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Pasadena Private Wealth’s Merck MRK Stock Holding History

Pasadena 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 		$315K Buy
2,615
+20
+0.8% +$2.31K 0.04% 168
2025
Q4 		$273K Buy
2,595
+110
+4% +$10.3K 0.04% 186
2025
Q3 		$209K Sell
2,485
-100
-4% -$8.24K 0.03% 189
2025
Q2 		$205K Sell
2,585
-750
-22% -$59.6K 0.04% 179
2025
Q1 		$299K Sell
3,335
-175
-5% -$16.3K 0.06% 144
2024
Q4 		$349K Buy
3,510
+200
+6% +$20.6K 0.07% 113
2024
Q3 		$376K Hold
3,310
– – 0.08% 103
2024
Q2 		$410K Hold
3,310
– – 0.09% 91
2024
Q1 		$437K Hold
3,310
– – 0.1% 87
2023
Q4 		$361K Buy
3,310
+25
+0.8% +$2.6K 0.09% 95
2023
Q3 		$338K Hold
3,285
– – 0.1% 65
2023
Q2 		$379K Sell
3,285
-1
-0% -$114 0.11% 65
2023
Q1 		$350K Buy
3,286
+1
+0% +$108 0.1% 69
2022
Q4 		$365K Sell
3,285
-262
-7% -$26.8K 0.11% 62
2022
Q3 		$305K Buy
3,547
+251
+8% +$22.4K 0.11% 60
2022
Q2 		$301K Buy
3,296
+1
+0% +$89 0.1% 59
2022
Q1 		$270K Sell
3,295
-449
-12% -$35.4K 0.09% 69
2021
Q4 		$287K Buy
3,744
+670
+22% +$53.4K 0.09% 76
2021
Q3 		$231K Hold
3,074
– – 0.08% 71
2021
Q2 		$239K Sell
3,074
-148
-5% -$11K 0.08% 71
2021
Q1 		$237K Hold
3,222
– – 0.09% 68
2020
Q4 		$251K Hold
3,222
– – 0.09% 62
2020
Q3 		$255K Hold
3,222
– – 0.1% 54
2020
Q2 		$238K Hold
3,222
– – 0.09% 59
2020
Q1 		$251K Buy
3,222
+472
+17% +$37.1K 0.1% 60
2019
Q4 		$239K Hold
2,750
– – 0.1% 55
2019
Q3 		$221K Hold
2,750
– – 0.1% 53
2019
Q2 		$220K Sell
2,750
-169
-6% -$12.9K 0.1% 49
2019
Q1 		$232K Buy
+2,919
New +$218K 0.25% 38

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

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

Pasadena Private Wealth increased its Merck (MRK) stake by 0.77% in Q1 2026, buying an estimated $2.31K and bringing the position to 2,615 shares worth $315K. The position accounts for 0.04% of the portfolio, ranked #168.

Pasadena Private Wealth first reported a position in MRK in Q1 2019 and has held it in 29 quarters since. The position peaked at $437K in Q1 2024. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Pasadena Private Wealth held 2,615 shares of Merck worth $315K as of Q1 2026.
  • Pasadena Private Wealth bought 20 Merck shares in Q1 2026, an estimated $2.31K.
  • Merck made up 0.04% of Pasadena Private Wealth's portfolio in Q1 2026, its #168 holding.
  • Pasadena Private Wealth first reported a position in Merck in Q1 2019 and has held it in 29 quarters since.
  • Pasadena Private Wealth's Merck position peaked at $437K in Q1 2024.
  • 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Pasadena Private Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.