Measured Wealth Private Client Group’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 | $303K | Hold |
2,518
| – | – | 0.08% | 142 |
|
|
2025
Q4 | $265K | Sell |
2,518
-55
| -2% | -$5.16K | 0.07% | 154 |
|
|
2025
Q3 | $216K | Sell |
2,573
-602
| -19% | -$49.6K | 0.06% | 171 |
|
|
2025
Q2 | $251K | Buy |
3,175
+584
| +23% | +$46.4K | 0.08% | 156 |
|
|
2025
Q1 | $233K | Sell |
2,591
-1,025
| -28% | -$95.7K | 0.07% | 155 |
|
|
2024
Q4 | $360K | Sell |
3,616
-493
| -12% | -$50.8K | 0.12% | 114 |
|
|
2024
Q3 | $467K | Sell |
4,109
-1,702
| -29% | -$202K | 0.16% | 84 |
|
|
2024
Q2 | $719K | Sell |
5,811
-428
| -7% | -$55.1K | 0.25% | 61 |
|
|
2024
Q1 | $823K | Sell |
6,239
-31
| -0.5% | -$3.82K | 0.29% | 52 |
|
|
2023
Q4 | $684K | Sell |
6,270
-4,801
| -43% | -$498K | 0.25% | 68 |
|
|
2023
Q3 | $1.14M | Buy |
11,071
+263
| +2% | +$28.3K | 0.46% | 32 |
|
|
2023
Q2 | $1.25M | Buy |
10,808
+516
| +5% | +$58.6K | 0.47% | 27 |
|
|
2023
Q1 | $1.09M | Buy |
10,292
+18
| +0.2% | +$1.94K | 0.42% | 35 |
|
|
2022
Q4 | $1.14M | Sell |
10,274
-94
| -0.9% | -$9.61K | 0.47% | 30 |
|
|
2022
Q3 | $893K | Buy |
10,368
+154
| +2% | +$13.7K | 0.39% | 36 |
|
|
2022
Q2 | $931K | Buy |
10,214
+2,629
| +35% | +$233K | 0.41% | 38 |
|
|
2022
Q1 | $622K | Buy |
7,585
+1,790
| +31% | +$141K | 0.23% | 54 |
|
|
2021
Q4 | $444K | Buy |
5,795
+364
| +7% | +$29K | 0.16% | 85 |
|
|
2021
Q3 | $408K | Sell |
5,431
-7,410
| -58% | -$564K | 0.16% | 85 |
|
|
2021
Q2 | $999K | Buy |
12,841
+767
| +6% | +$57K | 0.32% | 49 |
|
|
2021
Q1 | $888K | Buy |
12,074
+4,704
| +64% | +$347K | 0.31% | 47 |
|
|
2020
Q4 | $575K | Sell |
7,370
-1,129
| -13% | -$86.3K | 0.24% | 53 |
|
|
2020
Q3 | $673K | Buy |
8,499
+402
| +5% | +$31.5K | 0.33% | 51 |
|
|
2020
Q2 | $597K | Buy |
8,097
+2,180
| +37% | +$164K | 0.35% | 46 |
|
|
2020
Q1 | $434K | Sell |
5,917
-186
| -3% | -$14.6K | 0.34% | 47 |
|
|
2019
Q4 | $530K | Sell |
6,103
-398
| -6% | -$32.7K | 0.35% | 42 |
|
|
2019
Q3 | $522K | Sell |
6,501
-912
| -12% | -$73.1K | 0.34% | 49 |
|
|
2019
Q2 | $593K | Buy |
7,413
+106
| +1% | +$8.12K | 0.34% | 53 |
|
|
2019
Q1 | $580K | Buy |
7,307
+2,762
| +61% | +$207K | 0.36% | 56 |
|
|
2018
Q4 | $331K | Sell |
4,545
-3,936
| -46% | -$278K | 0.3% | 52 |
|
|
2018
Q3 | $574K | Hold |
8,481
| – | – | 0.34% | 39 |
|
|
2018
Q2 | $491K | Buy |
+8,481
| New | +$478K | 0.4% | 41 |
|
|
2017
Q3 | $491K | Buy |
+8,035
| New | +$487K | 0.67% | 27 |
|
Other funds holding MRK
VCM
VPM
Measured Wealth Private Client Group's MRK Position: Q1 2026 in Review
Measured Wealth Private Client Group held its Merck (MRK) position steady in Q1 2026 at 2,518 shares worth $303K. The position accounts for 0.08% of the portfolio, ranked #142.
Measured Wealth Private Client Group first reported a position in MRK in Q3 2017 and has held it in 33 quarters since. The position peaked at $1.25M in Q2 2023. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.
- Measured Wealth Private Client Group held 2,518 shares of Merck worth $303K as of Q1 2026.
- Measured Wealth Private Client Group left its Merck share count unchanged in Q1 2026.
- Merck made up 0.08% of Measured Wealth Private Client Group's portfolio in Q1 2026, its #142 holding.
- Measured Wealth Private Client Group first reported a position in Merck in Q3 2017 and has held it in 33 quarters since.
- Measured Wealth Private Client Group's Merck position peaked at $1.25M in Q2 2023.
- 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.
Based on Measured Wealth Private Client Group's 13F filing for Q1 2026, filed 13 May 2026.