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Prosperitas Financial’s Merck MRK Stock Holding History

Prosperitas Financial’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 		$271K Buy
2,250
+208
+10% +$24K 0.1% 72
2025
Q4 		$215K Buy
+2,042
New +$192K 0.08% 74
2025
Q1 		– Sell
-2,424
Closed -$241K – 67
2024
Q4 		$241K Buy
+2,424
New +$250K 0.12% 54
2024
Q3 		– Sell
-2,024
Closed -$251K – 71
2024
Q2 		$251K Buy
2,024
+2
+0.1% +$258 0.15% 53
2024
Q1 		$267K Buy
2,022
+3
+0.1% +$370 0.17% 54
2023
Q4 		$220K Sell
2,019
-410
-17% -$42.6K 0.16% 58
2023
Q3 		$250K Buy
+2,429
New +$262K 0.19% 60

Other funds holding MRK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Prosperitas Financial's MRK Position: Q1 2026 in Review

Prosperitas Financial increased its Merck (MRK) stake by 10% in Q1 2026, buying an estimated $24K and bringing the position to 2,250 shares worth $271K. The position accounts for 0.1% of the portfolio, ranked #72.

Prosperitas Financial first reported a position in MRK in Q3 2023 and has held it in 7 quarters since. 3,790 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Prosperitas Financial held 2,250 shares of Merck worth $271K as of Q1 2026.
  • Prosperitas Financial bought 208 Merck shares in Q1 2026, an estimated $24K.
  • Merck made up 0.1% of Prosperitas Financial's portfolio in Q1 2026, its #72 holding.
  • Prosperitas Financial first reported a position in Merck in Q3 2023 and has held it in 7 quarters since.
  • 3,790 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Prosperitas Financial's 13F filing for Q1 2026, filed 15 May 2026.