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Acumen Wealth Advisors’s Merck MRK Stock Holding History

Acumen 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 		$1.02M Sell
7,919
-19,307
-71% -$2.26M 0.22% 76
2026
Q1 		$3.3M Sell
27,226
-9,324
-26% -$1.08M 0.89% 29
2025
Q4 		$3.88M Buy
+36,550
New +$3.43M 1.12% 29

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

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

Acumen Wealth Advisors reduced its Merck (MRK) stake by 71% in Q2 2026, selling an estimated $2.26M and leaving 7,919 shares worth $1.02M. The position accounts for 0.22% of the portfolio, ranked #76.

Acumen Wealth Advisors first reported a position in MRK in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.88M in Q4 2025. 3,824 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Acumen Wealth Advisors held 7,919 shares of Merck worth $1.02M as of Q2 2026.
  • Acumen Wealth Advisors sold 19,307 Merck shares in Q2 2026, an estimated $2.26M.
  • Merck made up 0.22% of Acumen Wealth Advisors's portfolio in Q2 2026, its #76 holding.
  • Acumen Wealth Advisors first reported a position in Merck in Q4 2025 and has held it in 3 quarters since.
  • Acumen Wealth Advisors's Merck position peaked at $3.88M in Q4 2025.
  • 3,824 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Acumen Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.