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Resurgent Financial Advisors’s Merck MRK Stock Holding History

Resurgent Financial 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 		$656K Buy
5,453
+1,749
+47% +$202K 0.24% 102
2025
Q4 		$390K Sell
3,704
-1,488
-29% -$140K 0.2% 145
2025
Q3 		$436K Sell
5,192
-1,044
-17% -$86K 0.21% 135
2025
Q2 		$494K Sell
6,236
-2,840
-31% -$226K 0.27% 110
2025
Q1 		$815K Sell
9,076
-711
-7% -$66.4K 0.49% 59
2024
Q4 		$974K Sell
9,787
-1,302
-12% -$134K 0.57% 44
2024
Q3 		$1.26M Sell
11,089
-1,299
-10% -$154K 0.74% 36
2024
Q2 		$1.53M Sell
12,388
-586
-5% -$75.5K 0.95% 25
2024
Q1 		$1.71M Sell
12,974
-1,109
-8% -$137K 0.91% 27
2023
Q4 		$1.54M Buy
14,083
+325
+2% +$33.7K 0.94% 21
2023
Q3 		$1.42M Buy
13,758
+102
+0.7% +$11K 0.96% 23
2023
Q2 		$1.58M Buy
13,656
+409
+3% +$46.4K 1.04% 18
2023
Q1 		$1.41M Sell
13,247
-4,926
-27% -$532K 0.94% 25
2022
Q4 		$2.02M Buy
18,173
+5,400
+42% +$552K 1.06% 15
2022
Q3 		$1.1M Buy
12,773
+132
+1% +$11.8K 0.74% 38
2022
Q2 		$1.15M Buy
12,641
+1,495
+13% +$133K 0.74% 36
2022
Q1 		$914K Buy
11,146
+3,766
+51% +$297K 0.57% 47
2021
Q4 		$566K Buy
+7,380
New +$588K 0.45% 67

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

Resurgent Financial Advisors's MRK Position: Q1 2026 in Review

Resurgent Financial Advisors increased its Merck (MRK) stake by 47% in Q1 2026, buying an estimated $202K and bringing the position to 5,453 shares worth $656K. The position accounts for 0.24% of the portfolio, ranked #102.

Resurgent Financial Advisors first reported a position in MRK in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.02M in Q4 2022. 3,778 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Resurgent Financial Advisors held 5,453 shares of Merck worth $656K as of Q1 2026.
  • Resurgent Financial Advisors bought 1,749 Merck shares in Q1 2026, an estimated $202K.
  • Merck made up 0.24% of Resurgent Financial Advisors's portfolio in Q1 2026, its #102 holding.
  • Resurgent Financial Advisors first reported a position in Merck in Q4 2021 and has held it in 18 quarters since.
  • Resurgent Financial Advisors's Merck position peaked at $2.02M in Q4 2022.
  • 3,778 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Resurgent Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.