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Savvy Advisors Inc’s Merck MRK Stock Holding History

Savvy Advisors Inc’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 		$3.62M Buy
30,110
+4,543
+18% +$524K 0.1% 162
2025
Q4 		$2.69M Buy
25,567
+8,627
+51% +$810K 0.09% 179
2025
Q3 		$1.42M Buy
16,940
+8,855
+110% +$729K 0.07% 208
2025
Q2 		$640K Buy
8,085
+871
+12% +$69.2K 0.04% 305
2025
Q1 		$647K Sell
7,214
-129
-2% -$12K 0.07% 239
2024
Q4 		$730K Buy
7,343
+195
+3% +$20.1K 0.09% 189
2024
Q3 		$812K Buy
7,148
+1,013
+17% +$120K 0.16% 127
2024
Q2 		$760K Buy
6,135
+3,285
+115% +$423K 0.25% 96
2024
Q1 		$376K Buy
+2,850
New +$351K 0.22% 129

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

Savvy Advisors Inc's MRK Position: Q1 2026 in Review

Savvy Advisors Inc increased its Merck (MRK) stake by 18% in Q1 2026, buying an estimated $524K and bringing the position to 30,110 shares worth $3.62M. The position accounts for 0.1% of the portfolio, ranked #162.

Savvy Advisors Inc first reported a position in MRK in Q1 2024 and has held it in 9 quarters since. 3,778 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Savvy Advisors Inc held 30,110 shares of Merck worth $3.62M as of Q1 2026.
  • Savvy Advisors Inc bought 4,543 Merck shares in Q1 2026, an estimated $524K.
  • Merck made up 0.1% of Savvy Advisors Inc's portfolio in Q1 2026, its #162 holding.
  • Savvy Advisors Inc first reported a position in Merck in Q1 2024 and has held it in 9 quarters since.
  • 3,778 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.