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Phoenix Wealth Advisors’s Merck MRK Stock Holding History

Phoenix Wealth Advisors’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 		$678K Sell
5,633
-91
-2% -$10.5K 0.27% 69
2025
Q4 		$603K Sell
5,724
-96
-2% -$9.01K 0.23% 74
2025
Q3 		$488K Sell
5,820
-216
-4% -$17.8K 0.19% 83
2025
Q2 		$478K Sell
6,036
-20,525
-77% -$1.63M 0.2% 84
2025
Q1 		$2.38M Buy
26,561
+114
+0.4% +$10.6K 1.04% 32
2024
Q4 		$2.63M Sell
26,447
-931
-3% -$96K 1.14% 27
2024
Q3 		$3.11M Sell
27,378
-866
-3% -$103K 1.44% 19
2024
Q2 		$3.5M Buy
28,244
+373
+1% +$48K 1.76% 14
2024
Q1 		$3.68M Buy
27,871
+406
+1% +$50K 2.24% 11
2023
Q4 		$3.11M Sell
27,465
-1,302
-5% -$135K 2.17% 14
2023
Q3 		$2.96M Buy
28,767
+672
+2% +$72.4K 1.74% 14
2023
Q2 		$3.24M Buy
28,095
+12,910
+85% +$1.47M 1.89% 10
2023
Q1 		$1.62M Sell
15,185
-1,679
-10% -$181K 1% 26
2022
Q4 		$1.87M Buy
16,864
+1,216
+8% +$124K 1.13% 24
2022
Q3 		$1.35M Buy
15,648
+878
+6% +$78.4K 1.35% 29
2022
Q2 		$1.35M Buy
14,770
+1,567
+12% +$139K 1.33% 27
2022
Q1 		$1.12M Buy
13,203
+2,223
+20% +$175K 1.16% 24
2021
Q4 		$842K Buy
10,980
+3,501
+47% +$279K 0.64% 41
2021
Q3 		$562K Buy
7,479
+508
+7% +$38.6K 0.42% 62
2021
Q2 		$545K Sell
6,971
-160
-2% -$11.9K 0.39% 67
2021
Q1 		$525K Buy
7,131
+886
+14% +$65.4K 0.41% 54
2020
Q4 		$487K Buy
+6,245
New +$478K 0.37% 61

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

Phoenix Wealth Advisors's MRK Position: Q1 2026 in Review

Phoenix Wealth Advisors reduced its Merck (MRK) stake by 1.6% in Q1 2026, selling an estimated $10.5K and leaving 5,633 shares worth $678K. The position accounts for 0.27% of the portfolio, ranked #69.

Phoenix Wealth Advisors first reported a position in MRK in Q4 2020 and has held it in 22 quarters since. The position peaked at $3.68M in Q1 2024. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Phoenix Wealth Advisors held 5,633 shares of Merck worth $678K as of Q1 2026.
  • Phoenix Wealth Advisors sold 91 Merck shares in Q1 2026, an estimated $10.5K.
  • Merck made up 0.27% of Phoenix Wealth Advisors's portfolio in Q1 2026, its #69 holding.
  • Phoenix Wealth Advisors first reported a position in Merck in Q4 2020 and has held it in 22 quarters since.
  • Phoenix Wealth Advisors's Merck position peaked at $3.68M in Q1 2024.
  • 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

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