TAFW
MRK icon

Tred Avon Family Wealth’s Merck MRK Stock Holding History

Tred Avon Family Wealth’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 		$535K Sell
4,444
-236
-5% -$27.2K 0.18% 163
2025
Q4 		$493K Buy
4,680
+2,219
+90% +$208K 0.16% 160
2025
Q3 		$207K Buy
+2,461
New +$203K 0.07% 234

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

Tred Avon Family Wealth's MRK Position: Q1 2026 in Review

Tred Avon Family Wealth reduced its Merck (MRK) stake by 5% in Q1 2026, selling an estimated $27.2K and leaving 4,444 shares worth $535K. The position accounts for 0.18% of the portfolio, ranked #163.

Tred Avon Family Wealth first reported a position in MRK in Q3 2025 and has held it in 3 quarters since. 3,781 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Tred Avon Family Wealth held 4,444 shares of Merck worth $535K as of Q1 2026.
  • Tred Avon Family Wealth sold 236 Merck shares in Q1 2026, an estimated $27.2K.
  • Merck made up 0.18% of Tred Avon Family Wealth's portfolio in Q1 2026, its #163 holding.
  • Tred Avon Family Wealth first reported a position in Merck in Q3 2025 and has held it in 3 quarters since.
  • 3,781 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Tred Avon Family Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.