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USA Financial Formulas’s Merck MRK Stock Holding History

USA Financial Formulas’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 		$891K Buy
+7,410
New +$855K 0.17% 35
2024
Q4 		– Sell
-1,489
Closed -$169K – 338
2024
Q3 		$169K Sell
1,489
-3,040
-67% -$361K 0.03% 164
2024
Q2 		$561K Buy
4,529
+1,270
+39% +$164K 0.09% 88
2024
Q1 		$430K Buy
3,259
+2,879
+758% +$355K 0.07% 110
2023
Q4 		$41.4K Sell
380
-8,991
-96% -$933K 0.01% 204
2023
Q3 		$965K Sell
9,371
-91
-1% -$9.81K 1.44% 11
2023
Q2 		$1.09M Sell
9,462
-1,757
-16% -$199K 1.68% 10
2023
Q1 		$1.19M Buy
+11,219
New +$1.21M 1.93% 8
2022
Q3 		$1.32M Buy
15,306
+5,773
+61% +$515K 2.08% 10
2022
Q2 		$869K Buy
9,533
+8,427
+762% +$747K 1.09% 31
2022
Q1 		$91K Sell
1,106
-125
-10% -$9.86K 0.1% 101
2021
Q4 		$94K Buy
1,231
+1,205
+4,635% +$96K 0.08% 125
2021
Q3 		$2K Hold
26
– – ﹤0.01% 323
2021
Q2 		$2K Sell
26
-89
-77% -$6.62K ﹤0.01% 317
2021
Q1 		$8K Buy
115
+9
+8% +$664 0.01% 222
2020
Q4 		$8K Buy
106
+93
+715% +$7.11K 0.01% 190
2020
Q3 		$1K Sell
13
-39
-75% -$3.06K ﹤0.01% 275
2020
Q2 		$4K Buy
52
+8
+18% +$602 ﹤0.01% 104
2020
Q1 		$3K Buy
44
+14
+47% +$1.1K ﹤0.01% 169
2019
Q4 		$3K Sell
30
-43,384
-100% -$3.56M ﹤0.01% 188
2019
Q3 		$3.49M Sell
43,414
-40,697
-48% -$3.26M 1.35% 13
2019
Q2 		$6.67M Buy
84,111
+13,487
+19% +$1.03M 3.35% 14
2019
Q1 		$5.61M Buy
+70,624
New +$5.28M 3.53% 13
2017
Q3 		– Sell
-47,813
Closed -$2.92M – 303
2017
Q2 		$2.92M Sell
47,813
-24,241
-34% -$1.48M 0.71% 63
2017
Q1 		$4.37M Sell
72,054
-88,994
-55% -$5.4M 1.05% 24
2016
Q4 		$9.05M Buy
+161,048
New +$9.43M 2.25% 9

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

USA Financial Formulas's MRK Position: Q1 2026 in Review

USA Financial Formulas opened a new position in Merck (MRK) in Q1 2026: 7,410 shares worth $891K. The stake represents 0.17% of the portfolio and ranks #35 among its holdings. This is a return to the name: USA Financial Formulas previously reported a position in MRK as recently as Q3 2024.

USA Financial Formulas first reported a position in MRK in Q4 2016 and has held it in 26 quarters since. The position peaked at $9.05M in Q4 2016. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • USA Financial Formulas held 7,410 shares of Merck worth $891K as of Q1 2026.
  • Merck was a new USA Financial Formulas position in Q1 2026.
  • Merck made up 0.17% of USA Financial Formulas's portfolio in Q1 2026, its #35 holding.
  • USA Financial Formulas first reported a position in Merck in Q4 2016 and has held it in 26 quarters since.
  • USA Financial Formulas's Merck position peaked at $9.05M in Q4 2016.
  • 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on USA Financial Formulas's 13F filing for Q1 2026, filed 14 Apr 2026.