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Simplicity Wealth’s Merck MRK Stock Holding History

Simplicity Wealth’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 		$5.32M Buy
44,258
+2,528
+6% +$292K 0.3% 77
2025
Q4 		$4.39M Sell
41,730
-709
-2% -$66.6K 0.26% 86
2025
Q3 		$3.56M Sell
42,439
-43,336
-51% -$3.57M 0.21% 113
2025
Q2 		$6.79M Buy
85,775
+52,381
+157% +$4.16M 0.28% 79
2025
Q1 		$3M Buy
33,394
+30,335
+992% +$2.83M 0.23% 103
2024
Q4 		$304K Sell
3,059
-25,062
-89% -$2.58M 0.06% 234
2024
Q3 		$3.19M Sell
28,121
-163,086
-85% -$19.4M 0.3% 77
2024
Q2 		$23.7M Buy
191,207
+90,811
+90% +$11.7M 0.53% 30
2024
Q1 		$13.2M Buy
100,396
+93,881
+1,441% +$11.6M 0.32% 63
2023
Q4 		$710K Buy
+6,515
New +$676K 0.27% 57

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

Simplicity Wealth's MRK Position: Q1 2026 in Review

Simplicity Wealth increased its Merck (MRK) stake by 6.1% in Q1 2026, buying an estimated $292K and bringing the position to 44,258 shares worth $5.32M. The position accounts for 0.3% of the portfolio, ranked #77.

Simplicity Wealth first reported a position in MRK in Q4 2023 and has held it in 10 quarters since. The position peaked at $23.7M in Q2 2024. 3,775 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Simplicity Wealth held 44,258 shares of Merck worth $5.32M as of Q1 2026.
  • Simplicity Wealth bought 2,528 Merck shares in Q1 2026, an estimated $292K.
  • Merck made up 0.3% of Simplicity Wealth's portfolio in Q1 2026, its #77 holding.
  • Simplicity Wealth first reported a position in Merck in Q4 2023 and has held it in 10 quarters since.
  • Simplicity Wealth's Merck position peaked at $23.7M in Q2 2024.
  • 3,775 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.