AWA
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Aaron Wealth Advisors’s Merck MRK Stock Holding History

Aaron Wealth Advisors’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 		$3.4M Sell
26,456
-733
-3% -$85.8K 0.17% 74
2026
Q1 		$3.27M Sell
27,189
-1,232
-4% -$142K 0.19% 69
2025
Q4 		$2.99M Buy
28,421
+10,874
+62% +$1.02M 0.16% 83
2025
Q3 		$1.47M Buy
17,547
+5,277
+43% +$435K 0.09% 159
2025
Q2 		$971K Sell
12,270
-2,003
-14% -$159K 0.1% 136
2025
Q1 		$1.28M Buy
14,273
+175
+1% +$16.3K 0.15% 100
2024
Q4 		$1.4M Sell
14,098
-288
-2% -$29.7K 0.16% 78
2024
Q3 		$1.63M Buy
14,386
+1,188
+9% +$141K 0.19% 72
2024
Q2 		$1.63M Buy
13,198
+1,021
+8% +$132K 0.23% 61
2024
Q1 		$1.61M Buy
12,177
+3,599
+42% +$444K 0.23% 65
2023
Q4 		$935K Buy
8,578
+875
+11% +$90.8K 0.16% 80
2023
Q3 		$793K Sell
7,703
-1,356
-15% -$146K 0.1% 106
2023
Q2 		$1.05M Buy
9,059
+1,125
+14% +$128K 0.14% 93
2023
Q1 		$844K Buy
7,934
+1,065
+16% +$115K 0.12% 102
2022
Q4 		$762K Buy
6,869
+2,403
+54% +$246K 0.11% 106
2022
Q3 		$385K Buy
4,466
+57
+1% +$5.09K 0.07% 142
2022
Q2 		$402K Buy
4,409
+876
+25% +$77.7K 0.1% 118
2022
Q1 		$290K Buy
3,533
+314
+10% +$24.8K 0.07% 157
2021
Q4 		$246K Sell
3,219
-565
-15% -$45K 0.07% 157
2021
Q3 		$284K Buy
3,784
+519
+16% +$39.5K 0.08% 128
2021
Q2 		$253K Sell
3,265
-302
-8% -$22.5K 0.08% 137
2021
Q1 		$262K Sell
3,567
-1,331
-27% -$98.2K 0.1% 126
2020
Q4 		$382K Buy
+4,898
New +$375K 0.14% 93

Other funds holding MRK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Aaron Wealth Advisors's MRK Position: Q2 2026 in Review

Aaron Wealth Advisors reduced its Merck (MRK) stake by 2.7% in Q2 2026, selling an estimated $85.8K and leaving 26,456 shares worth $3.4M. The position accounts for 0.17% of the portfolio, ranked #74.

Aaron Wealth Advisors first reported a position in MRK in Q4 2020 and has held it in 23 quarters since. 3,829 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Aaron Wealth Advisors held 26,456 shares of Merck worth $3.4M as of Q2 2026.
  • Aaron Wealth Advisors sold 733 Merck shares in Q2 2026, an estimated $85.8K.
  • Merck made up 0.17% of Aaron Wealth Advisors's portfolio in Q2 2026, its #74 holding.
  • Aaron Wealth Advisors first reported a position in Merck in Q4 2020 and has held it in 23 quarters since.
  • 3,829 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.