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Red Tortoise LLC’s Merck MRK Stock Holding History

Red Tortoise LLC’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 		$32.1K Hold
267
– – 0.01% 151
2025
Q4 		$28.1K Hold
267
– – 0.01% 160
2025
Q3 		$22.4K Hold
267
– – 0.01% 183
2025
Q2 		$21.1K Buy
267
+11
+4% +$874 0.01% 169
2025
Q1 		$23K Sell
256
-3
-1% -$280 0.01% 146
2024
Q4 		$25.8K Sell
259
-77
-23% -$7.94K 0.01% 143
2024
Q3 		$38.2K Buy
336
+93
+38% +$11K 0.02% 129
2024
Q2 		$30.1K Sell
243
-8
-3% -$1.03K 0.02% 130
2024
Q1 		$33.1K Hold
251
– – 0.02% 122
2023
Q4 		$27.4K Hold
251
– – 0.02% 117
2023
Q3 		$25.8K Buy
251
+3
+1% +$323 0.02% 119
2023
Q2 		$28.6K Hold
248
– – 0.02% 112
2023
Q1 		$26.4K Sell
248
-180
-42% -$19.4K 0.02% 120
2022
Q4 		$47.5K Buy
+428
New +$43.7K 0.03% 120
2021
Q4 		– Sell
-248
Closed -$21K – 348
2021
Q3 		$21K Buy
+248
New +$18.9K 0.02% 160

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

Red Tortoise LLC's MRK Position: Q1 2026 in Review

Red Tortoise LLC held its Merck (MRK) position steady in Q1 2026 at 267 shares worth $32.1K. The position accounts for 0.01% of the portfolio, ranked #151.

Red Tortoise LLC first reported a position in MRK in Q3 2021 and has held it in 15 quarters since. The position peaked at $47.5K in Q4 2022. 3,778 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Red Tortoise LLC held 267 shares of Merck worth $32.1K as of Q1 2026.
  • Red Tortoise LLC left its Merck share count unchanged in Q1 2026.
  • Merck made up 0.01% of Red Tortoise LLC's portfolio in Q1 2026, its #151 holding.
  • Red Tortoise LLC first reported a position in Merck in Q3 2021 and has held it in 15 quarters since.
  • Red Tortoise LLC's Merck position peaked at $47.5K in Q4 2022.
  • 3,778 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Red Tortoise LLC's 13F filing for Q1 2026, filed 21 Apr 2026.