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NewSquare Capital’s Merck MRK Stock Holding History

NewSquare Capital’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 		$5.95M Sell
49,454
-458
-0.9% -$52.9K 0.52% 59
2025
Q4 		$5.25M Sell
49,912
-16,127
-24% -$1.51M 0.46% 64
2025
Q3 		$5.54M Sell
66,039
-410
-0.6% -$33.8K 0.38% 86
2025
Q2 		$5.16M Buy
66,449
+3,150
+5% +$250K 0.38% 82
2025
Q1 		$5.57M Sell
63,299
-71
-0.1% -$6.63K 0.45% 74
2024
Q4 		$6.18M Buy
63,370
+788
+1% +$81.2K 0.49% 68
2024
Q3 		$6.97M Sell
62,582
-491
-0.8% -$58.3K 0.55% 57
2024
Q2 		$7.66M Buy
63,073
+1,694
+3% +$218K 0.66% 41
2024
Q1 		$7.94M Sell
61,379
-29,565
-33% -$3.64M 0.7% 36
2023
Q4 		$9.78M Buy
90,944
+2,490
+3% +$258K 0.93% 30
2023
Q3 		$8.98M Buy
88,454
+3,590
+4% +$387K 0.95% 27
2023
Q2 		$9.79M Buy
84,864
+4,348
+5% +$494K 1.02% 26
2023
Q1 		$8.57M Buy
80,516
+5,877
+8% +$635K 1.01% 22
2022
Q4 		$8.28M Buy
74,639
+3,205
+4% +$328K 1.03% 22
2022
Q3 		$6.15M Buy
71,434
+4,407
+7% +$393K 0.77% 34
2022
Q2 		$6.11M Buy
67,027
+6,564
+11% +$582K 0.78% 37
2022
Q1 		$4.96M Buy
60,463
+58,814
+3,567% +$4.64M 0.53% 46
2021
Q4 		$126K Buy
1,649
+50
+3% +$3.98K 0.01% 179
2021
Q3 		$120K Buy
1,599
+218
+16% +$16.6K 0.01% 175
2021
Q2 		$107K Sell
1,381
-66
-5% -$4.91K 0.01% 170
2021
Q1 		$106K Hold
1,447
– – 0.01% 161
2020
Q4 		$113K Hold
1,447
– – 0.02% 157
2020
Q3 		$115K Hold
1,447
– – 0.02% 139
2020
Q2 		$107K Sell
1,447
-1,772
-55% -$133K 0.02% 146
2020
Q1 		$236K Buy
3,219
+1,290
+67% +$101K 0.04% 130
2019
Q4 		$167K Buy
1,929
+482
+33% +$39.6K 0.03% 131
2019
Q3 		$116K Sell
1,447
-1,764
-55% -$141K 0.02% 120
2019
Q2 		$257K Buy
3,211
+86
+3% +$6.58K 0.05% 119
2019
Q1 		$248K Sell
3,125
-21
-0.7% -$1.57K 0.05% 113
2018
Q4 		$229K Buy
3,146
+108
+4% +$7.62K 0.05% 106
2018
Q3 		$206K Hold
3,038
– – 0.04% 118
2018
Q2 		$181K Buy
3,038
+6
+0.2% +$338 0.04% 119
2018
Q1 		$158K Buy
3,032
+232
+8% +$12.5K 0.03% 112
2017
Q4 		$150K Sell
2,800
-12,711
-82% -$705K 0.03% 109
2017
Q3 		$115K Buy
15,511
+13,638
+728% +$827K 0.03% 108
2017
Q2 		$115K Hold
1,873
– – 0.03% 108
2017
Q1 		$114K Hold
1,873
– – 0.03% 113
2016
Q4 		$105K Sell
1,873
-419
-18% -$24.5K 0.03% 130
2016
Q3 		$137K Buy
2,292
+87
+4% +$5.09K 0.03% 129
2016
Q2 		$121K Buy
2,205
+274
+14% +$14.6K 0.03% 132
2016
Q1 		$98K Buy
1,931
+464
+32% +$22.7K 0.03% 141
2015
Q4 		$74K Hold
1,467
– – 0.02% 133
2015
Q3 		$69K Hold
1,467
– – 0.02% 129
2015
Q2 		$80K Sell
1,467
-8,311
-85% -$466K 0.02% 134
2015
Q1 		$536K Buy
9,778
+477
+5% +$27K 0.16% 84
2014
Q4 		$504K Buy
9,301
+621
+7% +$34.6K 0.17% 83
2014
Q3 		$491K Buy
8,680
+657
+8% +$36.9K 0.17% 92
2014
Q2 		$443K Buy
8,023
+62
+0.8% +$3.38K 0.16% 90
2014
Q1 		$431K Buy
7,961
+43
+0.5% +$2.23K 0.17% 84
2013
Q4 		$378K Buy
7,918
+653
+9% +$29.8K 0.18% 68
2013
Q3 		$330K Sell
7,265
-78
-1% -$3.56K 0.16% 72
2013
Q2 		$325K Buy
+7,343
New +$328K 0.16% 74

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

NewSquare Capital's MRK Position: Q1 2026 in Review

NewSquare Capital reduced its Merck (MRK) stake by 0.92% in Q1 2026, selling an estimated $52.9K and leaving 49,454 shares worth $5.95M. The position accounts for 0.52% of the portfolio, ranked #59.

NewSquare Capital first reported a position in MRK in Q2 2013 and has held it in 52 quarters since. The position peaked at $9.79M in Q2 2023. 3,777 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • NewSquare Capital held 49,454 shares of Merck worth $5.95M as of Q1 2026.
  • NewSquare Capital sold 458 Merck shares in Q1 2026, an estimated $52.9K.
  • Merck made up 0.52% of NewSquare Capital's portfolio in Q1 2026, its #59 holding.
  • NewSquare Capital first reported a position in Merck in Q2 2013 and has held it in 52 quarters since.
  • NewSquare Capital's Merck position peaked at $9.79M in Q2 2023.
  • 3,777 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on NewSquare Capital's 13F filing for Q1 2026, filed 8 May 2026.