M	1.16%	14

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

Heritage Wealth Management (Ohio)'s MRK Position: Q1 2026 in Review

Heritage Wealth Management (Ohio) reduced its Merck (MRK) stake by 0.17% in Q1 2026, selling an estimated $5.77K and leaving 28,639 shares worth $3.44M. The position accounts for 1.71% of the portfolio, ranked #12.

Heritage Wealth Management (Ohio) first reported a position in MRK in Q2 2024 and has held it in 8 quarters since. The position peaked at $3.47M in Q2 2024. 3,775 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

Heritage Wealth Management (Ohio) held 28,639 shares of Merck worth $3.44M as of Q1 2026.
Heritage Wealth Management (Ohio) sold 50 Merck shares in Q1 2026, an estimated $5.77K.
Merck made up 1.71% of Heritage Wealth Management (Ohio)'s portfolio in Q1 2026, its #12 holding.
Heritage Wealth Management (Ohio) first reported a position in Merck in Q2 2024 and has held it in 8 quarters since.
Heritage Wealth Management (Ohio)'s Merck position peaked at $3.47M in Q2 2024.
3,775 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q1 2026, filed 20 Apr 2026.