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Wealth Advisory Solutions’s Merck MRK Stock Holding History

Wealth Advisory Solutions’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 		$505K Sell
4,195
-169
-4% -$19.5K 0.11% 93
2025
Q4 		$459K Buy
+4,364
New +$410K 0.11% 92
2024
Q4 		– Sell
-3,040
Closed -$345K – 132
2024
Q3 		$345K Sell
3,040
-6
-0.2% -$713 0.1% 96
2024
Q2 		$377K Sell
3,046
-447
-13% -$57.6K 0.1% 92
2024
Q1 		$461K Buy
+3,493
New +$431K 0.12% 87
2023
Q4 		– Sell
-3,636
Closed -$374K – 100
2023
Q3 		$374K Buy
+3,636
New +$392K 0.07% 102
2023
Q2 		– Sell
-8,297
Closed -$883K – 118
2023
Q1 		$883K Sell
8,297
-20,788
-71% -$2.24M 0.23% 72
2022
Q4 		$3.23M Sell
29,085
-1,610
-5% -$165K 0.87% 35
2022
Q3 		$2.64M Sell
30,695
-2,193
-7% -$196K 0.73% 42
2022
Q2 		$3M Sell
32,888
-774
-2% -$68.6K 0.74% 50
2022
Q1 		$2.76M Buy
+33,662
New +$2.65M 0.57% 50
2021
Q3 		$1.97M Buy
26,273
+18,357
+232% +$1.4M 0.44% 60
2021
Q2 		$616K Buy
7,916
+2,168
+38% +$161K 0.15% 97
2021
Q1 		$423K Sell
5,748
-1,804
-24% -$133K 0.32% 47
2020
Q4 		$593K Sell
7,552
-2,557
-25% -$196K 0.16% 86
2020
Q3 		$800K Buy
10,109
+2,557
+34% +$200K 0.21% 86
2020
Q2 		$557K Sell
7,552
-644
-8% -$48.5K 0.16% 101
2020
Q1 		$602K Buy
8,196
+209
+3% +$16.4K 0.2% 94
2019
Q4 		$693K Buy
+7,987
New +$656K 0.18% 101

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

Wealth Advisory Solutions's MRK Position: Q1 2026 in Review

Wealth Advisory Solutions reduced its Merck (MRK) stake by 3.9% in Q1 2026, selling an estimated $19.5K and leaving 4,195 shares worth $505K. The position accounts for 0.11% of the portfolio, ranked #93.

Wealth Advisory Solutions first reported a position in MRK in Q4 2019 and has held it in 19 quarters since. The position peaked at $3.23M in Q4 2022. 3,777 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Wealth Advisory Solutions held 4,195 shares of Merck worth $505K as of Q1 2026.
  • Wealth Advisory Solutions sold 169 Merck shares in Q1 2026, an estimated $19.5K.
  • Merck made up 0.11% of Wealth Advisory Solutions's portfolio in Q1 2026, its #93 holding.
  • Wealth Advisory Solutions first reported a position in Merck in Q4 2019 and has held it in 19 quarters since.
  • Wealth Advisory Solutions's Merck position peaked at $3.23M in Q4 2022.
  • 3,777 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Wealth Advisory Solutions's 13F filing for Q1 2026, filed 22 Apr 2026.