VA
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VestGen Advisors’s Merck MRK Stock Holding History

VestGen 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 		$3.5M Buy
31,104
+8,166
+36% +$943K 0.09% 193
2025
Q4 		$2.41M Sell
22,938
-16,267
-41% -$1.53M 0.1% 212
2025
Q3 		$3.29M Buy
39,205
+3,090
+9% +$255K 0.11% 179
2025
Q2 		$2.86M Buy
36,115
+15,698
+77% +$1.25M 0.11% 173
2025
Q1 		$1.83M Buy
+20,417
New +$1.91M 0.08% 218

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

VestGen Advisors's MRK Position: Q1 2026 in Review

VestGen Advisors increased its Merck (MRK) stake by 36% in Q1 2026, buying an estimated $943K and bringing the position to 31,104 shares worth $3.5M. The position accounts for 0.09% of the portfolio, ranked #193.

VestGen Advisors first reported a position in MRK in Q1 2025 and has held it in 5 quarters since. 3,784 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • VestGen Advisors held 31,104 shares of Merck worth $3.5M as of Q1 2026.
  • VestGen Advisors bought 8,166 Merck shares in Q1 2026, an estimated $943K.
  • Merck made up 0.09% of VestGen Advisors's portfolio in Q1 2026, its #193 holding.
  • VestGen Advisors first reported a position in Merck in Q1 2025 and has held it in 5 quarters since.
  • 3,784 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on VestGen Advisors's 13F filing for Q1 2026, filed 14 May 2026.