MPIA
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Milestones Private Investment Advisors’s Merck MRK Stock Holding History

Milestones Private Investment 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 		– Sell
-3,159
Closed -$333K – 100
2025
Q4 		$333K Hold
3,159
– – 0.23% 92
2025
Q3 		$265K Hold
3,159
– – 0.18% 103
2025
Q2 		$250K Buy
+3,159
New +$251K 0.19% 99

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

Milestones Private Investment Advisors's MRK Position: Q1 2026 in Review

Milestones Private Investment Advisors sold out of Merck (MRK) in Q1 2026, closing a stake of 3,159 shares — an estimated $333K sold.

Milestones Private Investment Advisors first reported a position in MRK in Q2 2025 and held it in 3 quarters. The position peaked at $333K in Q4 2025. 3,779 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Milestones Private Investment Advisors reported no remaining Merck position as of Q1 2026 after selling out during the quarter.
  • Milestones Private Investment Advisors sold 3,159 Merck shares in Q1 2026, an estimated $333K.
  • Milestones Private Investment Advisors first reported a position in Merck in Q2 2025 and held it in 3 quarters.
  • Milestones Private Investment Advisors's Merck position peaked at $333K in Q4 2025.
  • 3,779 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Milestones Private Investment Advisors's 13F filing for Q1 2026, filed 4 May 2026.