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tru Independence’s Merck MRK Stock Holding History

tru Independence’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 		$227K Sell
1,883
-48,661
-96% -$5.62M 0.11% 95
2025
Q4 		$5.32M Sell
50,544
-1,342
-3% -$126K 1.34% 29
2025
Q3 		$4.35M Buy
51,886
+1,215
+2% +$100K 1.13% 43
2025
Q2 		$4.01M Sell
50,671
-306
-0.6% -$24.3K 1.16% 41
2025
Q1 		$4.58M Buy
50,977
+2,374
+5% +$222K 1.42% 32
2024
Q4 		$4.84M Sell
48,603
-2,063
-4% -$213K 1.52% 27
2024
Q3 		$5.75M Sell
50,666
-486
-1% -$57.7K 1.68% 24
2024
Q2 		$6.33M Sell
51,152
-458
-0.9% -$59K 1.91% 17
2024
Q1 		$6.81M Sell
51,610
-1,249
-2% -$154K 2.01% 14
2023
Q4 		$5.76M Buy
52,859
+978
+2% +$102K 1.75% 20
2023
Q3 		$5.34M Buy
51,881
+3,271
+7% +$353K 1.85% 19
2023
Q2 		$5.61M Buy
48,610
+840
+2% +$95.4K 1.85% 18
2023
Q1 		$5.08M Sell
47,770
-11,355
-19% -$1.23M 1.64% 27
2022
Q4 		$6.56M Sell
59,125
-8,720
-13% -$891K 2.13% 6
2022
Q3 		$5.84M Sell
67,845
-5,277
-7% -$471K 2.06% 8
2022
Q2 		$6.67M Sell
73,122
-8,533
-10% -$756K 2.14% 3
2022
Q1 		$6.7M Buy
81,655
+4,768
+6% +$376K 1.82% 12
2021
Q4 		$5.89M Sell
76,887
-865
-1% -$68.9K 1.61% 24
2021
Q3 		$5.84M Buy
77,752
+362
+0.5% +$27.5K 1.63% 22
2021
Q2 		$6.02M Sell
77,390
-3,172
-4% -$236K 1.77% 20
2021
Q1 		$5.93M Sell
80,562
-4,259
-5% -$314K 1.12% 28
2020
Q4 		$6.62K Buy
84,821
+27,436
+48% +$2.1M 0.01% 275
2020
Q3 		$4.54M Sell
57,385
-11,854
-17% -$928K 1.29% 33
2020
Q2 		$5.11K Buy
69,239
+33,903
+96% +$2.55M 0.74% 32
2020
Q1 		$4.9K Sell
35,336
-54,077
-60% -$4.25M 0.8% 23
2019
Q4 		$9.6M Buy
+89,413
New +$7.34M 1.38% 14

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

tru Independence's MRK Position: Q1 2026 in Review

tru Independence reduced its Merck (MRK) stake by 96% in Q1 2026, selling an estimated $5.62M and leaving 1,883 shares worth $227K. The position accounts for 0.11% of the portfolio, ranked #95.

tru Independence first reported a position in MRK in Q4 2019 and has held it in 26 quarters since. The position peaked at $9.6M in Q4 2019. 3,777 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • tru Independence held 1,883 shares of Merck worth $227K as of Q1 2026.
  • tru Independence sold 48,661 Merck shares in Q1 2026, an estimated $5.62M.
  • Merck made up 0.11% of tru Independence's portfolio in Q1 2026, its #95 holding.
  • tru Independence first reported a position in Merck in Q4 2019 and has held it in 26 quarters since.
  • tru Independence's Merck position peaked at $9.6M in Q4 2019.
  • 3,777 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on tru Independence's 13F filing for Q1 2026, filed 22 Apr 2026.