WAG
MRK icon

Wiser Advisor Group’s Merck MRK Stock Holding History

Wiser Advisor Group’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 		$80K Buy
665
+5
+0.8% +$577 0.1% 72
2025
Q4 		$69.5K Buy
660
+5
+0.8% +$469 0.08% 80
2025
Q3 		$55K Buy
+655
New +$53.9K 0.07% 89
2025
Q2 		– Sell
-704
Closed -$63.2K – 175
2025
Q1 		$63.2K Buy
704
+5
+0.7% +$467 0.09% 79
2024
Q4 		$69.5K Buy
699
+5
+0.7% +$515 0.1% 80
2024
Q3 		$78.8K Buy
694
+4
+0.6% +$475 0.12% 77
2024
Q2 		$85.4K Buy
690
+72
+12% +$9.27K 0.13% 73
2024
Q1 		$81.6K Buy
618
+3
+0.5% +$370 0.13% 76
2023
Q4 		$67K Buy
+615
New +$63.8K 0.11% 75

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

Wiser Advisor Group's MRK Position: Q1 2026 in Review

Wiser Advisor Group increased its Merck (MRK) stake by 0.76% in Q1 2026, buying an estimated $577 and bringing the position to 665 shares worth $80K. The position accounts for 0.1% of the portfolio, ranked #72.

Wiser Advisor Group first reported a position in MRK in Q4 2023 and has held it in 9 quarters since. The position peaked at $85.4K in Q2 2024. 3,774 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Wiser Advisor Group held 665 shares of Merck worth $80K as of Q1 2026.
  • Wiser Advisor Group bought 5 Merck shares in Q1 2026, an estimated $577.
  • Merck made up 0.1% of Wiser Advisor Group's portfolio in Q1 2026, its #72 holding.
  • Wiser Advisor Group first reported a position in Merck in Q4 2023 and has held it in 9 quarters since.
  • Wiser Advisor Group's Merck position peaked at $85.4K in Q2 2024.
  • 3,774 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Wiser Advisor Group's 13F filing for Q1 2026, filed 22 Apr 2026.