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Wealth Alliance’s Merck MRK Stock Holding History

Wealth Alliance’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 		$2.77M Buy
23,028
+5,760
+33% +$665K 0.27% 79
2025
Q4 		$1.82M Buy
17,268
+6,011
+53% +$564K 0.18% 106
2025
Q3 		$945K Sell
11,257
-5,224
-32% -$430K 0.1% 185
2025
Q2 		$1.3M Buy
16,481
+1,002
+6% +$79.6K 0.15% 139
2025
Q1 		$1.39M Buy
15,479
+554
+4% +$51.7K 0.17% 120
2024
Q4 		$1.48M Sell
14,925
-1,444
-9% -$149K 0.18% 111
2024
Q3 		$1.86M Buy
16,369
+729
+5% +$86.6K 0.22% 92
2024
Q2 		$1.94M Sell
15,640
-742
-5% -$95.6K 0.25% 71
2024
Q1 		$2.16M Buy
16,382
+113
+0.7% +$13.9K 0.28% 68
2023
Q4 		$1.77M Sell
16,269
-267
-2% -$27.7K 0.25% 82
2023
Q3 		$1.7M Sell
16,536
-762
-4% -$82.1K 0.27% 75
2023
Q2 		$2M Buy
17,298
+1,168
+7% +$133K 0.3% 60
2023
Q1 		$1.72M Sell
16,130
-3,358
-17% -$363K 0.28% 76
2022
Q4 		$2.16M Sell
19,488
-2,695
-12% -$275K 0.38% 49
2022
Q3 		$1.91M Sell
22,183
-3,543
-14% -$316K 0.38% 49
2022
Q2 		$2.35M Sell
25,726
-4,416
-15% -$391K 0.45% 39
2022
Q1 		$2.47M Sell
30,142
-2,818
-9% -$222K 0.51% 32
2021
Q4 		$2.53M Sell
32,960
-984
-3% -$78.4K 0.51% 32
2021
Q3 		$2.55M Buy
33,944
+1,391
+4% +$106K 0.57% 33
2021
Q2 		$2.53M Buy
32,553
+6,826
+27% +$508K 0.6% 32
2021
Q1 		$1.89M Buy
25,727
+7
+0% +$516 0.53% 34
2020
Q4 		$2.01M Buy
25,720
+3,550
+16% +$272K 0.59% 32
2020
Q3 		$1.75M Buy
22,170
+1,933
+10% +$151K 0.63% 32
2020
Q2 		$1.49M Buy
20,237
+5,814
+40% +$438K 0.59% 34
2020
Q1 		$1.06M Buy
+14,423
New +$1.13M 0.57% 39

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 Alliance's MRK Position: Q1 2026 in Review

Wealth Alliance increased its Merck (MRK) stake by 33% in Q1 2026, buying an estimated $665K and bringing the position to 23,028 shares worth $2.77M. The position accounts for 0.27% of the portfolio, ranked #79.

Wealth Alliance first reported a position in MRK in Q1 2020 and has held it in 25 quarters since. 3,779 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Wealth Alliance held 23,028 shares of Merck worth $2.77M as of Q1 2026.
  • Wealth Alliance bought 5,760 Merck shares in Q1 2026, an estimated $665K.
  • Merck made up 0.27% of Wealth Alliance's portfolio in Q1 2026, its #79 holding.
  • Wealth Alliance first reported a position in Merck in Q1 2020 and has held it in 25 quarters since.
  • 3,779 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.