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Prevail Innovative Wealth Advisors’s Merck MRK Stock Holding History

Prevail Innovative 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 		$2.44M Buy
+20,313
New +$2.35M 0.41% 79
2024
Q1 		– Sell
-16,983
Closed -$1.85M – 178
2023
Q4 		$1.85M Buy
16,983
+3,818
+29% +$396K 0.88% 45
2023
Q3 		$1.36M Buy
+13,165
New +$1.42M 0.7% 60

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

Prevail Innovative Wealth Advisors's MRK Position: Q1 2026 in Review

Prevail Innovative Wealth Advisors opened a new position in Merck (MRK) in Q1 2026: 20,313 shares worth $2.44M. The stake represents 0.41% of the portfolio and ranks #79 among its holdings. This is a return to the name: Prevail Innovative Wealth Advisors previously reported a position in MRK as recently as Q4 2023.

Prevail Innovative Wealth Advisors first reported a position in MRK in Q3 2023 and has held it in 3 quarters since. 3,775 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Prevail Innovative Wealth Advisors held 20,313 shares of Merck worth $2.44M as of Q1 2026.
  • Merck was a new Prevail Innovative Wealth Advisors position in Q1 2026.
  • Merck made up 0.41% of Prevail Innovative Wealth Advisors's portfolio in Q1 2026, its #79 holding.
  • Prevail Innovative Wealth Advisors first reported a position in Merck in Q3 2023 and has held it in 3 quarters since.
  • 3,775 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.