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Vista Cima Wealth Management’s Merck MRK Stock Holding History

Vista Cima Wealth Management’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 		– Sell
-2,053
Closed -$216K – 52
2025
Q4 		$216K Sell
2,053
-3,008
-59% -$282K 0.18% 47
2025
Q3 		$425K Buy
+5,061
New +$417K 0.35% 57

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

Vista Cima Wealth Management's MRK Position: Q1 2026 in Review

Vista Cima Wealth Management sold out of Merck (MRK) in Q1 2026, closing a stake of 2,053 shares — an estimated $216K sold.

Vista Cima Wealth Management first reported a position in MRK in Q3 2025 and held it in 2 quarters. The position peaked at $425K in Q3 2025. 3,778 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Vista Cima Wealth Management reported no remaining Merck position as of Q1 2026 after selling out during the quarter.
  • Vista Cima Wealth Management sold 2,053 Merck shares in Q1 2026, an estimated $216K.
  • Vista Cima Wealth Management first reported a position in Merck in Q3 2025 and held it in 2 quarters.
  • Vista Cima Wealth Management's Merck position peaked at $425K in Q3 2025.
  • 3,778 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Vista Cima Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.