Acima Private Wealth’s Merck MRK Stock Holding History

Acima Private Wealth’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	$612K	Hold	4,764	–	–	0.18%	70
2026 Q1	$573K	Hold	4,764	–	–	0.18%	68
2025 Q4	$501K	Hold	4,764	–	–	0.16%	75
2025 Q3	$400K	Hold	4,764	–	–	0.13%	90
2025 Q2	$377K	Hold	4,764	–	–	0.13%	89
2025 Q1	$428K	Hold	4,764	–	–	0.15%	78
2024 Q4	$474K	Hold	4,764	–	–	0.16%	81
2024 Q3	$541K	Hold	4,764	–	–	0.18%	74
2024 Q2	$590K	Hold	4,764	–	–	0.22%	68
2024 Q1	$629K	Sell	4,764 -681	-13%	-$83.9K	0.23%	72
2023 Q4	$594K	Sell	5,445 -448	-8%	-$46.5K	0.23%	74
2023 Q3	$607K	Hold	5,893	–	–	0.27%	74
2023 Q2	$680K	Hold	5,893	–	–	0.33%	64
2023 Q1	$627K	Buy	5,893 +795	+16%	+$85.8K	0.31%	66
2022 Q4	$566K	Hold	5,098	–	–	0.29%	73
2022 Q3	$439K	Hold	5,098	–	–	0.23%	78
2022 Q2	$465K	Hold	5,098	–	–	0.23%	81
2022 Q1	$418K	Sell	5,098 -100	-2%	-$7.88K	0.19%	95
2021 Q4	$398K	Hold	5,198	–	–	0.17%	98
2021 Q3	$390K	Hold	5,198	–	–	0.18%	92
2021 Q2	$404K	Sell	5,198 -321	-6%	-$23.9K	0.19%	91
2021 Q1	$406K	Sell	5,519 -456	-8%	-$33.6K	0.2%	87
2020 Q4	$466K	Hold	5,975	–	–	0.24%	79
2020 Q3	$473K	Hold	5,975	–	–	0.29%	79
2020 Q2	$441K	Hold	5,975	–	–	0.28%	78
2020 Q1	$439K	Sell	5,975 -209	-3%	-$16.4K	0.34%	73
2019 Q4	$537K	Buy	6,184 +209	+3%	+$17.2K	0.37%	68
2019 Q3	$479K	Buy	5,975 +184	+3%	+$14.7K	0.37%	69
2019 Q2	$463K	Hold	5,791	–	–	0.37%	65
2019 Q1	$460K	Buy	5,791 +481	+9%	+$36K	0.39%	65
2018 Q4	$387K	Buy	+5,310	New	+$375K	0.38%	65

Other funds holding MRK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Acima Private Wealth's MRK Position: Q2 2026 in Review

Acima Private Wealth held its Merck (MRK) position steady in Q2 2026 at 4,764 shares worth $612K. The position accounts for 0.18% of the portfolio, ranked #70.

Acima Private Wealth first reported a position in MRK in Q4 2018 and has held it in 31 quarters since. The position peaked at $680K in Q2 2023. 3,833 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Acima Private Wealth held 4,764 shares of Merck worth $612K as of Q2 2026.
Acima Private Wealth left its Merck share count unchanged in Q2 2026.
Merck made up 0.18% of Acima Private Wealth's portfolio in Q2 2026, its #70 holding.
Acima Private Wealth first reported a position in Merck in Q4 2018 and has held it in 31 quarters since.
Acima Private Wealth's Merck position peaked at $680K in Q2 2023.
3,833 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Acima Private Wealth's 13F filing for Q2 2026, filed 6 Jul 2026.