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Turning Point Benefit Group’s Merck MRK Stock Holding History

Turning Point Benefit Group’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 		– Sell
-567
Closed -$59.7K – 526
2025
Q4 		$59.7K Buy
567
+55
+11% +$5.16K 0.03% 140
2025
Q3 		$46.1K Buy
+512
New +$42.2K 0.03% 144

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

Turning Point Benefit Group's MRK Position: Q1 2026 in Review

Turning Point Benefit Group sold out of Merck (MRK) in Q1 2026, closing a stake of 567 shares — an estimated $59.7K sold.

Turning Point Benefit Group first reported a position in MRK in Q3 2025 and held it in 2 quarters. The position peaked at $59.7K in Q4 2025. 3,779 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Turning Point Benefit Group reported no remaining Merck position as of Q1 2026 after selling out during the quarter.
  • Turning Point Benefit Group sold 567 Merck shares in Q1 2026, an estimated $59.7K.
  • Turning Point Benefit Group first reported a position in Merck in Q3 2025 and held it in 2 quarters.
  • Turning Point Benefit Group's Merck position peaked at $59.7K in Q4 2025.
  • 3,779 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.