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River Wealth Advisors’s Merck MRK Stock Holding History

River 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 		$11.2M Sell
93,102
-737
-0.8% -$85.1K 1.29% 23
2025
Q4 		$9.88M Buy
93,839
+11,915
+15% +$1.12M 1.11% 24
2025
Q3 		$6.88M Buy
81,924
+15,906
+24% +$1.31M 0.8% 32
2025
Q2 		$5.23M Buy
66,018
+11,853
+22% +$942K 0.65% 41
2025
Q1 		$4.86M Buy
54,165
+7,648
+16% +$714K 0.68% 41
2024
Q4 		$4.63M Buy
46,517
+2,199
+5% +$227K 0.61% 43
2024
Q3 		$5.03M Buy
44,318
+3,665
+9% +$435K 0.67% 41
2024
Q2 		$5.03M Buy
40,653
+3,205
+9% +$413K 0.72% 39
2024
Q1 		$4.94M Buy
37,448
+3,026
+9% +$373K 0.72% 37
2023
Q4 		$3.75M Buy
34,422
+1,051
+3% +$109K 0.6% 47
2023
Q3 		$3.44M Buy
33,371
+3,704
+12% +$399K 0.61% 45
2023
Q2 		$3.42M Buy
29,667
+3,219
+12% +$365K 0.58% 50
2023
Q1 		$2.81M Buy
26,448
+3,701
+16% +$400K 0.51% 60
2022
Q4 		$2.52M Buy
22,747
+3,892
+21% +$398K 0.49% 62
2022
Q3 		$1.62M Buy
18,855
+3,780
+25% +$337K 0.35% 78
2022
Q2 		$1.37M Buy
15,075
+3,028
+25% +$268K 0.25% 90
2022
Q1 		$989K Buy
12,047
+1,557
+15% +$123K 0.16% 120
2021
Q4 		$804K Buy
10,490
+1,467
+16% +$117K 0.12% 128
2021
Q3 		$678K Buy
9,023
+627
+7% +$47.7K 0.12% 128
2021
Q2 		$653K Sell
8,396
-655
-7% -$48.7K 0.11% 132
2021
Q1 		$666K Buy
9,051
+740
+9% +$54.6K 0.13% 129
2020
Q4 		$649K Buy
8,311
+1,084
+15% +$82.9K 0.14% 123
2020
Q3 		$572K Buy
7,227
+1,626
+29% +$127K 0.15% 125
2020
Q2 		$413K Buy
5,601
+126
+2% +$9.48K 0.13% 130
2020
Q1 		$402K Buy
5,475
+163
+3% +$12.8K 0.16% 116
2019
Q4 		$461K Sell
5,312
-779
-13% -$64K 0.16% 118
2019
Q3 		$489K Sell
6,091
-571
-9% -$45.8K 0.18% 109
2019
Q2 		$533K Buy
6,662
+4
+0.1% +$306 0.21% 103
2019
Q1 		$528K Sell
6,658
-144
-2% -$10.8K 0.22% 106
2018
Q4 		$496K Buy
6,802
+5
+0.1% +$353 0.22% 100
2018
Q3 		$460K Sell
6,797
-359
-5% -$22.9K 0.17% 124
2018
Q2 		$414K Sell
7,156
-989
-12% -$55.8K 0.16% 122
2018
Q1 		$423K Sell
8,145
-3,076
-27% -$166K 0.18% 122
2017
Q4 		$602K Buy
11,221
+2,693
+32% +$149K 0.25% 106
2017
Q3 		$521K Sell
8,528
-780
-8% -$47.3K 0.24% 109
2017
Q2 		$569K Sell
9,308
-122
-1% -$7.43K 0.26% 106
2017
Q1 		$572K Sell
9,430
-1,308
-12% -$79.4K 0.28% 103
2016
Q4 		$603K Sell
10,738
-1,823
-15% -$107K 0.31% 100
2016
Q3 		$748K Sell
12,561
-4,572
-27% -$267K 0.41% 86
2016
Q2 		$942K Sell
17,133
-1,252
-7% -$66.6K 0.54% 70
2016
Q1 		$928K Buy
18,385
+409
+2% +$20K 0.55% 65
2015
Q4 		$906K Buy
17,976
+9,696
+117% +$489K 0.57% 65
2015
Q3 		$390K Buy
8,280
+113
+1% +$6K 0.27% 109
2015
Q2 		$444K Sell
8,167
-589
-7% -$33K 0.28% 104
2015
Q1 		$480K Buy
+8,756
New +$496K 0.3% 104

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

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

River Wealth Advisors reduced its Merck (MRK) stake by 0.79% in Q1 2026, selling an estimated $85.1K and leaving 93,102 shares worth $11.2M. The position accounts for 1.29% of the portfolio, ranked #23.

River Wealth Advisors first reported a position in MRK in Q1 2015 and has held it in 45 quarters since. 3,779 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • River Wealth Advisors held 93,102 shares of Merck worth $11.2M as of Q1 2026.
  • River Wealth Advisors sold 737 Merck shares in Q1 2026, an estimated $85.1K.
  • Merck made up 1.29% of River Wealth Advisors's portfolio in Q1 2026, its #23 holding.
  • River Wealth Advisors first reported a position in Merck in Q1 2015 and has held it in 45 quarters since.
  • 3,779 funds tracked by Wall St. Rank held Merck as of Q1 2026.

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