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Wealthspire Advisors (New York)’s Merck MRK Stock Holding History

Wealthspire Advisors (New York)’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 		$6.43M Sell
53,484
-5,819
-10% -$672K 0.05% 144
2025
Q4 		$6.24M Buy
59,303
+11,269
+23% +$1.06M 0.05% 142
2025
Q3 		$4.03M Sell
48,034
-1,240
-3% -$102K 0.02% 183
2025
Q2 		$3.9M Buy
49,274
+179
+0.4% +$14.2K 0.02% 182
2025
Q1 		$4.41M Sell
49,095
-5,470
-10% -$511K 0.03% 172
2024
Q4 		$5.43M Sell
54,565
-134
-0.2% -$13.8K 0.05% 141
2024
Q3 		$6.21M Buy
54,699
+3,860
+8% +$459K 0.06% 133
2024
Q2 		$6.29M Buy
50,839
+1,512
+3% +$195K 0.08% 100
2024
Q1 		$6.51M Sell
49,327
-1,937
-4% -$239K 0.09% 100
2023
Q4 		$5.59M Sell
51,264
-6,262
-11% -$650K 0.08% 109
2023
Q3 		$5.92M Buy
57,526
+15,529
+37% +$1.67M 0.1% 98
2023
Q2 		$4.85M Buy
41,997
+2,601
+7% +$295K 0.08% 98
2023
Q1 		$4.19M Sell
39,396
-6,941
-15% -$749K 0.07% 104
2022
Q4 		$5.14M Buy
46,337
+2,145
+5% +$219K 0.09% 98
2022
Q3 		$3.81M Buy
44,192
+431
+1% +$38.5K 0.08% 104
2022
Q2 		$3.99M Buy
43,761
+4,741
+12% +$420K 0.08% 99
2022
Q1 		$3.2M Sell
39,020
-14,151
-27% -$1.12M 0.07% 97
2021
Q4 		$4.08M Buy
53,171
+5,048
+10% +$402K 0.09% 90
2021
Q3 		$3.62M Buy
48,123
+25,303
+111% +$1.92M 0.08% 110
2021
Q2 		$1.77M Sell
22,820
-48,290
-68% -$3.59M 0.05% 121
2021
Q1 		$5.23M Buy
71,110
+19,819
+39% +$1.46M 0.12% 86
2020
Q4 		$4M Buy
51,291
+29,108
+131% +$2.23M 0.12% 85
2020
Q3 		$1.76M Buy
22,183
+2,493
+13% +$195K 0.1% 94
2020
Q2 		$1.45M Sell
19,690
-39,644
-67% -$2.98M 0.1% 86
2020
Q1 		$4.36M Buy
59,334
+47,605
+406% +$3.74M 0.18% 68
2019
Q4 		$1.02M Buy
11,729
+2,953
+34% +$243K 0.07% 63
2019
Q3 		$705K Buy
+8,776
New +$703K 0.06% 63
2019
Q1 		– Sell
-2,442
Closed -$178K – 517
2018
Q4 		$178K Buy
+2,442
New +$172K 0.02% 71

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

Wealthspire Advisors (New York)'s MRK Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Merck (MRK) stake by 9.8% in Q1 2026, selling an estimated $672K and leaving 53,484 shares worth $6.43M. The position accounts for 0.05% of the portfolio, ranked #144.

Wealthspire Advisors (New York) first reported a position in MRK in Q4 2018 and has held it in 28 quarters since. The position peaked at $6.51M in Q1 2024. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Wealthspire Advisors (New York) held 53,484 shares of Merck worth $6.43M as of Q1 2026.
  • Wealthspire Advisors (New York) sold 5,819 Merck shares in Q1 2026, an estimated $672K.
  • Merck made up 0.05% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #144 holding.
  • Wealthspire Advisors (New York) first reported a position in Merck in Q4 2018 and has held it in 28 quarters since.
  • Wealthspire Advisors (New York)'s Merck position peaked at $6.51M in Q1 2024.
  • 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.