Mosaic Financial Group’s Merck MRK Stock Holding History

Mosaic Financial Group’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	$928K	Buy	7,714 +318	+4%	+$36.7K	0.66%	40
2025 Q4	$779K	Sell	7,396 -59	-0.8%	-$5.54K	0.53%	43
2025 Q3	$626K	Hold	7,455	–	–	0.45%	50
2025 Q2	$590K	Hold	7,455	–	–	0.45%	50
2025 Q1	$669K	Sell	7,455 -488	-6%	-$45.6K	0.54%	47
2024 Q4	$790K	Hold	7,943	–	–	0.57%	42
2024 Q3	$902K	Sell	7,943 -288	-3%	-$34.2K	0.64%	40
2024 Q2	$1.02M	Buy	8,231 +202	+3%	+$26K	0.73%	37
2024 Q1	$1.06M	Buy	+8,029	New	+$990K	0.85%	32

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

Mosaic Financial Group's MRK Position: Q1 2026 in Review

Mosaic Financial Group increased its Merck (MRK) stake by 4.3% in Q1 2026, buying an estimated $36.7K and bringing the position to 7,714 shares worth $928K. The position accounts for 0.66% of the portfolio, ranked #40.

Mosaic Financial Group first reported a position in MRK in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.06M in Q1 2024. 3,777 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

Mosaic Financial Group held 7,714 shares of Merck worth $928K as of Q1 2026.
Mosaic Financial Group bought 318 Merck shares in Q1 2026, an estimated $36.7K.
Merck made up 0.66% of Mosaic Financial Group's portfolio in Q1 2026, its #40 holding.
Mosaic Financial Group first reported a position in Merck in Q1 2024 and has held it in 9 quarters since.
Mosaic Financial Group's Merck position peaked at $1.06M in Q1 2024.
3,777 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Mosaic Financial Group's 13F filing for Q1 2026, filed 8 May 2026.