Bellars Harris Wealth Management, LLC’s Merck MRK Stock Holding History

Bellars Harris Wealth Management, LLC’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 Q2	$10.3M	Buy	+79,847	New	+$9.35M	2.09%	10

Other funds holding MRK

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Bellars Harris Wealth Management, LLC's MRK Position: Q2 2026 in Review

Bellars Harris Wealth Management, LLC opened a new position in Merck (MRK) in Q2 2026: 79,847 shares worth $10.3M. The stake represents 2.09% of the portfolio and ranks #10 among its holdings.

2,371 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Bellars Harris Wealth Management, LLC held 79,847 shares of Merck worth $10.3M as of Q2 2026.
Merck was a new Bellars Harris Wealth Management, LLC position in Q2 2026.
Merck made up 2.09% of Bellars Harris Wealth Management, LLC's portfolio in Q2 2026, its #10 holding.
2,371 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Bellars Harris Wealth Management, LLC's 13F filing for Q2 2026, filed 6 Aug 2026.