HORAN Wealth’s Merck MRK Stock Holding History

HORAN Wealth’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	$5.47M	Buy	46,275 +856	+2%	+$98.8K	0.52%	41
2025 Q4	$4.78M	Buy	45,419 +326	+0.7%	+$30.6K	0.73%	29
2025 Q3	$3.78M	Buy	45,093 +4,817	+12%	+$397K	0.6%	40
2025 Q2	$3.19M	Buy	+40,276	New	+$3.2M	0.98%	35

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

HORAN Wealth's MRK Position: Q1 2026 in Review

HORAN Wealth increased its Merck (MRK) stake by 1.9% in Q1 2026, buying an estimated $98.8K and bringing the position to 46,275 shares worth $5.47M. The position accounts for 0.52% of the portfolio, ranked #41.

HORAN Wealth first reported a position in MRK in Q2 2025 and has held it in 4 quarters since. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

HORAN Wealth held 46,275 shares of Merck worth $5.47M as of Q1 2026.
HORAN Wealth bought 856 Merck shares in Q1 2026, an estimated $98.8K.
Merck made up 0.52% of HORAN Wealth's portfolio in Q1 2026, its #41 holding.
HORAN Wealth first reported a position in Merck in Q2 2025 and has held it in 4 quarters since.
3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on HORAN Wealth's 13F filing for Q1 2026, filed 8 May 2026.