Principle Wealth Partners’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $9.63M | Sell |
80,052
-2,214
| -3% | -$256K | 0.55% | 41 |
|
|
2025
Q4 | $8.66M | Buy |
82,266
+6,354
| +8% | +$596K | 0.49% | 44 |
|
|
2025
Q3 | $6.37M | Sell |
75,912
-843
| -1% | -$69.4K | 0.37% | 52 |
|
|
2025
Q2 | $6.08M | Buy |
76,755
+2,697
| +4% | +$214K | 0.38% | 54 |
|
|
2025
Q1 | $6.65M | Buy |
74,058
+1,915
| +3% | +$179K | 0.48% | 48 |
|
|
2024
Q4 | $7.18M | Sell |
72,143
-275
| -0.4% | -$28.4K | 0.5% | 47 |
|
|
2024
Q3 | $8.22M | Buy |
72,418
+1,750
| +2% | +$208K | 0.58% | 45 |
|
|
2024
Q2 | $8.75M | Sell |
70,668
-304
| -0.4% | -$39.2K | 0.67% | 39 |
|
|
2024
Q1 | $9.36M | Buy |
70,972
+777
| +1% | +$95.8K | 0.73% | 33 |
|
|
2023
Q4 | $7.65M | Sell |
70,195
-79
| -0.1% | -$8.2K | 0.66% | 40 |
|
|
2023
Q3 | $7.23M | Buy |
70,274
+1,278
| +2% | +$138K | 0.73% | 35 |
|
|
2023
Q2 | $7.96M | Sell |
68,996
-386
| -0.6% | -$43.8K | 0.8% | 30 |
|
|
2023
Q1 | $7.38M | Buy |
69,382
+47
| +0.1% | +$5.07K | 0.79% | 31 |
|
|
2022
Q4 | $7.69M | Sell |
69,335
-1,868
| -3% | -$191K | 0.87% | 24 |
|
|
2022
Q3 | $6.13K | Sell |
71,203
-758
| -1% | -$67.7K | 0.58% | 30 |
|
|
2022
Q2 | $6.56M | Sell |
71,961
-9,025
| -11% | -$800K | 0.79% | 27 |
|
|
2022
Q1 | $6.64M | Buy |
80,986
+1,391
| +2% | +$110K | 0.7% | 30 |
|
|
2021
Q4 | $6.1M | Buy |
79,595
+1,304
| +2% | +$104K | 0.64% | 29 |
|
|
2021
Q3 | $5.88M | Sell |
78,291
-4,460
| -5% | -$339K | 0.68% | 28 |
|
|
2021
Q2 | $6.44M | Sell |
82,751
-3,996
| -5% | -$297K | 0.73% | 26 |
|
|
2021
Q1 | $6.38M | Buy |
86,747
+8,915
| +11% | +$658K | 0.75% | 27 |
|
|
2020
Q4 | $6.08M | Buy |
77,832
+68,990
| +780% | +$5.28M | 0.8% | 24 |
|
|
2020
Q3 | $700K | Sell |
8,842
-3
| -0% | -$235 | 0.2% | 63 |
|
|
2020
Q2 | $653K | Buy |
8,845
+177
| +2% | +$13.3K | 0.19% | 68 |
|
|
2020
Q1 | $636K | Sell |
8,668
-332
| -4% | -$26.1K | 0.24% | 63 |
|
|
2019
Q4 | $781K | Sell |
9,000
-604
| -6% | -$49.6K | 0.25% | 68 |
|
|
2019
Q3 | $771K | Buy |
9,604
+1,526
| +19% | +$122K | 0.27% | 67 |
|
|
2019
Q2 | $646K | Buy |
8,078
+1,082
| +15% | +$82.8K | 0.33% | 55 |
|
|
2019
Q1 | $555K | Buy |
6,996
+890
| +15% | +$66.6K | 0.32% | 56 |
|
|
2018
Q4 | $445K | Buy |
+6,106
| New | +$431K | 0.37% | 60 |
|
Other funds holding MRK
VCM
VPM
Principle Wealth Partners's MRK Position: Q1 2026 in Review
Principle Wealth Partners reduced its Merck (MRK) stake by 2.7% in Q1 2026, selling an estimated $256K and leaving 80,052 shares worth $9.63M. The position accounts for 0.55% of the portfolio, ranked #41.
Principle Wealth Partners first reported a position in MRK in Q4 2018 and has held it in 30 quarters since. 3,779 funds tracked by Wall St. Rank hold MRK as of Q1 2026.
- Principle Wealth Partners held 80,052 shares of Merck worth $9.63M as of Q1 2026.
- Principle Wealth Partners sold 2,214 Merck shares in Q1 2026, an estimated $256K.
- Merck made up 0.55% of Principle Wealth Partners's portfolio in Q1 2026, its #41 holding.
- Principle Wealth Partners first reported a position in Merck in Q4 2018 and has held it in 30 quarters since.
- 3,779 funds tracked by Wall St. Rank held Merck as of Q1 2026.
Based on Principle Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.