Novak & Powell Financial Services’s Merck MRK Stock Holding History

Novak & Powell Financial Services’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	$597K	Buy	4,960 +86	+2%	+$9.93K	0.32%	70
2025 Q4	$513K	Sell	4,874 -61	-1%	-$5.73K	0.27%	83
2025 Q3	$414K	Buy	4,935 +21	+0.4%	+$1.73K	0.22%	92
2025 Q2	$389K	Buy	4,914 +19	+0.4%	+$1.51K	0.27%	81
2025 Q1	$439K	Buy	4,895 +421	+9%	+$39.3K	0.27%	81
2024 Q4	$445K	Buy	4,474 +15	+0.3%	+$1.55K	0.27%	83
2024 Q3	$506K	Buy	4,459 +12	+0.3%	+$1.43K	0.29%	81
2024 Q2	$551K	Buy	4,447 +11	+0.2%	+$1.42K	0.34%	71
2024 Q1	$585K	Buy	4,436 +13	+0.3%	+$1.6K	0.44%	58
2023 Q4	$482K	Buy	+4,423	New	+$459K	0.32%	77

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

Novak & Powell Financial Services's MRK Position: Q1 2026 in Review

Novak & Powell Financial Services increased its Merck (MRK) stake by 1.8% in Q1 2026, buying an estimated $9.93K and bringing the position to 4,960 shares worth $597K. The position accounts for 0.32% of the portfolio, ranked #70.

Novak & Powell Financial Services first reported a position in MRK in Q4 2023 and has held it in 10 quarters since. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

Novak & Powell Financial Services held 4,960 shares of Merck worth $597K as of Q1 2026.
Novak & Powell Financial Services bought 86 Merck shares in Q1 2026, an estimated $9.93K.
Merck made up 0.32% of Novak & Powell Financial Services's portfolio in Q1 2026, its #70 holding.
Novak & Powell Financial Services first reported a position in Merck in Q4 2023 and has held it in 10 quarters since.
3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Novak & Powell Financial Services's 13F filing for Q1 2026, filed 14 May 2026.