Stratos Wealth Partners’s Merck MRK Stock Holding History

Stratos 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	$13.6M	Sell	113,014 -83,702	-43%	-$9.66M	0.15%	140
2025 Q4	$20.7M	Buy	196,716 +6,291	+3%	+$591K	0.23%	82
2025 Q3	$16M	Buy	190,425 +26,639	+16%	+$2.19M	0.19%	107
2025 Q2	$13M	Buy	163,786 +2,768	+2%	+$220K	0.18%	120
2025 Q1	$14.5M	Sell	161,018 -10,301	-6%	-$962K	0.22%	100
2024 Q4	$17M	Sell	171,319 -1,569	-0.9%	-$162K	0.24%	82
2024 Q3	$19.6M	Buy	172,888 +12,085	+8%	+$1.44M	0.28%	68
2024 Q2	$19.9M	Sell	160,803 -1,939	-1%	-$250K	0.32%	58
2024 Q1	$21.5M	Sell	162,742 -1,883	-1%	-$232K	0.36%	46
2023 Q4	$17.9M	Sell	164,625 -11,091	-6%	-$1.15M	0.33%	51
2023 Q3	$18.1M	Buy	175,716 +3,086	+2%	+$333K	0.39%	43
2023 Q2	$19.9M	Buy	172,630 +12,102	+8%	+$1.37M	0.45%	40
2023 Q1	$17.1M	Sell	160,528 -3,959	-2%	-$427K	0.46%	38
2022 Q4	$18.2M	Buy	164,487 +6,533	+4%	+$668K	0.46%	45
2022 Q3	$13.6M	Buy	157,954 +3,505	+2%	+$313K	0.38%	58
2022 Q2	$14.1M	Buy	154,449 +11,664	+8%	+$1.03M	0.35%	63
2022 Q1	$11.7M	Buy	142,785 +2,100	+1%	+$166K	0.26%	83
2021 Q4	$10.8M	Buy	140,685 +14,435	+11%	+$1.15M	0.24%	88
2021 Q3	$9.48M	Buy	126,250 +37,067	+42%	+$2.82M	0.24%	87
2021 Q2	$6.94M	Sell	89,183 -5,266	-6%	-$392K	0.17%	124
2021 Q1	$6.95M	Buy	94,449 +6,094	+7%	+$450K	0.19%	115
2020 Q4	$6.9M	Sell	88,355 -1,089	-1%	-$83.3K	0.2%	111
2020 Q3	$7.08M	Buy	89,444 +3,965	+5%	+$311K	0.23%	106
2020 Q2	$6.31M	Buy	85,479 +5,023	+6%	+$378K	0.22%	110
2020 Q1	$5.91M	Buy	80,456 +8,067	+11%	+$634K	0.27%	81
2019 Q4	$6.28M	Buy	72,389 +675	+0.9%	+$55.4K	0.25%	85
2019 Q3	$5.76M	Sell	71,714 -789	-1%	-$63.2K	0.25%	82
2019 Q2	$5.8M	Buy	72,503 +3,412	+5%	+$261K	0.25%	78
2019 Q1	$5.48M	Buy	69,091 +11,234	+19%	+$840K	0.25%	83
2018 Q4	$4.22M	Sell	57,857 -197	-0.3%	-$13.9K	0.22%	99
2018 Q3	$3.93M	Sell	58,054 -6,625	-10%	-$422K	0.18%	122
2018 Q2	$3.75M	Sell	64,679 -7,979	-11%	-$450K	0.17%	127
2018 Q1	$3.78M	Buy	72,658 +8,006	+12%	+$432K	0.16%	136
2017 Q4	$3.47M	Sell	64,652 -1,443	-2%	-$80K	0.16%	135
2017 Q3	$4.04M	Buy	66,095 +505	+0.8%	+$30.6K	0.19%	116
2017 Q2	$4.01M	Sell	65,590 -1,569	-2%	-$95.5K	0.21%	110
2017 Q1	$4.07M	Buy	67,159 +12,096	+22%	+$734K	0.23%	98
2016 Q4	$3.09M	Sell	55,063 -2,639	-5%	-$154K	0.19%	115
2016 Q3	$3.44M	Buy	57,702 +14,738	+34%	+$862K	0.23%	87
2016 Q2	$2.36M	Buy	42,964 +7,054	+20%	+$375K	0.18%	115
2016 Q1	$1.81M	Sell	35,910 -15,389	-30%	-$754K	0.16%	121
2015 Q4	$2.59M	Buy	51,299 +3,466	+7%	+$175K	0.22%	88
2015 Q3	$2.25M	Sell	47,833 -2,967	-6%	-$158K	0.28%	77
2015 Q2	$2.76M	Sell	50,800 -15,150	-23%	-$850K	0.35%	59
2015 Q1	$3.62M	Buy	65,950 +20,261	+44%	+$1.15M	0.43%	44
2014 Q4	$2.48M	Buy	45,689 +5,341	+13%	+$298K	0.45%	57
2014 Q3	$2.28M	Buy	40,348 +673	+2%	+$37.8K	0.54%	44
2014 Q2	$2.19M	Buy	+39,675	New	+$2.16M	0.73%	37

Other funds holding MRK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Stratos Wealth Partners reduced its Merck (MRK) stake by 43% in Q1 2026, selling an estimated $9.66M and leaving 113,014 shares worth $13.6M. The position accounts for 0.15% of the portfolio, ranked #140.

Stratos Wealth Partners first reported a position in MRK in Q2 2014 and has held it in 48 quarters since. The position peaked at $21.5M in Q1 2024. 3,779 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

Stratos Wealth Partners held 113,014 shares of Merck worth $13.6M as of Q1 2026.
Stratos Wealth Partners sold 83,702 Merck shares in Q1 2026, an estimated $9.66M.
Merck made up 0.15% of Stratos Wealth Partners's portfolio in Q1 2026, its #140 holding.
Stratos Wealth Partners first reported a position in Merck in Q2 2014 and has held it in 48 quarters since.
Stratos Wealth Partners's Merck position peaked at $21.5M in Q1 2024.
3,779 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.