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Adapt Wealth Advisors’s Merck MRK Stock Holding History

Adapt 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 		– Sell
-1,814
Closed -$218K – 105
2026
Q1 		$218K Buy
+1,814
New +$209K 0.08% 96
2024
Q4 		– Sell
-2,050
Closed -$233K – 79
2024
Q3 		$233K Buy
2,050
+47
+2% +$5.58K 0.12% 61
2024
Q2 		$248K Buy
+2,003
New +$258K 0.16% 59

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

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

Adapt Wealth Advisors sold out of Merck (MRK) in Q2 2026, closing a stake of 1,814 shares — an estimated $218K sold.

Adapt Wealth Advisors first reported a position in MRK in Q2 2024 and held it in 3 quarters. The position peaked at $248K in Q2 2024. 3,818 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Adapt Wealth Advisors reported no remaining Merck position as of Q2 2026 after selling out during the quarter.
  • Adapt Wealth Advisors sold 1,814 Merck shares in Q2 2026, an estimated $218K.
  • Adapt Wealth Advisors first reported a position in Merck in Q2 2024 and held it in 3 quarters.
  • Adapt Wealth Advisors's Merck position peaked at $248K in Q2 2024.
  • 3,818 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Adapt Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.