WE
MRK icon

Wealth Effects’s Merck MRK Stock Holding History

Wealth Effects’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 		$1.18M Hold
9,814
– – 0.42% 52
2025
Q4 		$1.03M Sell
9,814
-700
-7% -$65.7K 0.32% 57
2025
Q3 		$882K Sell
10,514
-300
-3% -$24.7K 0.28% 66
2025
Q2 		$856K Buy
10,814
+25
+0.2% +$1.99K 0.32% 62
2025
Q1 		$968K Buy
10,789
+50
+0.5% +$4.67K 0.41% 54
2024
Q4 		$1.07M Sell
10,739
-561
-5% -$57.8K 0.38% 53
2024
Q3 		$1.28M Sell
11,300
-1,430
-11% -$170K 0.45% 46
2024
Q2 		$1.58M Sell
12,730
-170
-1% -$21.9K 0.57% 38
2024
Q1 		$1.7M Sell
12,900
-2,197
-15% -$271K 0.63% 34
2023
Q4 		$1.65M Sell
15,097
-444
-3% -$46.1K 0.62% 33
2023
Q3 		$1.6M Sell
15,541
-585
-4% -$63.1K 0.79% 22
2023
Q2 		$1.86M Sell
16,126
-146
-0.9% -$16.6K 0.82% 19
2023
Q1 		$1.73M Sell
16,272
-57
-0.3% -$6.15K 0.89% 20
2022
Q4 		$1.81M Sell
16,329
-171
-1% -$17.5K 1.03% 19
2022
Q3 		$1.42M Hold
16,500
– – 0.87% 24
2022
Q2 		$1.5M Buy
16,500
+118
+0.7% +$10.5K 0.91% 25
2022
Q1 		$1.34M Sell
16,382
-72
-0.4% -$5.68K 0.63% 36
2021
Q4 		$1.26M Buy
+16,454
New +$1.31M 0.52% 46

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 Effects's MRK Position: Q1 2026 in Review

Wealth Effects held its Merck (MRK) position steady in Q1 2026 at 9,814 shares worth $1.18M. The position accounts for 0.42% of the portfolio, ranked #52.

Wealth Effects first reported a position in MRK in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.86M in Q2 2023. 3,775 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Wealth Effects held 9,814 shares of Merck worth $1.18M as of Q1 2026.
  • Wealth Effects left its Merck share count unchanged in Q1 2026.
  • Merck made up 0.42% of Wealth Effects's portfolio in Q1 2026, its #52 holding.
  • Wealth Effects first reported a position in Merck in Q4 2021 and has held it in 18 quarters since.
  • Wealth Effects's Merck position peaked at $1.86M in Q2 2023.
  • 3,775 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Wealth Effects's 13F filing for Q1 2026, filed 21 Apr 2026.