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Redwood Wealth Management Group’s Merck MRK Stock Holding History

Redwood Wealth Management Group’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 		$1.55M Sell
12,872
-29
-0.2% -$3.35K 0.67% 43
2025
Q4 		$1.36M Sell
12,901
-228
-2% -$21.4K 0.57% 44
2025
Q3 		$1.1M Sell
13,129
-1,348
-9% -$111K 0.47% 50
2025
Q2 		$1.15M Sell
14,477
-345
-2% -$27.4K 0.51% 47
2025
Q1 		$1.33M Buy
14,822
+204
+1% +$19K 0.68% 42
2024
Q4 		$1.45M Sell
14,618
-144
-1% -$14.8K 0.71% 37
2024
Q3 		$1.68M Sell
14,762
-67
-0.5% -$7.96K 0.83% 34
2024
Q2 		$1.84M Sell
14,829
-116
-0.8% -$14.9K 1.38% 17
2024
Q1 		$1.97M Sell
14,945
-569
-4% -$70.1K 2.09% 13
2023
Q4 		$1.69M Sell
15,514
-461
-3% -$47.9K 1.88% 14
2023
Q3 		$1.64M Sell
15,975
-248
-2% -$26.7K 1.92% 13
2023
Q2 		$1.87M Buy
16,223
+385
+2% +$43.7K 2.08% 12
2023
Q1 		$1.69M Buy
15,838
+161
+1% +$17.4K 1.91% 13
2022
Q4 		$1.74M Buy
+15,677
New +$1.6M 2.17% 10

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

Redwood Wealth Management Group's MRK Position: Q1 2026 in Review

Redwood Wealth Management Group reduced its Merck (MRK) stake by 0.22% in Q1 2026, selling an estimated $3.35K and leaving 12,872 shares worth $1.55M. The position accounts for 0.67% of the portfolio, ranked #43.

Redwood Wealth Management Group first reported a position in MRK in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.97M in Q1 2024. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Redwood Wealth Management Group held 12,872 shares of Merck worth $1.55M as of Q1 2026.
  • Redwood Wealth Management Group sold 29 Merck shares in Q1 2026, an estimated $3.35K.
  • Merck made up 0.67% of Redwood Wealth Management Group's portfolio in Q1 2026, its #43 holding.
  • Redwood Wealth Management Group first reported a position in Merck in Q4 2022 and has held it in 14 quarters since.
  • Redwood Wealth Management Group's Merck position peaked at $1.97M in Q1 2024.
  • 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Redwood Wealth Management Group's 13F filing for Q1 2026, filed 24 Apr 2026.