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High Net Worth Advisory Group’s Merck MRK Stock Holding History

High Net Worth Advisory Group’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 		$1.83M Buy
15,215
+119
+0.8% +$13.7K 0.43% 59
2025
Q4 		$1.59M Sell
15,096
-812
-5% -$76.2K 0.37% 65
2025
Q3 		$1.34M Sell
15,908
-1,513
-9% -$125K 0.32% 71
2025
Q2 		$1.38M Sell
17,421
-2,319
-12% -$184K 0.37% 62
2025
Q1 		$1.77M Buy
19,740
+3,281
+20% +$306K 0.5% 51
2024
Q4 		$1.64M Buy
16,459
+250
+2% +$25.8K 0.46% 54
2024
Q3 		$1.84M Sell
16,209
-33
-0.2% -$3.92K 0.5% 50
2024
Q2 		$2.01M Sell
16,242
-116
-0.7% -$14.9K 0.61% 42
2024
Q1 		$2.16M Buy
16,358
+25
+0.2% +$3.08K 0.68% 37
2023
Q4 		$1.78M Sell
16,333
-104
-0.6% -$10.8K 0.66% 38
2023
Q3 		$1.69M Buy
16,437
+71
+0.4% +$7.65K 0.68% 39
2023
Q2 		$1.89M Buy
16,366
+848
+5% +$96.3K 0.73% 36
2023
Q1 		$1.65M Sell
15,518
-509
-3% -$55K 0.67% 40
2022
Q4 		$1.78M Sell
16,027
-1,244
-7% -$127K 0.69% 35
2022
Q3 		$1.49M Sell
17,271
-100
-0.6% -$8.93K 0.64% 42
2022
Q2 		$1.58M Buy
17,371
+3,313
+24% +$294K 0.66% 42
2022
Q1 		$1.15M Buy
14,058
+637
+5% +$50.2K 0.42% 57
2021
Q4 		$1.03M Buy
+13,421
New +$1.07M 0.36% 62

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

High Net Worth Advisory Group's MRK Position: Q1 2026 in Review

High Net Worth Advisory Group increased its Merck (MRK) stake by 0.79% in Q1 2026, buying an estimated $13.7K and bringing the position to 15,215 shares worth $1.83M. The position accounts for 0.43% of the portfolio, ranked #59.

High Net Worth Advisory Group first reported a position in MRK in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.16M in Q1 2024. 3,775 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • High Net Worth Advisory Group held 15,215 shares of Merck worth $1.83M as of Q1 2026.
  • High Net Worth Advisory Group bought 119 Merck shares in Q1 2026, an estimated $13.7K.
  • Merck made up 0.43% of High Net Worth Advisory Group's portfolio in Q1 2026, its #59 holding.
  • High Net Worth Advisory Group first reported a position in Merck in Q4 2021 and has held it in 18 quarters since.
  • High Net Worth Advisory Group's Merck position peaked at $2.16M in Q1 2024.
  • 3,775 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on High Net Worth Advisory Group's 13F filing for Q1 2026, filed 17 Apr 2026.