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Strategic Family Wealth Counselors’s Merck MRK Stock Holding History

Strategic Family Wealth Counselors’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 		$340K Sell
2,829
-79
-3% -$9.12K 0.09% 122
2025
Q4 		$318K Buy
2,908
+505
+21% +$47.4K 0.07% 165
2025
Q3 		$202K Buy
+2,403
New +$198K 0.05% 152
2025
Q1 		– Sell
-2,023
Closed -$201K – 144
2024
Q4 		$201K Sell
2,023
-330
-14% -$34K 0.07% 133
2024
Q3 		$267K Buy
2,353
+234
+11% +$27.8K 0.09% 113
2024
Q2 		$262K Hold
2,119
– – 0.1% 107
2024
Q1 		$280K Hold
2,119
– – 0.11% 92
2023
Q4 		$231K Hold
2,119
– – 0.1% 105
2023
Q3 		$218K Hold
2,119
– – 0.1% 100
2023
Q2 		$245K Sell
2,119
-100
-5% -$11.4K 0.11% 90
2023
Q1 		$236K Hold
2,219
– – 0.11% 93
2022
Q4 		$246K Buy
+2,219
New +$227K 0.12% 88
2019
Q2 		– Sell
-2,733
Closed -$217K – 66
2019
Q1 		$217K Buy
+2,733
New +$204K 0.18% 60

Other funds holding MRK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Strategic Family Wealth Counselors's MRK Position: Q1 2026 in Review

Strategic Family Wealth Counselors reduced its Merck (MRK) stake by 2.7% in Q1 2026, selling an estimated $9.12K and leaving 2,829 shares worth $340K. The position accounts for 0.09% of the portfolio, ranked #122.

Strategic Family Wealth Counselors first reported a position in MRK in Q1 2019 and has held it in 13 quarters since. 3,788 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Strategic Family Wealth Counselors held 2,829 shares of Merck worth $340K as of Q1 2026.
  • Strategic Family Wealth Counselors sold 79 Merck shares in Q1 2026, an estimated $9.12K.
  • Merck made up 0.09% of Strategic Family Wealth Counselors's portfolio in Q1 2026, its #122 holding.
  • Strategic Family Wealth Counselors first reported a position in Merck in Q1 2019 and has held it in 13 quarters since.
  • 3,788 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q1 2026, filed 11 May 2026.