SF
MRK icon

Strategent Financial’s Merck MRK Stock Holding History

Strategent Financial’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 		$399K Sell
3,314
-161
-5% -$18.6K 0.27% 31
2025
Q4 		$366K Hold
3,475
– – 0.23% 32
2025
Q3 		$292K Hold
3,475
– – 0.21% 32
2025
Q2 		$275K Hold
3,475
– – 0.21% 31
2025
Q1 		$312K Sell
3,475
-125
-3% -$11.7K 0.28% 30
2024
Q4 		$358K Buy
+3,600
New +$371K 0.36% 24

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

Strategent Financial's MRK Position: Q1 2026 in Review

Strategent Financial reduced its Merck (MRK) stake by 4.6% in Q1 2026, selling an estimated $18.6K and leaving 3,314 shares worth $399K. The position accounts for 0.27% of the portfolio, ranked #31.

Strategent Financial first reported a position in MRK in Q4 2024 and has held it in 6 quarters since. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Strategent Financial held 3,314 shares of Merck worth $399K as of Q1 2026.
  • Strategent Financial sold 161 Merck shares in Q1 2026, an estimated $18.6K.
  • Merck made up 0.27% of Strategent Financial's portfolio in Q1 2026, its #31 holding.
  • Strategent Financial first reported a position in Merck in Q4 2024 and has held it in 6 quarters since.
  • 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Strategent Financial's 13F filing for Q1 2026, filed 20 Apr 2026.