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Paragon Financial Partners’s Merck MRK Stock Holding History

Paragon Financial Partners’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 		$370K Buy
3,083
+2
+0.1% +$231 0.21% 61
2025
Q4 		$324K Buy
3,081
+1
+0% +$94 0.2% 60
2025
Q3 		$258K Sell
3,080
-1
-0% -$82 0.16% 65
2025
Q2 		$244K Buy
3,081
+1
+0% +$79 0.17% 64
2025
Q1 		$276K Sell
3,080
-403
-12% -$37.6K 0.22% 61
2024
Q4 		$347K Sell
3,483
-354
-9% -$36.5K 0.26% 53
2024
Q3 		$436K Buy
3,837
+2
+0.1% +$238 0.32% 49
2024
Q2 		$475K Buy
3,835
+2
+0.1% +$258 0.37% 44
2024
Q1 		$506K Buy
3,833
+1
+0% +$123 0.42% 43
2023
Q4 		$418K Buy
3,832
+2
+0.1% +$208 0.4% 47
2023
Q3 		$394K Buy
3,830
+2
+0.1% +$216 0.41% 45
2023
Q2 		$442K Buy
3,828
+101
+3% +$11.5K 0.42% 45
2023
Q1 		$397K Buy
3,727
+2
+0.1% +$216 0.42% 51
2022
Q4 		$413K Buy
3,725
+1
+0% +$102 0.46% 43
2022
Q3 		$321K Buy
3,724
+2
+0.1% +$179 0.36% 52
2022
Q2 		$339K Buy
3,722
+138
+4% +$12.2K 0.35% 53
2022
Q1 		$294K Buy
3,584
+100
+3% +$7.88K 0.26% 67
2021
Q4 		$267K Buy
+3,484
New +$277K 0.22% 75

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

Paragon Financial Partners's MRK Position: Q1 2026 in Review

Paragon Financial Partners increased its Merck (MRK) stake by 0.06% in Q1 2026, buying an estimated $231 and bringing the position to 3,083 shares worth $370K. The position accounts for 0.21% of the portfolio, ranked #61.

Paragon Financial Partners first reported a position in MRK in Q4 2021 and has held it in 18 quarters since. The position peaked at $506K in Q1 2024. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Paragon Financial Partners held 3,083 shares of Merck worth $370K as of Q1 2026.
  • Paragon Financial Partners bought 2 Merck shares in Q1 2026, an estimated $231.
  • Merck made up 0.21% of Paragon Financial Partners's portfolio in Q1 2026, its #61 holding.
  • Paragon Financial Partners first reported a position in Merck in Q4 2021 and has held it in 18 quarters since.
  • Paragon Financial Partners's Merck position peaked at $506K in Q1 2024.
  • 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Paragon Financial Partners's 13F filing for Q1 2026, filed 17 Apr 2026.