Keyvantage Wealth’s Merck MRK Stock Holding History

Keyvantage 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	$665K	Buy	5,529 +1,136	+26%	+$131K	0.29%	52
2025 Q4	$462K	Sell	4,393 -300	-6%	-$28.2K	0.2%	65
2025 Q3	$394K	Buy	4,693 +37	+0.8%	+$3.05K	0.17%	68
2025 Q2	$369K	Sell	4,656 -364	-7%	-$28.9K	0.17%	69
2025 Q1	$451K	Sell	5,020 -225	-4%	-$21K	0.22%	62
2024 Q4	$522K	Buy	+5,245	New	+$541K	0.37%	48

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

Keyvantage Wealth's MRK Position: Q1 2026 in Review

Keyvantage Wealth increased its Merck (MRK) stake by 26% in Q1 2026, buying an estimated $131K and bringing the position to 5,529 shares worth $665K. The position accounts for 0.29% of the portfolio, ranked #52.

Keyvantage Wealth first reported a position in MRK in Q4 2024 and has held it in 6 quarters since. 3,775 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

Keyvantage Wealth held 5,529 shares of Merck worth $665K as of Q1 2026.
Keyvantage Wealth bought 1,136 Merck shares in Q1 2026, an estimated $131K.
Merck made up 0.29% of Keyvantage Wealth's portfolio in Q1 2026, its #52 holding.
Keyvantage Wealth first reported a position in Merck in Q4 2024 and has held it in 6 quarters since.
3,775 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Keyvantage Wealth's 13F filing for Q1 2026, filed 5 May 2026.