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Newbridge Financial Services Group’s Merck MRK Stock Holding History

Newbridge Financial Services 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 		$350K Sell
2,911
-95
-3% -$11K 0.06% 168
2025
Q4 		$316K Buy
3,006
+432
+17% +$40.6K 0.05% 180
2025
Q3 		$216K Sell
2,574
-290
-10% -$23.9K 0.03% 287
2025
Q2 		$227K Buy
2,864
+136
+5% +$10.8K 0.04% 270
2025
Q1 		$245K Sell
2,728
-548
-17% -$51.2K 0.06% 172
2024
Q4 		$326K Sell
3,276
-741
-18% -$76.4K 0.08% 162
2024
Q3 		$456K Sell
4,017
-86
-2% -$10.2K 0.16% 101
2024
Q2 		$508K Buy
4,103
+1,684
+70% +$217K 0.19% 96
2024
Q1 		$319K Sell
2,419
-14
-0.6% -$1.73K 0.14% 134
2023
Q4 		$265K Sell
2,433
-447
-16% -$46.4K 0.13% 152
2023
Q3 		$297K Buy
2,880
+201
+8% +$21.7K 0.15% 138
2023
Q2 		$309K Sell
2,679
-830
-24% -$94.2K 0.15% 140
2023
Q1 		$373K Sell
3,509
-210
-6% -$22.7K 0.2% 108
2022
Q4 		$413K Buy
3,719
+528
+17% +$54K 0.24% 93
2022
Q3 		$275K Buy
3,191
+273
+9% +$24.4K 0.16% 141
2022
Q2 		$266K Buy
2,918
+152
+5% +$13.5K 0.17% 129
2022
Q1 		$227K Buy
2,766
+590
+27% +$46.5K 0.11% 178
2021
Q4 		$167K Buy
2,176
+1,223
+128% +$97.4K 0.08% 224
2021
Q3 		$72K Sell
953
-676
-41% -$51.4K 0.05% 325
2021
Q2 		$127K Buy
1,629
+136
+9% +$10.1K 0.08% 242
2021
Q1 		$110K Buy
1,493
+286
+24% +$21.1K 0.08% 237
2020
Q4 		$94K Hold
1,207
– – 0.08% 232
2020
Q3 		$96K Buy
+1,207
New +$94.5K 0.09% 201

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

Newbridge Financial Services Group's MRK Position: Q1 2026 in Review

Newbridge Financial Services Group reduced its Merck (MRK) stake by 3.2% in Q1 2026, selling an estimated $11K and leaving 2,911 shares worth $350K. The position accounts for 0.06% of the portfolio, ranked #168.

Newbridge Financial Services Group first reported a position in MRK in Q3 2020 and has held it in 23 quarters since. The position peaked at $508K in Q2 2024. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Newbridge Financial Services Group held 2,911 shares of Merck worth $350K as of Q1 2026.
  • Newbridge Financial Services Group sold 95 Merck shares in Q1 2026, an estimated $11K.
  • Merck made up 0.06% of Newbridge Financial Services Group's portfolio in Q1 2026, its #168 holding.
  • Newbridge Financial Services Group first reported a position in Merck in Q3 2020 and has held it in 23 quarters since.
  • Newbridge Financial Services Group's Merck position peaked at $508K in Q2 2024.
  • 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Newbridge Financial Services Group's 13F filing for Q1 2026, filed 5 May 2026.