Sagespring Wealth Partners’s Merck MRK Stock Holding History

Sagespring Wealth Partners’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	$7.98M	Sell	66,315 -160	-0.2%	-$18.5K	0.15%	88
2025 Q4	$7M	Buy	66,475 +19,946	+43%	+$1.87M	0.13%	93
2025 Q3	$3.91M	Buy	46,529 +13,778	+42%	+$1.13M	0.08%	127
2025 Q2	$2.59M	Sell	32,751 -10,958	-25%	-$871K	0.06%	152
2025 Q1	$3.92M	Sell	43,709 -9,254	-17%	-$864K	0.1%	105
2024 Q4	$5.27M	Buy	+52,963	New	+$5.46M	0.14%	72

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

Sagespring Wealth Partners's MRK Position: Q1 2026 in Review

Sagespring Wealth Partners reduced its Merck (MRK) stake by 0.24% in Q1 2026, selling an estimated $18.5K and leaving 66,315 shares worth $7.98M. The position accounts for 0.15% of the portfolio, ranked #88.

Sagespring Wealth Partners first reported a position in MRK in Q4 2024 and has held it in 6 quarters since. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

Sagespring Wealth Partners held 66,315 shares of Merck worth $7.98M as of Q1 2026.
Sagespring Wealth Partners sold 160 Merck shares in Q1 2026, an estimated $18.5K.
Merck made up 0.15% of Sagespring Wealth Partners's portfolio in Q1 2026, its #88 holding.
Sagespring Wealth Partners first reported a position in Merck in Q4 2024 and has held it in 6 quarters since.
3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.