HighMark Wealth Management’s Merck MRK Stock Holding History

HighMark Wealth Management’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	$13.7K	Buy	114 +82	+256%	+$9.47K	0.01%	261
2025 Q4	$3.32K	Buy	32 +18	+129%	+$1.69K	﹤0.01%	443
2025 Q3	$1.21K	Sell	14 -106	-88%	-$8.73K	﹤0.01%	520
2025 Q2	$9.52K	Buy	120 +100	+500%	+$7.95K	﹤0.01%	317
2025 Q1	$1.81K	Hold	20	–	–	﹤0.01%	460
2024 Q4	$1.99K	Hold	20	–	–	﹤0.01%	460
2024 Q3	$2.26K	Hold	20	–	–	﹤0.01%	473
2024 Q2	$2.46K	Buy	20 +6	+43%	+$773	﹤0.01%	452
2024 Q1	$1.81K	Hold	14	–	–	﹤0.01%	478
2023 Q4	$1.49K	Hold	14	–	–	﹤0.01%	487
2023 Q3	$1.4K	Buy	14 +1	+8%	+$108	﹤0.01%	485
2023 Q2	$1.55K	Hold	13	–	–	﹤0.01%	477
2023 Q1	$1.43K	Hold	13	–	–	﹤0.01%	524
2022 Q4	$1.48K	Hold	13	–	–	﹤0.01%	452
2022 Q3	$1K	Hold	13	–	–	﹤0.01%	484
2022 Q2	$1K	Hold	13	–	–	﹤0.01%	482
2022 Q1	$1K	Buy	+13	New	+$1.02K	﹤0.01%	487
2020 Q1	–	Sell	-99	Closed	-$8K	–	389
2019 Q4	$8K	Buy	+99	New	+$8.13K	0.01%	241

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

HighMark Wealth Management's MRK Position: Q1 2026 in Review

HighMark Wealth Management increased its Merck (MRK) stake by 256% in Q1 2026, buying an estimated $9.47K and bringing the position to 114 shares worth $13.7K. The position accounts for 0.01% of the portfolio, ranked #261.

HighMark Wealth Management first reported a position in MRK in Q4 2019 and has held it in 18 quarters since. 3,779 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

HighMark Wealth Management held 114 shares of Merck worth $13.7K as of Q1 2026.
HighMark Wealth Management bought 82 Merck shares in Q1 2026, an estimated $9.47K.
Merck made up 0.01% of HighMark Wealth Management's portfolio in Q1 2026, its #261 holding.
HighMark Wealth Management first reported a position in Merck in Q4 2019 and has held it in 18 quarters since.
3,779 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on HighMark Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.