Virtus Family Office’s Merck MRK Stock Holding History

Virtus Family Office’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	$958K	Sell	7,906 -369	-4%	-$42.6K	0.82%	37
2025 Q4	$878K	Buy	+8,275	New	+$777K	0.76%	37
2023 Q2	–	Sell	-11,886	Closed	-$1.27M	–	50
2023 Q1	$1.27M	Hold	11,886	–	–	2.51%	16
2022 Q4	$1.33M	Buy	11,886 +1,158	+11%	+$118K	2.96%	13
2022 Q3	$924K	Buy	+10,728	New	+$958K	2.36%	15

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

Virtus Family Office's MRK Position: Q1 2026 in Review

Virtus Family Office reduced its Merck (MRK) stake by 4.5% in Q1 2026, selling an estimated $42.6K and leaving 7,906 shares worth $958K. The position accounts for 0.82% of the portfolio, ranked #37.

Virtus Family Office first reported a position in MRK in Q3 2022 and has held it in 5 quarters since. The position peaked at $1.33M in Q4 2022. 3,779 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

Virtus Family Office held 7,906 shares of Merck worth $958K as of Q1 2026.
Virtus Family Office sold 369 Merck shares in Q1 2026, an estimated $42.6K.
Merck made up 0.82% of Virtus Family Office's portfolio in Q1 2026, its #37 holding.
Virtus Family Office first reported a position in Merck in Q3 2022 and has held it in 5 quarters since.
Virtus Family Office's Merck position peaked at $1.33M in Q4 2022.
3,779 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Virtus Family Office's 13F filing for Q1 2026, filed 7 May 2026.