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MRK icon

Naviter Wealth’s Merck MRK Stock Holding History

Naviter Wealth’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 		$2.62M Buy
21,629
+1,282
+6% +$148K 0.33% 73
2025
Q4 		$2.16M Sell
20,347
-898
-4% -$84.3K 0.28% 86
2025
Q3 		$1.8M Sell
21,245
-2,552
-11% -$210K 0.21% 123
2025
Q2 		$1.9M Sell
23,797
-976
-4% -$77.6K 0.23% 114
2025
Q1 		$2.23M Buy
24,773
+192
+0.8% +$17.9K 0.27% 101
2024
Q4 		$2.47M Buy
24,581
+3,009
+14% +$310K 0.3% 87
2024
Q3 		$2.47M Buy
21,572
+357
+2% +$42.4K 0.34% 76
2024
Q2 		$2.64M Buy
21,215
+1,020
+5% +$131K 0.39% 68
2024
Q1 		$2.68M Buy
20,195
+3,045
+18% +$375K 0.44% 61
2023
Q4 		$1.88M Buy
17,150
+1,544
+10% +$160K 0.38% 70
2023
Q3 		$1.62M Buy
15,606
+846
+6% +$91.2K 0.39% 63
2023
Q2 		$1.71M Buy
14,760
+1,814
+14% +$206K 0.44% 56
2023
Q1 		$1.38M Buy
12,946
+2,629
+25% +$284K 0.48% 49
2022
Q4 		$1.12M Buy
10,317
+547
+6% +$55.9K 0.31% 80
2022
Q3 		$848K Buy
9,770
+628
+7% +$56.1K 0.35% 64
2022
Q2 		$835K Buy
+9,142
New +$810K 0.34% 69

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

Naviter Wealth's MRK Position: Q1 2026 in Review

Naviter Wealth increased its Merck (MRK) stake by 6.3% in Q1 2026, buying an estimated $148K and bringing the position to 21,629 shares worth $2.62M. The position accounts for 0.33% of the portfolio, ranked #73.

Naviter Wealth first reported a position in MRK in Q2 2022 and has held it in 16 quarters since. The position peaked at $2.68M in Q1 2024. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Naviter Wealth held 21,629 shares of Merck worth $2.62M as of Q1 2026.
  • Naviter Wealth bought 1,282 Merck shares in Q1 2026, an estimated $148K.
  • Merck made up 0.33% of Naviter Wealth's portfolio in Q1 2026, its #73 holding.
  • Naviter Wealth first reported a position in Merck in Q2 2022 and has held it in 16 quarters since.
  • Naviter Wealth's Merck position peaked at $2.68M in Q1 2024.
  • 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Naviter Wealth's 13F filing for Q1 2026, filed 10 Apr 2026.