Pathway Financial Advisers’s Merck MRK Stock Holding History

Pathway Financial Advisers’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	$3.79M	Buy	31,490 +2,904	+10%	+$335K	1.07%	31
2025 Q4	$3.01M	Buy	28,586 +947	+3%	+$88.9K	0.87%	39
2025 Q3	$2.31M	Buy	27,639 +3,388	+14%	+$279K	0.67%	50
2025 Q2	$1.92M	Buy	24,251 +1,682	+7%	+$134K	0.62%	59
2025 Q1	$2.03M	Buy	22,569 +94	+0.4%	+$8.78K	0.69%	50
2024 Q4	$2.24M	Buy	22,475 +231	+1%	+$23.8K	0.75%	43
2024 Q3	$2.53M	Buy	22,244 +128	+0.6%	+$15.2K	1.14%	29
2024 Q2	$2.73M	Buy	22,116 +181	+0.8%	+$23.3K	0.98%	32
2024 Q1	$2.89M	Buy	21,935 +2,249	+11%	+$277K	1.04%	31
2023 Q4	$2.15M	Buy	19,686 +1,341	+7%	+$139K	0.82%	38
2023 Q3	$1.89M	Buy	+18,345	New	+$1.98M	0.78%	40
2023 Q1	$2.07M	Sell	19,435 -2,147	-10%	-$232K	0.83%	42
2022 Q4	$2.39M	Buy	+21,582	New	+$2.21M	0.97%	31

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

Pathway Financial Advisers's MRK Position: Q1 2026 in Review

Pathway Financial Advisers increased its Merck (MRK) stake by 10% in Q1 2026, buying an estimated $335K and bringing the position to 31,490 shares worth $3.79M. The position accounts for 1.07% of the portfolio, ranked #31.

Pathway Financial Advisers first reported a position in MRK in Q4 2022 and has held it in 13 quarters since. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

Pathway Financial Advisers held 31,490 shares of Merck worth $3.79M as of Q1 2026.
Pathway Financial Advisers bought 2,904 Merck shares in Q1 2026, an estimated $335K.
Merck made up 1.07% of Pathway Financial Advisers's portfolio in Q1 2026, its #31 holding.
Pathway Financial Advisers first reported a position in Merck in Q4 2022 and has held it in 13 quarters since.
3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Pathway Financial Advisers's 13F filing for Q1 2026, filed 23 Apr 2026.