ViaWealth’s Merck MRK Stock Holding History

ViaWealth’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	$412K	Sell	3,423 -3	-0.1%	-$346	0.23%	114
2025 Q4	$361K	Sell	3,426 -1,079	-24%	-$101K	0.2%	114
2025 Q3	$378K	Buy	4,505 +273	+6%	+$22.5K	0.21%	119
2025 Q2	$335K	Sell	4,232 -1,272	-23%	-$101K	0.2%	128
2025 Q1	$494K	Sell	5,504 -45	-0.8%	-$4.2K	0.31%	99
2024 Q4	$552K	Buy	5,549 +291	+6%	+$30K	0.33%	87
2024 Q3	$597K	Buy	5,258 +52	+1%	+$6.18K	0.35%	92
2024 Q2	$645K	Sell	5,206 -25	-0.5%	-$3.22K	0.4%	76
2024 Q1	$690K	Hold	5,231	–	–	0.43%	77
2023 Q4	$570K	Hold	5,231	–	–	0.39%	88
2023 Q3	$539K	Hold	5,231	–	–	0.4%	84
2023 Q2	$604K	Sell	5,231 -260	-5%	-$29.5K	0.45%	73
2023 Q1	$584K	Hold	5,491	–	–	0.46%	77
2022 Q4	$606K	Buy	+5,491	New	+$561K	0.5%	73

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

ViaWealth's MRK Position: Q1 2026 in Review

ViaWealth reduced its Merck (MRK) stake by 0.09% in Q1 2026, selling an estimated $346 and leaving 3,423 shares worth $412K. The position accounts for 0.23% of the portfolio, ranked #114.

ViaWealth first reported a position in MRK in Q4 2022 and has held it in 14 quarters since. The position peaked at $690K in Q1 2024. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

ViaWealth held 3,423 shares of Merck worth $412K as of Q1 2026.
ViaWealth sold 3 Merck shares in Q1 2026, an estimated $346.
Merck made up 0.23% of ViaWealth's portfolio in Q1 2026, its #114 holding.
ViaWealth first reported a position in Merck in Q4 2022 and has held it in 14 quarters since.
ViaWealth's Merck position peaked at $690K in Q1 2024.
3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on ViaWealth's 13F filing for Q1 2026, filed 11 May 2026.