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Triad Wealth Partners’s Merck MRK Stock Holding History

Triad 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 		$804K Buy
6,686
+851
+15% +$98.2K 0.06% 200
2025
Q4 		$614K Buy
5,835
+1,068
+22% +$100K 0.06% 224
2025
Q3 		$400K Buy
4,767
+996
+26% +$82K 0.05% 238
2025
Q2 		$299K Sell
3,771
-161
-4% -$12.8K 0.06% 217
2025
Q1 		$353K Buy
3,932
+116
+3% +$10.8K 0.11% 138
2024
Q4 		$380K Buy
+3,816
New +$393K 0.14% 115
2024
Q3 		– Sell
-2,593
Closed -$321K – 581
2024
Q2 		$321K Buy
2,593
+548
+27% +$70.6K 0.17% 60
2024
Q1 		$270K Buy
+2,045
New +$252K 0.21% 47

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

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

Triad Wealth Partners increased its Merck (MRK) stake by 15% in Q1 2026, buying an estimated $98.2K and bringing the position to 6,686 shares worth $804K. The position accounts for 0.06% of the portfolio, ranked #200.

Triad Wealth Partners first reported a position in MRK in Q1 2024 and has held it in 8 quarters since. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Triad Wealth Partners held 6,686 shares of Merck worth $804K as of Q1 2026.
  • Triad Wealth Partners bought 851 Merck shares in Q1 2026, an estimated $98.2K.
  • Merck made up 0.06% of Triad Wealth Partners's portfolio in Q1 2026, its #200 holding.
  • Triad Wealth Partners first reported a position in Merck in Q1 2024 and has held it in 8 quarters since.
  • 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.