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Moneta Group Investment Advisors’s Merck MRK Stock Holding History

Moneta Group 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 		$7.58M Buy
63,052
+8,047
+15% +$929K 0.06% 126
2025
Q4 		$5.79M Sell
55,005
-5,579
-9% -$524K 0.04% 152
2025
Q3 		$5.08M Buy
60,584
+1,764
+3% +$145K 0.04% 162
2025
Q2 		$4.66M Sell
58,820
-2,269
-4% -$180K 0.06% 144
2025
Q1 		$5.48M Sell
61,089
-1,556
-2% -$145K 0.08% 125
2024
Q4 		$6.23M Buy
62,645
+3,036
+5% +$313K 0.09% 113
2024
Q3 		$6.77M Sell
59,609
-20
-0% -$2.38K 0.1% 111
2024
Q2 		$7.38M Buy
59,629
+2,030
+4% +$261K 0.12% 100
2024
Q1 		$7.6M Buy
57,599
+2,751
+5% +$339K 0.12% 96
2023
Q4 		$5.98M Buy
54,848
+9
+0% +$934 0.12% 96
2023
Q3 		$5.65M Buy
54,839
+439
+0.8% +$47.3K 0.13% 93
2023
Q2 		$6.28M Buy
54,400
+2,306
+4% +$262K 0.14% 86
2023
Q1 		$5.54M Buy
52,094
+11,717
+29% +$1.27M 0.13% 96
2022
Q4 		$4.34M Buy
40,377
+2,291
+6% +$234K 0.12% 104
2022
Q3 		$3.28M Buy
38,086
+135
+0.4% +$12.1K 0.12% 109
2022
Q2 		$3.46M Sell
37,951
-1,549
-4% -$137K 0.12% 109
2022
Q1 		$3.24M Buy
39,500
+578
+1% +$45.6K 0.13% 103
2021
Q4 		$2.98M Buy
38,922
+2,589
+7% +$206K 0.12% 113
2021
Q3 		$2.73M Sell
36,333
-2,847
-7% -$217K 0.13% 108
2021
Q2 		$3.05M Buy
39,180
+2,135
+6% +$159K 0.14% 108
2021
Q1 		$2.73M Buy
37,045
+22,222
+150% +$1.64M 0.14% 107
2020
Q4 		$1.16M Sell
14,823
-1,424
-9% -$109K 0.08% 134
2020
Q3 		$1.29M Buy
16,247
+3,779
+30% +$296K 0.11% 108
2020
Q2 		$920K Buy
12,468
+1,353
+12% +$102K 0.09% 117
2020
Q1 		$816K Buy
11,115
+203
+2% +$16K 0.08% 120
2019
Q4 		$947K Sell
10,912
-169
-2% -$13.9K 0.08% 120
2019
Q3 		$890K Sell
11,081
-156
-1% -$12.5K 0.08% 128
2019
Q2 		$899K Sell
11,237
-1,187
-10% -$90.9K 0.09% 121
2019
Q1 		$986K Sell
12,424
-6,847
-36% -$512K 0.1% 97
2018
Q4 		$1.41M Buy
19,271
+3,726
+24% +$263K 0.17% 87
2018
Q3 		$1.05M Sell
15,545
-7,524
-33% -$479K 0.11% 101
2018
Q2 		$1.34M Buy
23,069
+11,960
+108% +$675K 0.15% 86
2018
Q1 		$409K Buy
11,109
+4,331
+64% +$234K 0.05% 135
2017
Q4 		$364K Sell
6,778
-7
-0.1% -$388 0.06% 148
2017
Q3 		$415K Sell
6,785
-767
-10% -$46.5K 0.06% 137
2017
Q2 		$462K Buy
7,552
+749
+11% +$45.6K 0.08% 129
2017
Q1 		$412K Sell
6,803
-1,753
-20% -$106K 0.08% 99
2016
Q4 		$481K Buy
8,556
+2,178
+34% +$127K 0.1% 91
2016
Q3 		$380K Sell
6,378
-67
-1% -$3.92K 0.09% 94
2016
Q2 		$354K Hold
6,445
– – 0.08% 128
2016
Q1 		$325K Hold
6,445
– – 0.07% 127
2015
Q4 		$325K Buy
6,445
+576
+10% +$29K 0.08% 103
2015
Q3 		$277K Buy
+5,869
New +$312K 0.08% 105

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

Moneta Group Investment Advisors's MRK Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its Merck (MRK) stake by 15% in Q1 2026, buying an estimated $929K and bringing the position to 63,052 shares worth $7.58M. The position accounts for 0.06% of the portfolio, ranked #126.

Moneta Group Investment Advisors first reported a position in MRK in Q3 2015 and has held it in 43 quarters since. The position peaked at $7.6M in Q1 2024. 3,779 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Moneta Group Investment Advisors held 63,052 shares of Merck worth $7.58M as of Q1 2026.
  • Moneta Group Investment Advisors bought 8,047 Merck shares in Q1 2026, an estimated $929K.
  • Merck made up 0.06% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #126 holding.
  • Moneta Group Investment Advisors first reported a position in Merck in Q3 2015 and has held it in 43 quarters since.
  • Moneta Group Investment Advisors's Merck position peaked at $7.6M in Q1 2024.
  • 3,779 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.