Integrated Wealth Concepts’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $13.7M | Buy |
114,218
+53,774
| +89% | +$6.21M | 0.11% | 190 |
|
|
2025
Q4 | $6.36M | Sell |
60,444
-37,794
| -38% | -$3.55M | 0.08% | 242 |
|
|
2025
Q3 | $8.25M | Sell |
98,238
-322
| -0.3% | -$26.5K | 0.07% | 258 |
|
|
2025
Q2 | $7.8M | Buy |
98,560
+14,799
| +18% | +$1.18M | 0.08% | 240 |
|
|
2025
Q1 | $7.52M | Buy |
83,761
+604
| +0.7% | +$56.4K | 0.09% | 232 |
|
|
2024
Q4 | $8.27M | Buy |
83,157
+1,678
| +2% | +$173K | 0.1% | 204 |
|
|
2024
Q3 | $9.25M | Sell |
81,479
-442
| -0.5% | -$52.5K | 0.11% | 184 |
|
|
2024
Q2 | $10.1M | Buy |
81,921
+1,648
| +2% | +$212K | 0.14% | 154 |
|
|
2024
Q1 | $10.6M | Buy |
80,273
+5,017
| +7% | +$618K | 0.15% | 155 |
|
|
2023
Q4 | $8.2M | Sell |
75,256
-7,328
| -9% | -$761K | 0.13% | 168 |
|
|
2023
Q3 | $8.5M | Sell |
82,584
-3,309
| -4% | -$357K | 0.15% | 157 |
|
|
2023
Q2 | $9.91M | Buy |
85,893
+19,156
| +29% | +$2.17M | 0.17% | 140 |
|
|
2023
Q1 | $7.1M | Buy |
66,737
+6,102
| +10% | +$659K | 0.15% | 156 |
|
|
2022
Q4 | $6.73M | Buy |
60,635
+1,936
| +3% | +$198K | 0.18% | 118 |
|
|
2022
Q3 | $5.05M | Sell |
58,699
-4,518
| -7% | -$403K | 0.16% | 134 |
|
|
2022
Q2 | $5.76M | Buy |
63,217
+7,484
| +13% | +$663K | 0.18% | 122 |
|
|
2022
Q1 | $4.57M | Buy |
55,733
+2,830
| +5% | +$223K | 0.14% | 142 |
|
|
2021
Q4 | $4.05M | Buy |
52,903
+2,771
| +6% | +$221K | 0.12% | 150 |
|
|
2021
Q3 | $3.77M | Buy |
50,132
+7,666
| +18% | +$583K | 0.12% | 149 |
|
|
2021
Q2 | $3.3M | Sell |
42,466
-1,346
| -3% | -$100K | 0.12% | 152 |
|
|
2021
Q1 | $3.22M | Buy |
43,812
+7,913
| +22% | +$584K | 0.13% | 132 |
|
|
2020
Q4 | $2.8M | Buy |
35,899
+3,362
| +10% | +$257K | 0.13% | 127 |
|
|
2020
Q3 | $2.58M | Buy |
32,537
+1,661
| +5% | +$130K | 0.16% | 112 |
|
|
2020
Q2 | $2.28M | Buy |
30,876
+933
| +3% | +$70.2K | 0.16% | 100 |
|
|
2020
Q1 | $2.2M | Buy |
29,943
+1,271
| +4% | +$99.9K | 0.2% | 87 |
|
|
2019
Q4 | $2.49M | Buy |
28,672
+11,403
| +66% | +$937K | 0.21% | 85 |
|
|
2019
Q3 | $1.39M | Buy |
17,269
+2,444
| +16% | +$196K | 0.16% | 102 |
|
|
2019
Q2 | $1.1M | Buy |
14,825
+3,075
| +26% | +$235K | 0.14% | 111 |
|
|
2019
Q1 | $932K | Buy |
11,750
+1,287
| +12% | +$96.3K | 0.16% | 115 |
|
|
2018
Q4 | $763K | Buy |
10,463
+1,975
| +23% | +$139K | 0.21% | 99 |
|
|
2018
Q3 | $579K | Buy |
8,488
+276
| +3% | +$17.6K | 0.17% | 106 |
|
|
2018
Q2 | $474K | Sell |
8,212
-254
| -3% | -$14.3K | 0.16% | 115 |
|
|
2018
Q1 | $430K | Sell |
8,466
-651
| -7% | -$35.2K | 0.17% | 112 |
|
|
2017
Q4 | $493K | Buy |
+9,117
| New | +$505K | 0.21% | 94 |
|
Other funds holding MRK
VCM
VPM
Integrated Wealth Concepts's MRK Position: Q1 2026 in Review
Integrated Wealth Concepts increased its Merck (MRK) stake by 89% in Q1 2026, buying an estimated $6.21M and bringing the position to 114,218 shares worth $13.7M. The position accounts for 0.11% of the portfolio, ranked #190.
Integrated Wealth Concepts first reported a position in MRK in Q4 2017 and has held it in 34 quarters since. 3,779 funds tracked by Wall St. Rank hold MRK as of Q1 2026.
- Integrated Wealth Concepts held 114,218 shares of Merck worth $13.7M as of Q1 2026.
- Integrated Wealth Concepts bought 53,774 Merck shares in Q1 2026, an estimated $6.21M.
- Merck made up 0.11% of Integrated Wealth Concepts's portfolio in Q1 2026, its #190 holding.
- Integrated Wealth Concepts first reported a position in Merck in Q4 2017 and has held it in 34 quarters since.
- 3,779 funds tracked by Wall St. Rank held Merck as of Q1 2026.
Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.