Schneider Downs Wealth Management Advisors’s Merck MRK Stock Holding History

Schneider Downs Wealth Management 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	$365K	Sell	3,031 -6	-0.2%	-$693	0.04%	114
2025 Q4	$320K	Buy	3,037 +76	+3%	+$7.13K	0.04%	121
2025 Q3	$249K	Buy	2,961 +400	+16%	+$32.9K	0.03%	134
2025 Q2	$203K	Sell	2,561 -438	-15%	-$34.8K	0.03%	142
2025 Q1	$269K	Sell	2,999 -494	-14%	-$46.1K	0.05%	121
2024 Q4	$347K	Sell	3,493 -67	-2%	-$6.91K	0.07%	103
2024 Q3	$404K	Buy	3,560 +38	+1%	+$4.51K	0.08%	97
2024 Q2	$436K	Sell	3,522 -469	-12%	-$60.4K	0.1%	87
2024 Q1	$527K	Buy	+3,991	New	+$492K	0.12%	74
2020 Q4	–	Sell	-3,123	Closed	-$247K	–	102
2020 Q3	$247K	Buy	+3,123	New	+$245K	0.08%	89

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

Schneider Downs Wealth Management Advisors's MRK Position: Q1 2026 in Review

Schneider Downs Wealth Management Advisors reduced its Merck (MRK) stake by 0.2% in Q1 2026, selling an estimated $693 and leaving 3,031 shares worth $365K. The position accounts for 0.04% of the portfolio, ranked #114.

Schneider Downs Wealth Management Advisors first reported a position in MRK in Q3 2020 and has held it in 10 quarters since. The position peaked at $527K in Q1 2024. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

Schneider Downs Wealth Management Advisors held 3,031 shares of Merck worth $365K as of Q1 2026.
Schneider Downs Wealth Management Advisors sold 6 Merck shares in Q1 2026, an estimated $693.
Merck made up 0.04% of Schneider Downs Wealth Management Advisors's portfolio in Q1 2026, its #114 holding.
Schneider Downs Wealth Management Advisors first reported a position in Merck in Q3 2020 and has held it in 10 quarters since.
Schneider Downs Wealth Management Advisors's Merck position peaked at $527K in Q1 2024.
3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q1 2026, filed 15 May 2026.