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Mosaic Family Wealth Partners’s Merck MRK Stock Holding History

Mosaic Family Wealth Partners’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 		$562K Buy
4,676
+859
+23% +$99.2K 0.06% 170
2025
Q4 		$402K Buy
3,817
+239
+7% +$22.4K 0.04% 169
2025
Q3 		$281K Buy
3,578
+92
+3% +$7.58K 0.03% 192
2025
Q2 		$276K Sell
3,486
-3
-0.1% -$238 0.04% 187
2025
Q1 		$313K Sell
3,489
-937
-21% -$87.5K 0.04% 166
2024
Q4 		$440K Buy
4,426
+1,024
+30% +$106K 0.06% 136
2024
Q3 		$386K Hold
3,402
– – 0.06% 139
2024
Q2 		$421K Buy
3,402
+319
+10% +$41.1K 0.07% 132
2024
Q1 		$407K Buy
3,083
+88
+3% +$10.8K 0.07% 134
2023
Q4 		$327K Buy
2,995
+116
+4% +$12K 0.06% 136
2023
Q3 		$296K Hold
2,879
– – 0.06% 142
2023
Q2 		$332K Sell
2,879
-200
-6% -$22.7K 0.07% 134
2023
Q1 		$328K Sell
3,079
-13
-0.4% -$1.4K 0.07% 133
2022
Q4 		$343K Buy
+3,092
New +$316K 0.1% 128

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

Mosaic Family Wealth Partners's MRK Position: Q1 2026 in Review

Mosaic Family Wealth Partners increased its Merck (MRK) stake by 23% in Q1 2026, buying an estimated $99.2K and bringing the position to 4,676 shares worth $562K. The position accounts for 0.06% of the portfolio, ranked #170.

Mosaic Family Wealth Partners first reported a position in MRK in Q4 2022 and has held it in 14 quarters since. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Mosaic Family Wealth Partners held 4,676 shares of Merck worth $562K as of Q1 2026.
  • Mosaic Family Wealth Partners bought 859 Merck shares in Q1 2026, an estimated $99.2K.
  • Merck made up 0.06% of Mosaic Family Wealth Partners's portfolio in Q1 2026, its #170 holding.
  • Mosaic Family Wealth Partners first reported a position in Merck in Q4 2022 and has held it in 14 quarters since.
  • 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.