NW
MRK icon

NewEdge Wealth’s Merck MRK Stock Holding History

NewEdge 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 		$8.01M Sell
66,602
-21,995
-25% -$2.54M 0.1% 153
2025
Q4 		$9.33M Buy
88,597
+24,306
+38% +$2.28M 0.11% 145
2025
Q3 		$5.43M Buy
64,291
+9,053
+16% +$746K 0.08% 195
2025
Q2 		$4.44M Sell
55,238
-5,682
-9% -$452K 0.07% 229
2025
Q1 		$5.47M Sell
60,920
-24,850
-29% -$2.32M 0.1% 173
2024
Q4 		$8.53M Buy
85,770
+4,033
+5% +$416K 0.15% 126
2024
Q3 		$9.28M Buy
81,737
+7,277
+10% +$865K 0.17% 125
2024
Q2 		$9.22M Sell
74,460
-4,097
-5% -$528K 0.2% 111
2024
Q1 		$10.1M Buy
78,557
+7,605
+11% +$937K 0.23% 109
2023
Q4 		$7.74M Buy
70,952
+12,413
+21% +$1.29M 0.2% 114
2023
Q3 		$6.03M Buy
58,539
+2,267
+4% +$244K 0.19% 121
2023
Q2 		$6.49M Sell
56,272
-1,942
-3% -$220K 0.22% 112
2023
Q1 		$6.19M Buy
58,214
+4,121
+8% +$445K 0.24% 101
2022
Q4 		$6M Buy
54,093
+4,551
+9% +$465K 0.26% 96
2022
Q3 		$4.27M Sell
49,542
-8,301
-14% -$741K 0.2% 113
2022
Q2 		$5.27M Buy
57,843
+50,274
+664% +$4.46M 0.24% 103
2022
Q1 		$621K Buy
7,569
+3,827
+102% +$302K 0.03% 274
2021
Q4 		$287K Sell
3,742
-973
-21% -$77.5K 0.01% 345
2021
Q3 		$354K Buy
4,715
+796
+20% +$60.5K 0.02% 236
2021
Q2 		$305K Buy
+3,919
New +$291K 0.02% 241

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

NewEdge Wealth's MRK Position: Q1 2026 in Review

NewEdge Wealth reduced its Merck (MRK) stake by 25% in Q1 2026, selling an estimated $2.54M and leaving 66,602 shares worth $8.01M. The position accounts for 0.1% of the portfolio, ranked #153.

NewEdge Wealth first reported a position in MRK in Q2 2021 and has held it in 20 quarters since. The position peaked at $10.1M in Q1 2024. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • NewEdge Wealth held 66,602 shares of Merck worth $8.01M as of Q1 2026.
  • NewEdge Wealth sold 21,995 Merck shares in Q1 2026, an estimated $2.54M.
  • Merck made up 0.1% of NewEdge Wealth's portfolio in Q1 2026, its #153 holding.
  • NewEdge Wealth first reported a position in Merck in Q2 2021 and has held it in 20 quarters since.
  • NewEdge Wealth's Merck position peaked at $10.1M in Q1 2024.
  • 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.