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Steward Partners Investment Advisory’s Merck MRK Stock Holding History

Steward Partners Investment Advisory’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 		$36.7M Buy
305,398
+5,456
+2% +$630K 0.19% 103
2025
Q4 		$31.6M Buy
299,942
+40,456
+16% +$3.8M 0.17% 111
2025
Q3 		$21.8M Sell
259,486
-57,919
-18% -$4.77M 0.12% 151
2025
Q2 		$25.1M Sell
317,405
-174,112
-35% -$13.8M 0.2% 103
2025
Q1 		$44.1M Buy
491,517
+7,481
+2% +$698K 0.39% 46
2024
Q4 		$48.2M Sell
484,036
-21,360
-4% -$2.2M 0.43% 41
2024
Q3 		$57.4M Buy
505,396
+14,445
+3% +$1.72M 0.53% 31
2024
Q2 		$60.8M Buy
490,951
+25,628
+6% +$3.3M 0.64% 24
2024
Q1 		$61.4M Buy
465,323
+97,805
+27% +$12.1M 0.68% 23
2023
Q4 		$40.1M Buy
367,518
+3,826
+1% +$397K 0.54% 30
2023
Q3 		$37.4M Sell
363,692
-24,296
-6% -$2.62M 0.58% 28
2023
Q2 		$44.8M Buy
387,988
+19,427
+5% +$2.21M 0.67% 23
2023
Q1 		$39.2M Sell
368,561
-7,103
-2% -$767K 0.63% 24
2022
Q4 		$41.7M Buy
375,664
+8,312
+2% +$850K 0.71% 19
2022
Q3 		$31.6M Buy
367,352
+84,212
+30% +$7.52M 0.59% 24
2022
Q2 		$25.8M Buy
283,140
+3,019
+1% +$268K 0.47% 39
2022
Q1 		$23M Buy
280,121
+14,072
+5% +$1.11M 0.36% 58
2021
Q4 		$20.4M Buy
266,049
+4,043
+2% +$322K 0.31% 68
2021
Q3 		$19.7M Sell
262,006
-32,907
-11% -$2.5M 0.34% 62
2021
Q2 		$22.9M Sell
294,913
-92,211
-24% -$6.86M 0.39% 47
2021
Q1 		$28.5M Buy
387,124
+74,422
+24% +$5.49M 0.5% 35
2020
Q4 		$24.4M Buy
312,702
+5,527
+2% +$423K 0.53% 37
2020
Q3 		$24.3M Sell
307,175
-59,552
-16% -$4.66M 0.61% 28
2020
Q2 		$27.1M Buy
366,727
+26,379
+8% +$1.99M 0.77% 20
2020
Q1 		$25M Buy
340,348
+72,335
+27% +$5.68M 0.91% 15
2019
Q4 		$23.3M Sell
268,013
-243
-0.1% -$20K 0.69% 29
2019
Q3 		$21.5M Buy
268,256
+23,583
+10% +$1.89M 0.73% 26
2019
Q2 		$19.6M Sell
244,673
-964
-0.4% -$73.8K 0.72% 29
2019
Q1 		$19.5M Buy
245,637
+46,654
+23% +$3.49M 0.83% 26
2018
Q4 		$14.5M Buy
198,983
+23,424
+13% +$1.65M 0.71% 32
2018
Q3 		$11.9M Buy
175,559
+46,919
+36% +$2.99M 0.57% 30
2018
Q2 		$7.45M Buy
128,640
+34,744
+37% +$1.96M 0.44% 44
2018
Q1 		$4.88M Buy
93,896
+4,751
+5% +$257K 0.33% 73
2017
Q4 		$4.79M Buy
89,145
+8,583
+11% +$476K 0.37% 63
2017
Q3 		$4.92M Buy
80,562
+1,531
+2% +$92.8K 0.5% 52
2017
Q2 		$4.83M Buy
79,031
+15,933
+25% +$970K 0.54% 48
2017
Q1 		$3.83M Buy
63,098
+13,538
+27% +$821K 0.58% 48
2016
Q4 		$2.78M Buy
+49,560
New +$2.9M 1.27% 17

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

Steward Partners Investment Advisory's MRK Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Merck (MRK) stake by 1.8% in Q1 2026, buying an estimated $630K and bringing the position to 305,398 shares worth $36.7M. The position accounts for 0.19% of the portfolio, ranked #103.

Steward Partners Investment Advisory first reported a position in MRK in Q4 2016 and has held it in 38 quarters since. The position peaked at $61.4M in Q1 2024. 3,779 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Steward Partners Investment Advisory held 305,398 shares of Merck worth $36.7M as of Q1 2026.
  • Steward Partners Investment Advisory bought 5,456 Merck shares in Q1 2026, an estimated $630K.
  • Merck made up 0.19% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #103 holding.
  • Steward Partners Investment Advisory first reported a position in Merck in Q4 2016 and has held it in 38 quarters since.
  • Steward Partners Investment Advisory's Merck position peaked at $61.4M in Q1 2024.
  • 3,779 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.