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Visionary Wealth Advisors’s Merck MRK Stock Holding History

Visionary Wealth 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 		$4.06M Buy
33,780
+1,101
+3% +$127K 0.18% 135
2025
Q4 		$3.44M Buy
32,679
+15,192
+87% +$1.43M 0.16% 149
2025
Q3 		$1.47M Buy
17,487
+438
+3% +$36.1K 0.07% 233
2025
Q2 		$1.35M Buy
17,049
+4,458
+35% +$354K 0.07% 240
2025
Q1 		$1.13M Buy
12,591
+20
+0.2% +$1.87K 0.07% 241
2024
Q4 		$1.25M Buy
12,571
+697
+6% +$71.9K 0.07% 225
2024
Q3 		$1.35M Sell
11,874
-828
-7% -$98.4K 0.08% 218
2024
Q2 		$1.57M Sell
12,702
-126
-1% -$16.2K 0.1% 195
2024
Q1 		$1.69M Sell
12,828
-126
-1% -$15.5K 0.11% 186
2023
Q4 		$1.41M Buy
12,954
+345
+3% +$35.8K 0.1% 196
2023
Q3 		$1.3M Sell
12,609
-288
-2% -$31K 0.11% 189
2023
Q2 		$1.49M Sell
12,897
-158
-1% -$17.9K 0.12% 170
2023
Q1 		$1.39M Buy
13,055
+232
+2% +$25K 0.12% 168
2022
Q4 		$1.42M Buy
12,823
+312
+2% +$31.9K 0.13% 150
2022
Q3 		$1.08M Sell
12,511
-6,239
-33% -$557K 0.11% 159
2022
Q2 		$1.71M Buy
18,750
+1,840
+11% +$163K 0.15% 128
2022
Q1 		$1.39M Buy
16,910
+963
+6% +$75.9K 0.11% 156
2021
Q4 		$1.22M Buy
15,947
+2,284
+17% +$182K 0.1% 149
2021
Q3 		$1.03M Buy
13,663
+4,109
+43% +$313K 0.11% 135
2021
Q2 		$743K Sell
9,554
-821
-8% -$61.1K 0.07% 162
2021
Q1 		$763K Sell
10,375
-2,024
-16% -$149K 0.08% 160
2020
Q4 		$968K Sell
12,399
-302
-2% -$23.1K 0.11% 136
2020
Q3 		$1M Buy
12,701
+834
+7% +$65.3K 0.14% 117
2020
Q2 		$875K Buy
11,867
+1,189
+11% +$89.5K 0.13% 120
2020
Q1 		$784K Buy
10,678
+232
+2% +$18.2K 0.15% 106
2019
Q4 		$906K Buy
+10,446
New +$858K 0.16% 104

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

Visionary Wealth Advisors's MRK Position: Q1 2026 in Review

Visionary Wealth Advisors increased its Merck (MRK) stake by 3.4% in Q1 2026, buying an estimated $127K and bringing the position to 33,780 shares worth $4.06M. The position accounts for 0.18% of the portfolio, ranked #135.

Visionary Wealth Advisors first reported a position in MRK in Q4 2019 and has held it in 26 quarters since. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Visionary Wealth Advisors held 33,780 shares of Merck worth $4.06M as of Q1 2026.
  • Visionary Wealth Advisors bought 1,101 Merck shares in Q1 2026, an estimated $127K.
  • Merck made up 0.18% of Visionary Wealth Advisors's portfolio in Q1 2026, its #135 holding.
  • Visionary Wealth Advisors first reported a position in Merck in Q4 2019 and has held it in 26 quarters since.
  • 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.