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MRK icon

TruWealth Advisors’s Merck MRK Stock Holding History

TruWealth 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 		$496K Buy
4,123
+169
+4% +$19.5K 0.02% 121
2025
Q4 		$416K Buy
3,954
+126
+3% +$11.8K 0.02% 131
2025
Q3 		$321K Sell
3,828
-55
-1% -$4.53K 0.02% 142
2025
Q2 		$307K Sell
3,883
-5,950
-61% -$473K 0.02% 138
2025
Q1 		$883K Buy
9,833
+755
+8% +$70.5K 0.05% 86
2024
Q4 		$903K Sell
9,078
-124
-1% -$12.8K 0.05% 83
2024
Q3 		$1.05M Buy
9,202
+294
+3% +$34.9K 0.06% 80
2024
Q2 		$1.1M Buy
8,908
+344
+4% +$44.3K 0.07% 79
2024
Q1 		$1.13M Buy
8,564
+794
+10% +$97.9K 0.08% 79
2023
Q4 		$847K Buy
7,770
+449
+6% +$46.6K 0.06% 77
2023
Q3 		$754K Sell
7,321
-953
-12% -$103K 0.06% 79
2023
Q2 		$955K Buy
8,274
+272
+3% +$30.9K 0.08% 76
2023
Q1 		$851K Buy
8,002
+324
+4% +$35K 0.08% 77
2022
Q4 		$852K Buy
7,678
+1,151
+18% +$118K 0.08% 79
2022
Q3 		$562K Sell
6,527
-1,005
-13% -$89.7K 0.06% 82
2022
Q2 		$687K Buy
7,532
+2,506
+50% +$222K 0.07% 74
2022
Q1 		$412K Buy
5,026
+2,394
+91% +$189K 0.04% 81
2021
Q4 		$202K Sell
2,632
-416
-14% -$33.1K 0.02% 122
2021
Q3 		$229K Buy
3,048
+100
+3% +$7.61K 0.03% 108
2021
Q2 		$229K Sell
2,948
-281
-9% -$20.9K 0.03% 105
2021
Q1 		$238K Buy
3,229
+222
+7% +$16.4K 0.03% 98
2020
Q4 		$235K Buy
+3,007
New +$230K 0.04% 97

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

TruWealth Advisors's MRK Position: Q1 2026 in Review

TruWealth Advisors increased its Merck (MRK) stake by 4.3% in Q1 2026, buying an estimated $19.5K and bringing the position to 4,123 shares worth $496K. The position accounts for 0.02% of the portfolio, ranked #121.

TruWealth Advisors first reported a position in MRK in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.13M in Q1 2024. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • TruWealth Advisors held 4,123 shares of Merck worth $496K as of Q1 2026.
  • TruWealth Advisors bought 169 Merck shares in Q1 2026, an estimated $19.5K.
  • Merck made up 0.02% of TruWealth Advisors's portfolio in Q1 2026, its #121 holding.
  • TruWealth Advisors first reported a position in Merck in Q4 2020 and has held it in 22 quarters since.
  • TruWealth Advisors's Merck position peaked at $1.13M in Q1 2024.
  • 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on TruWealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.