Invera Wealth Advisors’s Merck MRK Stock Holding History

Invera Wealth Advisors’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	$384K	Buy	3,193 +3	+0.1%	+$346	0.25%	81
2025 Q4	$336K	Sell	3,190 -45	-1%	-$4.22K	0.21%	80
2025 Q3	$272K	Buy	+3,235	New	+$266K	0.17%	79
2025 Q2	–	Sell	-9,327	Closed	-$837K	–	91
2025 Q1	$837K	Sell	9,327 -1,682	-15%	-$157K	0.54%	63
2024 Q4	$1.06M	Buy	11,009 +249	+2%	+$25.7K	1.05%	27
2024 Q3	$1.09M	Buy	10,760 +260	+2%	+$30.9K	1.08%	27
2024 Q2	$1.35M	Buy	10,500 +121	+1%	+$15.6K	1.39%	24
2024 Q1	$1.3M	Sell	10,379 -544	-5%	-$67.1K	1.1%	34
2023 Q4	$1.19M	Buy	+10,923	New	+$1.13M	0.75%	43

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

Invera Wealth Advisors's MRK Position: Q1 2026 in Review

Invera Wealth Advisors increased its Merck (MRK) stake by 0.09% in Q1 2026, buying an estimated $346 and bringing the position to 3,193 shares worth $384K. The position accounts for 0.25% of the portfolio, ranked #81.

Invera Wealth Advisors first reported a position in MRK in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.35M in Q2 2024. 3,779 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

Invera Wealth Advisors held 3,193 shares of Merck worth $384K as of Q1 2026.
Invera Wealth Advisors bought 3 Merck shares in Q1 2026, an estimated $346.
Merck made up 0.25% of Invera Wealth Advisors's portfolio in Q1 2026, its #81 holding.
Invera Wealth Advisors first reported a position in Merck in Q4 2023 and has held it in 9 quarters since.
Invera Wealth Advisors's Merck position peaked at $1.35M in Q2 2024.
3,779 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Invera Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.