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Osprey Private Wealth’s Merck MRK Stock Holding History

Osprey Private 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 		$4.07M Buy
33,820
+4,580
+16% +$529K 1.18% 30
2025
Q4 		$3.08M Buy
29,240
+14,015
+92% +$1.32M 0.89% 32
2025
Q3 		$1.28M Buy
15,225
+8,900
+141% +$733K 0.46% 39
2025
Q2 		$512K Buy
6,325
+700
+12% +$55.6K 0.28% 39
2025
Q1 		$505K Buy
5,625
+2,500
+80% +$233K 0.3% 40
2024
Q4 		$311K Buy
3,125
+75
+2% +$7.73K 0.22% 41
2024
Q3 		$346K Buy
+3,050
New +$362K 0.24% 41

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

Osprey Private Wealth's MRK Position: Q1 2026 in Review

Osprey Private Wealth increased its Merck (MRK) stake by 16% in Q1 2026, buying an estimated $529K and bringing the position to 33,820 shares worth $4.07M. The position accounts for 1.18% of the portfolio, ranked #30.

Osprey Private Wealth first reported a position in MRK in Q3 2024 and has held it in 7 quarters since. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Osprey Private Wealth held 33,820 shares of Merck worth $4.07M as of Q1 2026.
  • Osprey Private Wealth bought 4,580 Merck shares in Q1 2026, an estimated $529K.
  • Merck made up 1.18% of Osprey Private Wealth's portfolio in Q1 2026, its #30 holding.
  • Osprey Private Wealth first reported a position in Merck in Q3 2024 and has held it in 7 quarters since.
  • 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Osprey Private Wealth's 13F filing for Q1 2026, filed 1 May 2026.