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Paragon Private Wealth Management’s Merck MRK Stock Holding History

Paragon Private Wealth Management’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 		$426K Buy
3,543
+302
+9% +$34.9K 0.13% 154
2025
Q4 		$341K Buy
3,241
+170
+6% +$16K 0.1% 167
2025
Q3 		$258K Buy
+3,071
New +$253K 0.08% 196

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

Paragon Private Wealth Management increased its Merck (MRK) stake by 9.3% in Q1 2026, buying an estimated $34.9K and bringing the position to 3,543 shares worth $426K. The position accounts for 0.13% of the portfolio, ranked #154.

Paragon Private Wealth Management first reported a position in MRK in Q3 2025 and has held it in 3 quarters since. 3,778 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Paragon Private Wealth Management held 3,543 shares of Merck worth $426K as of Q1 2026.
  • Paragon Private Wealth Management bought 302 Merck shares in Q1 2026, an estimated $34.9K.
  • Merck made up 0.13% of Paragon Private Wealth Management's portfolio in Q1 2026, its #154 holding.
  • Paragon Private Wealth Management first reported a position in Merck in Q3 2025 and has held it in 3 quarters since.
  • 3,778 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Paragon Private Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.