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Principia Wealth Advisory’s Merck MRK Stock Holding History

Principia Wealth Advisory’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
2025
Q4 		$97.6K Buy
928
+40
+5% +$3.75K 0.06% 105
2025
Q3 		$74.6K Buy
888
+3
+0.3% +$247 0.05% 105
2025
Q2 		$70K Buy
885
+52
+6% +$4.13K 0.06% 99
2025
Q1 		$68.2K Buy
833
+12
+1% +$1.12K 0.07% 81
2024
Q4 		$81.7K Buy
+821
New +$84.6K 0.08% 73

Other funds holding MRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Principia Wealth Advisory's MRK Position: Q4 2025 in Review

Principia Wealth Advisory increased its Merck (MRK) stake by 4.5% in Q4 2025, buying an estimated $3.75K and bringing the position to 928 shares worth $97.6K. The position accounts for 0.06% of the portfolio, ranked #105.

Principia Wealth Advisory first reported a position in MRK in Q4 2024 and has held it in 5 quarters since. 3,660 funds tracked by Wall St. Rank hold MRK as of Q4 2025.

  • Principia Wealth Advisory held 928 shares of Merck worth $97.6K as of Q4 2025.
  • Principia Wealth Advisory bought 40 Merck shares in Q4 2025, an estimated $3.75K.
  • Merck made up 0.06% of Principia Wealth Advisory's portfolio in Q4 2025, its #105 holding.
  • Principia Wealth Advisory first reported a position in Merck in Q4 2024 and has held it in 5 quarters since.
  • 3,660 funds tracked by Wall St. Rank held Merck as of Q4 2025.

Based on Principia Wealth Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.