UP Strategic Wealth Investment Advisors’s Merck MRK Stock Holding History

UP Strategic Wealth Investment 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	$366K	Buy	3,261 +12	+0.4%	+$1.39K	0.23%	62
2025 Q4	$396K	Buy	3,249 +5	+0.2%	+$469	0.29%	57
2025 Q3	$273K	Buy	+3,244	New	+$267K	0.2%	70
2025 Q2	–	Sell	-3,377	Closed	-$303K	–	100
2025 Q1	$303K	Buy	3,377 +204	+6%	+$19K	0.27%	62
2024 Q4	$316K	Buy	3,173 +1,079	+52%	+$111K	0.32%	53
2024 Q3	$238K	Buy	+2,094	New	+$249K	0.27%	66
2024 Q2	–	Sell	-1,552	Closed	-$205K	–	62
2024 Q1	$205K	Buy	+1,552	New	+$191K	0.34%	58

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

UP Strategic Wealth Investment Advisors's MRK Position: Q1 2026 in Review

UP Strategic Wealth Investment Advisors increased its Merck (MRK) stake by 0.37% in Q1 2026, buying an estimated $1.39K and bringing the position to 3,261 shares worth $366K. The position accounts for 0.23% of the portfolio, ranked #62.

UP Strategic Wealth Investment Advisors first reported a position in MRK in Q1 2024 and has held it in 7 quarters since. The position peaked at $396K in Q4 2025. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

UP Strategic Wealth Investment Advisors held 3,261 shares of Merck worth $366K as of Q1 2026.
UP Strategic Wealth Investment Advisors bought 12 Merck shares in Q1 2026, an estimated $1.39K.
Merck made up 0.23% of UP Strategic Wealth Investment Advisors's portfolio in Q1 2026, its #62 holding.
UP Strategic Wealth Investment Advisors first reported a position in Merck in Q1 2024 and has held it in 7 quarters since.
UP Strategic Wealth Investment Advisors's Merck position peaked at $396K in Q4 2025.
3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on UP Strategic Wealth Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.