MWM
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Modera Wealth Management’s Merck MRK Stock Holding History

Modera 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 		$5.9M Buy
49,014
+4,899
+11% +$566K 0.07% 163
2025
Q4 		$4.64M Buy
44,115
+1,193
+3% +$112K 0.05% 190
2025
Q3 		$3.6M Sell
42,922
-2,333
-5% -$192K 0.04% 212
2025
Q2 		$3.58M Sell
45,255
-2,910
-6% -$231K 0.04% 209
2025
Q1 		$4.32M Sell
48,165
-4,493
-9% -$419K 0.06% 189
2024
Q4 		$5.24M Sell
52,658
-937
-2% -$96.6K 0.06% 176
2024
Q3 		$6.09M Sell
53,595
-233
-0.4% -$27.7K 0.08% 145
2024
Q2 		$6.66M Sell
53,828
-768
-1% -$98.9K 0.1% 132
2024
Q1 		$7.2M Buy
54,596
+225
+0.4% +$27.7K 0.11% 129
2023
Q4 		$5.93M Sell
54,371
-780
-1% -$81K 0.1% 137
2023
Q3 		$5.68M Sell
55,151
-915
-2% -$98.6K 0.11% 134
2023
Q2 		$6.47M Buy
56,066
+20,004
+55% +$2.27M 0.12% 129
2023
Q1 		$3.84M Buy
36,062
+536
+2% +$57.9K 0.15% 71
2022
Q4 		$3.94M Sell
35,526
-17
-0% -$1.74K 0.16% 66
2022
Q3 		$3.06M Buy
35,543
+63
+0.2% +$5.62K 0.16% 70
2022
Q2 		$3.23M Buy
35,480
+40
+0.1% +$3.55K 0.15% 73
2022
Q1 		$2.91M Sell
35,440
-247
-0.7% -$19.5K 0.13% 81
2021
Q4 		$2.73M Buy
35,687
+6,877
+24% +$548K 0.1% 94
2021
Q3 		$2.16M Buy
28,810
+188
+0.7% +$14.3K 0.11% 66
2021
Q2 		$2.23M Sell
28,622
-1,293
-4% -$96.2K 0.12% 64
2021
Q1 		$2.2M Sell
29,915
-931
-3% -$68.7K 0.14% 59
2020
Q4 		$2.41M Buy
30,846
+7,654
+33% +$585K 0.19% 54
2020
Q3 		$1.84M Hold
23,192
– – 0.27% 35
2020
Q2 		$1.71M Sell
23,192
-310
-1% -$23.3K 0.27% 35
2020
Q1 		$1.73M Buy
23,502
+48
+0.2% +$3.77K 0.36% 34
2019
Q4 		$2.04M Buy
23,454
+168
+0.7% +$13.8K 0.32% 28
2019
Q3 		$1.87M Buy
23,286
+3
+0% +$240 0.31% 29
2019
Q2 		$1.86M Buy
23,283
+353
+2% +$27K 0.34% 30
2019
Q1 		$1.82M Buy
22,930
+666
+3% +$49.8K 0.34% 30
2018
Q4 		$1.62M Sell
22,264
-536
-2% -$37.8K 0.32% 31
2018
Q3 		$1.54M Buy
22,800
+381
+2% +$24.3K 0.31% 32
2018
Q2 		$1.3M Buy
22,419
+109
+0.5% +$6.15K 0.27% 33
2018
Q1 		$1.16M Buy
22,310
+452
+2% +$24.4K 0.24% 37
2017
Q4 		$1.17M Sell
21,858
-870
-4% -$48.2K 0.25% 35
2017
Q3 		$1.39M Buy
22,728
+13,331
+142% +$808K 0.31% 31
2017
Q2 		$575K Sell
9,397
-41
-0.4% -$2.5K 0.14% 58
2017
Q1 		$572K Buy
9,438
+189
+2% +$11.5K 0.14% 57
2016
Q4 		$520K Sell
9,249
-473
-5% -$27.7K 0.18% 54
2016
Q3 		$579K Buy
9,722
+142
+1% +$8.3K 0.19% 49
2016
Q2 		$527K Sell
9,580
-805
-8% -$42.8K 0.18% 49
2016
Q1 		$524K Sell
10,385
-10,512
-50% -$515K 0.18% 54
2015
Q4 		$1.05M Buy
20,897
+13,938
+200% +$703K 0.42% 22
2015
Q3 		$328K Sell
6,959
-44
-0.6% -$2.34K 0.14% 52
2015
Q2 		$380K Buy
7,003
+24
+0.3% +$1.35K 0.15% 51
2015
Q1 		$383K Buy
6,979
+205
+3% +$11.6K 0.15% 53
2014
Q4 		$367K Sell
6,774
-1,476
-18% -$82.2K 0.14% 56
2014
Q3 		$467K Buy
8,250
+951
+13% +$53.4K 0.2% 43
2014
Q2 		$403K Buy
7,299
+94
+1% +$5.13K 0.18% 37
2014
Q1 		$390K Sell
7,205
-233
-3% -$12.1K 0.15% 38
2013
Q4 		$355K Buy
7,438
+1,268
+21% +$58K 0.13% 59
2013
Q3 		$280K Sell
6,170
-52
-0.8% -$2.37K 0.13% 44
2013
Q2 		$276K Buy
+6,222
New +$278K 0.14% 43

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

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

Modera Wealth Management increased its Merck (MRK) stake by 11% in Q1 2026, buying an estimated $566K and bringing the position to 49,014 shares worth $5.9M. The position accounts for 0.07% of the portfolio, ranked #163.

Modera Wealth Management first reported a position in MRK in Q2 2013 and has held it in 52 quarters since. The position peaked at $7.2M in Q1 2024. 3,775 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Modera Wealth Management held 49,014 shares of Merck worth $5.9M as of Q1 2026.
  • Modera Wealth Management bought 4,899 Merck shares in Q1 2026, an estimated $566K.
  • Merck made up 0.07% of Modera Wealth Management's portfolio in Q1 2026, its #163 holding.
  • Modera Wealth Management first reported a position in Merck in Q2 2013 and has held it in 52 quarters since.
  • Modera Wealth Management's Merck position peaked at $7.2M in Q1 2024.
  • 3,775 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Modera Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.