Merited Wealth’s Merck MRK Stock Holding History

Merited 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	–	Sell	-489	Closed	-$51.5K	–	211
2025 Q4	$51.5K	Buy	+489	New	+$45.9K	0.05%	119

Other funds holding MRK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Merited Wealth's MRK Position: Q1 2026 in Review

Merited Wealth sold out of Merck (MRK) in Q1 2026, closing a stake of 489 shares — an estimated $51.5K sold.

Merited Wealth first reported a position in MRK in Q4 2025 and held it in 1 quarter. The position peaked at $51.5K in Q4 2025. 3,796 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

Merited Wealth reported no remaining Merck position as of Q1 2026 after selling out during the quarter.
Merited Wealth sold 489 Merck shares in Q1 2026, an estimated $51.5K.
Merited Wealth first reported a position in Merck in Q4 2025 and held it in 1 quarter.
Merited Wealth's Merck position peaked at $51.5K in Q4 2025.
3,796 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Merited Wealth's 13F filing for Q1 2026, filed 24 Apr 2026.