PWMG
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Prestige Wealth Management Group’s Merck MRK Stock Holding History

Prestige Wealth Management Group’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 		$4.49M Buy
37,094
+420
+1% +$48.5K 0.88% 23
2025
Q4 		$3.89M Buy
36,674
+6,909
+23% +$649K 0.74% 28
2025
Q3 		$2.52M Sell
29,765
-105
-0.4% -$8.65K 0.49% 39
2025
Q2 		$2.39M Sell
29,870
-1,968
-6% -$156K 0.49% 38
2025
Q1 		$2.88M Buy
31,838
+487
+2% +$45.5K 0.62% 28
2024
Q4 		$3.14M Sell
31,351
-158
-0.5% -$16.3K 0.65% 32
2024
Q3 		$3.6M Buy
31,509
+710
+2% +$84.4K 0.74% 27
2024
Q2 		$3.84M Buy
30,799
+454
+1% +$58.5K 0.83% 26
2024
Q1 		$4.03M Sell
30,345
-679
-2% -$83.7K 0.87% 25
2023
Q4 		$3.41M Sell
31,024
-760
-2% -$78.9K 0.77% 27
2023
Q3 		$3.3M Sell
31,784
-634
-2% -$68.3K 0.81% 24
2023
Q2 		$3.76M Sell
32,418
-6,087
-16% -$691K 0.89% 21
2023
Q1 		$4.12M Buy
38,505
+7,020
+22% +$758K 1.04% 19
2022
Q4 		$3.52M Sell
31,485
-6,197
-16% -$633K 0.92% 22
2022
Q3 		$3.27M Buy
37,682
+819
+2% +$73.1K 0.92% 22
2022
Q2 		$3.39M Sell
36,863
-2,099
-5% -$186K 0.92% 22
2022
Q1 		$3.2M Buy
38,962
+5,862
+18% +$462K 0.79% 23
2021
Q4 		$2.54M Buy
33,100
+2,285
+7% +$182K 0.61% 30
2021
Q3 		$2.31M Buy
30,815
+689
+2% +$52.4K 0.59% 30
2021
Q2 		$2.34M Sell
30,126
-31
-0.1% -$2.31K 0.62% 29
2021
Q1 		$2.22M Sell
30,157
-580
-2% -$42.8K 0.61% 29
2020
Q4 		$2.4M Sell
30,737
-547
-2% -$41.8K 0.66% 28
2020
Q3 		$2.48M Sell
31,284
-247
-0.8% -$19.3K 0.75% 21
2020
Q2 		$2.33M Sell
31,531
-713
-2% -$53.7K 0.82% 21
2020
Q1 		$2.37M Sell
32,244
-6,454
-17% -$507K 1% 16
2019
Q4 		$3.36M Sell
38,698
-346
-0.9% -$28.4K 1.84% 10
2019
Q3 		$3.14M Sell
39,044
-28
-0.1% -$2.24K 1.84% 8
2019
Q2 		$3.13M Sell
39,072
-673
-2% -$51.5K 1.89% 8
2019
Q1 		$3.15M Buy
39,745
+508
+1% +$38K 1.94% 8
2018
Q4 		$2.86M Buy
+39,237
New +$2.77M 2.11% 9

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

Prestige Wealth Management Group's MRK Position: Q1 2026 in Review

Prestige Wealth Management Group increased its Merck (MRK) stake by 1.1% in Q1 2026, buying an estimated $48.5K and bringing the position to 37,094 shares worth $4.49M. The position accounts for 0.88% of the portfolio, ranked #23.

Prestige Wealth Management Group first reported a position in MRK in Q4 2018 and has held it in 30 quarters since. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Prestige Wealth Management Group held 37,094 shares of Merck worth $4.49M as of Q1 2026.
  • Prestige Wealth Management Group bought 420 Merck shares in Q1 2026, an estimated $48.5K.
  • Merck made up 0.88% of Prestige Wealth Management Group's portfolio in Q1 2026, its #23 holding.
  • Prestige Wealth Management Group first reported a position in Merck in Q4 2018 and has held it in 30 quarters since.
  • 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Prestige Wealth Management Group's 13F filing for Q1 2026, filed 13 May 2026.