Sendero Wealth Management’s Merck MRK Stock Holding History

Sendero 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	$582K	Sell	4,841 -2,004	-29%	-$231K	0.06%	150
2025 Q4	$720K	Sell	6,845 -63	-0.9%	-$5.91K	0.08%	132
2025 Q3	$580K	Buy	6,908 +987	+17%	+$81.3K	0.07%	137
2025 Q2	$469K	Buy	5,921 +414	+8%	+$32.9K	0.06%	148
2025 Q1	$494K	Buy	5,507 +421	+8%	+$39.3K	0.07%	137
2024 Q4	$506K	Buy	5,086 +451	+10%	+$46.5K	0.08%	126
2024 Q3	$526K	Buy	4,635 +188	+4%	+$22.3K	0.08%	119
2024 Q2	$551K	Buy	4,447 +25	+0.6%	+$3.22K	0.09%	115
2024 Q1	$583K	Buy	4,422 +533	+14%	+$65.7K	0.1%	114
2023 Q4	$424K	Hold	3,889	–	–	0.08%	129
2023 Q3	$400K	Sell	3,889 -629	-14%	-$67.8K	0.09%	123
2023 Q2	$521K	Buy	+4,518	New	+$513K	0.11%	107

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

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

Sendero Wealth Management reduced its Merck (MRK) stake by 29% in Q1 2026, selling an estimated $231K and leaving 4,841 shares worth $582K. The position accounts for 0.06% of the portfolio, ranked #150.

Sendero Wealth Management first reported a position in MRK in Q2 2023 and has held it in 12 quarters since. The position peaked at $720K in Q4 2025. 3,779 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

Sendero Wealth Management held 4,841 shares of Merck worth $582K as of Q1 2026.
Sendero Wealth Management sold 2,004 Merck shares in Q1 2026, an estimated $231K.
Merck made up 0.06% of Sendero Wealth Management's portfolio in Q1 2026, its #150 holding.
Sendero Wealth Management first reported a position in Merck in Q2 2023 and has held it in 12 quarters since.
Sendero Wealth Management's Merck position peaked at $720K in Q4 2025.
3,779 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Sendero Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.