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Monument Group Wealth Advisors’s Merck MRK Stock Holding History

Monument Group Wealth 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 		$304K Hold
2,530
– – 0.17% 28
2025
Q4 		$266K Hold
2,530
– – 0.15% 37
2025
Q3 		$212K Sell
2,530
-327
-11% -$26.9K 0.13% 46
2025
Q2 		$226K Buy
2,857
+250
+10% +$19.9K 0.14% 51
2025
Q1 		$234K Buy
2,607
+77
+3% +$7.19K 0.16% 43
2024
Q4 		$252K Hold
2,530
– – 0.18% 41
2024
Q3 		$287K Hold
2,530
– – 0.17% 40
2024
Q2 		$313K Hold
2,530
– – 0.21% 34
2024
Q1 		$334K Buy
+2,530
New +$312K 0.25% 30

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

Monument Group Wealth Advisors's MRK Position: Q1 2026 in Review

Monument Group Wealth Advisors held its Merck (MRK) position steady in Q1 2026 at 2,530 shares worth $304K. The position accounts for 0.17% of the portfolio, ranked #28.

Monument Group Wealth Advisors first reported a position in MRK in Q1 2024 and has held it in 9 quarters since. The position peaked at $334K in Q1 2024. 3,778 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Monument Group Wealth Advisors held 2,530 shares of Merck worth $304K as of Q1 2026.
  • Monument Group Wealth Advisors left its Merck share count unchanged in Q1 2026.
  • Merck made up 0.17% of Monument Group Wealth Advisors's portfolio in Q1 2026, its #28 holding.
  • Monument Group Wealth Advisors first reported a position in Merck in Q1 2024 and has held it in 9 quarters since.
  • Monument Group Wealth Advisors's Merck position peaked at $334K in Q1 2024.
  • 3,778 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Monument Group Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.