Potentia Wealth’s Merck MRK Stock Holding History

Potentia 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	$364K	Sell	3,030 -1,275	-30%	-$147K	0.14%	72
2025 Q4	$453K	Sell	4,305 -125	-3%	-$11.7K	0.17%	61
2025 Q3	$372K	Sell	4,430 -450	-9%	-$37.1K	0.14%	76
2025 Q2	$386K	Sell	4,880 -670	-12%	-$53.3K	0.22%	53
2025 Q1	$498K	Sell	5,550 -830	-13%	-$77.5K	0.23%	53
2024 Q4	$635K	Buy	+6,380	New	+$658K	0.28%	50

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

Potentia Wealth's MRK Position: Q1 2026 in Review

Potentia Wealth reduced its Merck (MRK) stake by 30% in Q1 2026, selling an estimated $147K and leaving 3,030 shares worth $364K. The position accounts for 0.14% of the portfolio, ranked #72.

Potentia Wealth first reported a position in MRK in Q4 2024 and has held it in 6 quarters since. The position peaked at $635K in Q4 2024. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

Potentia Wealth held 3,030 shares of Merck worth $364K as of Q1 2026.
Potentia Wealth sold 1,275 Merck shares in Q1 2026, an estimated $147K.
Merck made up 0.14% of Potentia Wealth's portfolio in Q1 2026, its #72 holding.
Potentia Wealth first reported a position in Merck in Q4 2024 and has held it in 6 quarters since.
Potentia Wealth's Merck position peaked at $635K in Q4 2024.
3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Potentia Wealth's 13F filing for Q1 2026, filed 11 May 2026.