Trifecta Capital Advisors’s Merck MRK Stock Holding History

Trifecta Capital Advisors’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	$688K	Hold	5,723	–	–	0.11%	65
2025 Q4	$602K	Sell	5,723 -92	-2%	-$8.64K	0.09%	71
2025 Q3	$488K	Sell	5,815 -2,582	-31%	-$213K	0.07%	75
2025 Q2	$665K	Buy	8,397 +2,552	+44%	+$203K	0.11%	63
2025 Q1	$525K	Sell	5,845 -3,820	-40%	-$357K	0.11%	60
2024 Q4	$961K	Sell	9,665 -21,088	-69%	-$2.17M	0.19%	55
2024 Q3	$3.49M	Buy	30,753 +2,245	+8%	+$267K	0.73%	43
2024 Q2	$3.53M	Buy	28,508 +19,316	+210%	+$2.49M	0.78%	41
2024 Q1	$1.21M	Hold	9,192	–	–	0.3%	56
2023 Q4	$1M	Hold	9,192	–	–	0.28%	57
2023 Q3	$946K	Sell	9,192 -466	-5%	-$50.2K	0.3%	56
2023 Q2	$1.11M	Sell	9,658 -325	-3%	-$36.9K	0.36%	53
2023 Q1	$1.06M	Buy	9,983 +78	+0.8%	+$8.42K	0.37%	57
2022 Q4	$1.1M	Buy	+9,905	New	+$1.01M	0.44%	55

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

Trifecta Capital Advisors's MRK Position: Q1 2026 in Review

Trifecta Capital Advisors held its Merck (MRK) position steady in Q1 2026 at 5,723 shares worth $688K. The position accounts for 0.11% of the portfolio, ranked #65.

Trifecta Capital Advisors first reported a position in MRK in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.53M in Q2 2024. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

Trifecta Capital Advisors held 5,723 shares of Merck worth $688K as of Q1 2026.
Trifecta Capital Advisors left its Merck share count unchanged in Q1 2026.
Merck made up 0.11% of Trifecta Capital Advisors's portfolio in Q1 2026, its #65 holding.
Trifecta Capital Advisors first reported a position in Merck in Q4 2022 and has held it in 14 quarters since.
Trifecta Capital Advisors's Merck position peaked at $3.53M in Q2 2024.
3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Trifecta Capital Advisors's 13F filing for Q1 2026, filed 1 May 2026.