Mindset Wealth Management’s Merck MRK Stock Holding History

Mindset Wealth Management’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	$2.3M	Buy	19,097 +1,738	+10%	+$201K	0.62%	15
2025 Q4	$1.83M	Sell	17,359 -2,027	-10%	-$190K	0.48%	19
2025 Q3	$1.63M	Sell	19,386 -33	-0.2%	-$2.72K	0.44%	22
2025 Q2	$1.54M	Buy	19,419 +868	+5%	+$69K	0.5%	17
2025 Q1	$1.67M	Buy	18,551 +10,636	+134%	+$993K	0.65%	14
2024 Q4	$787K	Sell	7,915 -233	-3%	-$24K	0.29%	28
2024 Q3	$925K	Buy	+8,148	New	+$968K	0.38%	21

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

Mindset Wealth Management's MRK Position: Q1 2026 in Review

Mindset Wealth Management increased its Merck (MRK) stake by 10% in Q1 2026, buying an estimated $201K and bringing the position to 19,097 shares worth $2.3M. The position accounts for 0.62% of the portfolio, ranked #15.

Mindset Wealth Management first reported a position in MRK in Q3 2024 and has held it in 7 quarters since. 3,775 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

Mindset Wealth Management held 19,097 shares of Merck worth $2.3M as of Q1 2026.
Mindset Wealth Management bought 1,738 Merck shares in Q1 2026, an estimated $201K.
Merck made up 0.62% of Mindset Wealth Management's portfolio in Q1 2026, its #15 holding.
Mindset Wealth Management first reported a position in Merck in Q3 2024 and has held it in 7 quarters since.
3,775 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Mindset Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.