MPWS
MRK icon

McCarter Private Wealth Services’s Merck MRK Stock Holding History

McCarter Private Wealth Services’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 		$1.22M Buy
10,180
+930
+10% +$107K 0.53% 54
2025
Q4 		$974K Buy
9,250
+2,453
+36% +$230K 0.44% 55
2025
Q3 		$570K Buy
6,797
+1,510
+29% +$124K 0.29% 69
2025
Q2 		$419K Buy
5,287
+20
+0.4% +$1.59K 0.24% 78
2025
Q1 		$473K Buy
5,267
+105
+2% +$9.8K 0.31% 62
2024
Q4 		$514K Sell
5,162
-305
-6% -$31.4K 0.33% 56
2024
Q3 		$621K Buy
+5,467
New +$650K 0.39% 52

Other funds holding MRK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

McCarter Private Wealth Services's MRK Position: Q1 2026 in Review

McCarter Private Wealth Services increased its Merck (MRK) stake by 10% in Q1 2026, buying an estimated $107K and bringing the position to 10,180 shares worth $1.22M. The position accounts for 0.53% of the portfolio, ranked #54.

McCarter Private Wealth Services first reported a position in MRK in Q3 2024 and has held it in 7 quarters since. 3,778 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • McCarter Private Wealth Services held 10,180 shares of Merck worth $1.22M as of Q1 2026.
  • McCarter Private Wealth Services bought 930 Merck shares in Q1 2026, an estimated $107K.
  • Merck made up 0.53% of McCarter Private Wealth Services's portfolio in Q1 2026, its #54 holding.
  • McCarter Private Wealth Services first reported a position in Merck in Q3 2024 and has held it in 7 quarters since.
  • 3,778 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on McCarter Private Wealth Services's 13F filing for Q1 2026, filed 15 May 2026.