Rialto Wealth Management’s Merck MRK Stock Holding History

Rialto 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
2026 Q1	$629K	Buy	5,225 +47	+0.9%	+$5.43K	0.14%	95
2025 Q4	$545K	Buy	5,178 +42	+0.8%	+$3.94K	0.13%	96
2025 Q3	$431K	Sell	5,136 -210	-4%	-$17.3K	0.11%	100
2025 Q2	$423K	Sell	5,346 -24	-0.4%	-$1.91K	0.12%	100
2025 Q1	$482K	Buy	5,370 +27	+0.5%	+$2.52K	0.15%	95
2024 Q4	$532K	Buy	+5,343	New	+$551K	0.18%	87

Other funds holding MRK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Rialto Wealth Management's MRK Position: Q1 2026 in Review

Rialto Wealth Management increased its Merck (MRK) stake by 0.91% in Q1 2026, buying an estimated $5.43K and bringing the position to 5,225 shares worth $629K. The position accounts for 0.14% of the portfolio, ranked #95.

Rialto Wealth Management first reported a position in MRK in Q4 2024 and has held it in 6 quarters since. 3,775 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

Rialto Wealth Management held 5,225 shares of Merck worth $629K as of Q1 2026.
Rialto Wealth Management bought 47 Merck shares in Q1 2026, an estimated $5.43K.
Merck made up 0.14% of Rialto Wealth Management's portfolio in Q1 2026, its #95 holding.
Rialto Wealth Management first reported a position in Merck in Q4 2024 and has held it in 6 quarters since.
3,775 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.