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Prosperity Wealth Management’s Merck MRK Stock Holding History

Prosperity Wealth Management’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 		$229K Buy
+2,175
New +$204K 0.08% 223
2024
Q2 		– Sell
-1,686
Closed -$222K – 193
2024
Q1 		$222K Buy
+1,686
New +$208K 0.11% 136
2023
Q4 		– Sell
-1,959
Closed -$202K – 166
2023
Q3 		$202K Buy
1,959
+130
+7% +$14K 0.13% 123
2023
Q2 		$211K Buy
+1,829
New +$208K 0.14% 123

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

Prosperity Wealth Management's MRK Position: Q4 2025 in Review

Prosperity Wealth Management opened a new position in Merck (MRK) in Q4 2025: 2,175 shares worth $229K. The stake represents 0.08% of the portfolio and ranks #223 among its holdings. This is a return to the name: Prosperity Wealth Management previously reported a position in MRK as recently as Q1 2024.

Prosperity Wealth Management first reported a position in MRK in Q2 2023 and has held it in 4 quarters since. 3,662 funds tracked by Wall St. Rank hold MRK as of Q4 2025.

  • Prosperity Wealth Management held 2,175 shares of Merck worth $229K as of Q4 2025.
  • Merck was a new Prosperity Wealth Management position in Q4 2025.
  • Merck made up 0.08% of Prosperity Wealth Management's portfolio in Q4 2025, its #223 holding.
  • Prosperity Wealth Management first reported a position in Merck in Q2 2023 and has held it in 4 quarters since.
  • 3,662 funds tracked by Wall St. Rank held Merck as of Q4 2025.

Based on Prosperity Wealth Management's 13F filing for Q4 2025, filed 27 Mar 2026.