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Strategic Wealth Partners’s Merck MRK Stock Holding History

Strategic Wealth Partners’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 		$1.15M Buy
9,582
+4,514
+89% +$521K 0.08% 139
2025
Q4 		$533K Buy
5,068
+1,766
+53% +$166K 0.04% 196
2025
Q3 		$277K Sell
3,302
-2,868
-46% -$236K 0.02% 295
2025
Q2 		$488K Buy
+6,170
New +$490K 0.04% 214
2024
Q4 		$570K Sell
6,753
-335
-5% -$34.5K 0.05% 194
2024
Q3 		$805K Sell
7,088
-234
-3% -$27.8K 0.08% 161
2024
Q2 		$906K Buy
7,322
+1,419
+24% +$183K 0.09% 146
2024
Q1 		$779K Sell
5,903
-4,160
-41% -$513K 0.09% 155
2023
Q4 		$1.1M Sell
10,063
-24,501
-71% -$2.54M 0.14% 123
2023
Q3 		$3.56M Sell
34,564
-1,207
-3% -$130K 0.47% 63
2023
Q2 		$4.13M Buy
35,771
+61
+0.2% +$6.93K 0.53% 48
2023
Q1 		$3.8M Sell
35,710
-1,848
-5% -$200K 0.58% 44
2022
Q4 		$4.17M Sell
37,558
-930
-2% -$95.1K 0.77% 33
2022
Q3 		$3.31M Buy
38,488
+2,997
+8% +$268K 0.7% 32
2022
Q2 		$3.24M Sell
35,491
-341
-1% -$30.2K 0.7% 40
2022
Q1 		$2.94M Sell
35,832
-1,106
-3% -$87.2K 0.57% 52
2021
Q4 		$2.83M Buy
+36,938
New +$2.94M 0.54% 59
2019
Q4 		– Sell
-2,229
Closed -$44.4K – 360
2019
Q3 		$44.4K Sell
2,229
-4,627
-67% -$371K 0.23% 88
2019
Q2 		$547K Buy
6,856
+1,888
+38% +$145K 0.26% 92
2019
Q1 		$394K Buy
4,968
+4,809
+3,025% +$360K 0.18% 110
2018
Q4 		$11K Buy
159
+2
+1% +$141 0.01% 437
2018
Q3 		$11K Hold
157
– – 0.01% 434
2018
Q2 		$9K Sell
157
-125
-44% -$7.05K 0.01% 584
2018
Q1 		$15K Sell
282
-641
-69% -$34.6K 0.01% 432
2017
Q4 		$50K Buy
+923
New +$51.2K 0.03% 226

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

Strategic Wealth Partners's MRK Position: Q1 2026 in Review

Strategic Wealth Partners increased its Merck (MRK) stake by 89% in Q1 2026, buying an estimated $521K and bringing the position to 9,582 shares worth $1.15M. The position accounts for 0.08% of the portfolio, ranked #139.

Strategic Wealth Partners first reported a position in MRK in Q4 2017 and has held it in 25 quarters since. The position peaked at $4.17M in Q4 2022. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Strategic Wealth Partners held 9,582 shares of Merck worth $1.15M as of Q1 2026.
  • Strategic Wealth Partners bought 4,514 Merck shares in Q1 2026, an estimated $521K.
  • Merck made up 0.08% of Strategic Wealth Partners's portfolio in Q1 2026, its #139 holding.
  • Strategic Wealth Partners first reported a position in Merck in Q4 2017 and has held it in 25 quarters since.
  • Strategic Wealth Partners's Merck position peaked at $4.17M in Q4 2022.
  • 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.