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Providence Wealth Advisors’s Merck MRK Stock Holding History

Providence 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 		$1.35M Buy
11,128
+199
+2% +$23K 0.86% 40
2025
Q4 		$1.16M Sell
10,929
-200
-2% -$18.8K 0.73% 44
2025
Q3 		$969K Buy
11,129
+215
+2% +$17.7K 0.61% 46
2025
Q2 		$875K Sell
10,914
-81
-0.7% -$6.44K 0.6% 48
2025
Q1 		$956K Buy
10,995
+617
+6% +$57.6K 0.72% 45
2024
Q4 		$1.04M Sell
10,378
-66
-0.6% -$6.8K 0.78% 44
2024
Q3 		$1.11M Buy
10,444
+290
+3% +$34.5K 0.82% 41
2024
Q2 		$1.31M Buy
10,154
+280
+3% +$36.1K 1.04% 32
2024
Q1 		$1.29M Buy
9,874
+302
+3% +$37.2K 1.1% 31
2023
Q4 		$1.22M Buy
9,572
+511
+6% +$53K 1.1% 28
2023
Q3 		$924K Buy
9,061
+175
+2% +$18.9K 1.03% 32
2023
Q2 		$1.01M Sell
8,886
-825
-8% -$93.7K 1.12% 30
2023
Q1 		$1.11M Buy
9,711
+96
+1% +$10.4K 0.82% 41
2022
Q4 		$1.09M Buy
9,615
+125
+1% +$12.8K 0.81% 40
2022
Q3 		$976K Sell
9,490
-173
-2% -$15.4K 0.73% 44
2022
Q2 		$901K Buy
9,663
+923
+11% +$81.8K 0.65% 49
2022
Q1 		$730K Buy
8,740
+215
+3% +$17K 0.47% 62
2021
Q4 		$685K Hold
8,525
– – 0.43% 67
2021
Q3 		$703K Buy
8,525
+300
+4% +$22.8K 0.49% 59
2021
Q2 		$643K Buy
8,225
+66
+0.8% +$4.91K 0.44% 62
2021
Q1 		$600K Buy
8,159
+1,268
+18% +$93.5K 0.44% 63
2020
Q4 		$530K Buy
6,891
+809
+13% +$61.9K 0.44% 62
2020
Q3 		$481K Buy
6,082
+2,618
+76% +$205K 0.48% 60
2020
Q2 		$256K Buy
+3,464
New +$261K 0.26% 80
2019
Q2 		– Sell
-2,568
Closed -$205K – 83
2019
Q1 		$205K Buy
+2,568
New +$192K 0.19% 83

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

Providence Wealth Advisors's MRK Position: Q1 2026 in Review

Providence Wealth Advisors increased its Merck (MRK) stake by 1.8% in Q1 2026, buying an estimated $23K and bringing the position to 11,128 shares worth $1.35M. The position accounts for 0.86% of the portfolio, ranked #40.

Providence Wealth Advisors first reported a position in MRK in Q1 2019 and has held it in 25 quarters since. 3,777 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Providence Wealth Advisors held 11,128 shares of Merck worth $1.35M as of Q1 2026.
  • Providence Wealth Advisors bought 199 Merck shares in Q1 2026, an estimated $23K.
  • Merck made up 0.86% of Providence Wealth Advisors's portfolio in Q1 2026, its #40 holding.
  • Providence Wealth Advisors first reported a position in Merck in Q1 2019 and has held it in 25 quarters since.
  • 3,777 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Providence Wealth Advisors's 13F filing for Q1 2026, filed 5 May 2026.