AWP
MRK icon

Accretive Wealth Partners’s Merck MRK Stock Holding History

Accretive Wealth Partners’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 		$637K Buy
4,954
+2
+0% +$234 0.15% 112
2026
Q1 		$596K Buy
4,952
+308
+7% +$35.6K 0.17% 111
2025
Q4 		$489K Sell
4,644
-545
-11% -$51.2K 0.15% 109
2025
Q3 		$436K Hold
5,189
– – 0.13% 113
2025
Q2 		$411K Sell
5,189
-100
-2% -$7.95K 0.13% 114
2025
Q1 		$418K Sell
5,289
-53
-1% -$4.95K 0.15% 112
2024
Q4 		$531K Buy
+5,342
New +$551K 0.23% 100

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 $3.38T AUM 44.17% 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

Accretive Wealth Partners's MRK Position: Q2 2026 in Review

Accretive Wealth Partners increased its Merck (MRK) stake by 0.04% in Q2 2026, buying an estimated $234 and bringing the position to 4,954 shares worth $637K. The position accounts for 0.15% of the portfolio, ranked #112.

Accretive Wealth Partners first reported a position in MRK in Q4 2024 and has held it in 7 quarters since. 3,852 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Accretive Wealth Partners held 4,954 shares of Merck worth $637K as of Q2 2026.
  • Accretive Wealth Partners bought 2 Merck shares in Q2 2026, an estimated $234.
  • Merck made up 0.15% of Accretive Wealth Partners's portfolio in Q2 2026, its #112 holding.
  • Accretive Wealth Partners first reported a position in Merck in Q4 2024 and has held it in 7 quarters since.
  • 3,852 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Accretive Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.