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Alaethes Wealth’s Merck MRK Stock Holding History

Alaethes 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 		$410K Buy
3,171
+64
+2% +$7.49K 0.12% 93
2026
Q1 		$376K Buy
3,107
+107
+4% +$12.4K 0.11% 100
2025
Q4 		$318K Buy
3,000
+274
+10% +$25.7K 0.09% 101
2025
Q3 		$230K Buy
+2,726
New +$225K 0.07% 103
2025
Q1 		– Sell
-2,210
Closed -$222K – 114
2024
Q4 		$222K Sell
2,210
-13,744
-86% -$1.42M 0.08% 103
2024
Q3 		$1.82M Buy
15,954
+1,244
+8% +$148K 0.67% 50
2024
Q2 		$1.83M Sell
14,710
-2,728
-16% -$351K 0.76% 42
2024
Q1 		$2.31M Buy
17,438
+1,269
+8% +$156K 1.01% 28
2023
Q4 		$1.76M Buy
16,169
+8
+0% +$830 0.83% 41
2023
Q3 		$1.66M Sell
16,161
-359
-2% -$38.7K 0.91% 31
2023
Q2 		$1.91M Sell
16,520
-1,075
-6% -$122K 1.05% 24
2023
Q1 		$1.87M Buy
17,595
+1,068
+6% +$115K 1.1% 19
2022
Q4 		$1.83M Buy
16,527
+1,178
+8% +$120K 1.26% 17
2022
Q3 		$1.32M Buy
15,349
+575
+4% +$51.3K 0.97% 30
2022
Q2 		$1.35M Sell
14,774
-197
-1% -$17.5K 1% 29
2022
Q1 		$1.23M Buy
14,971
+351
+2% +$27.7K 0.78% 48
2021
Q4 		$1.12M Buy
14,620
+1,497
+11% +$119K 0.71% 56
2021
Q3 		$986K Buy
13,123
+1,635
+14% +$124K 0.72% 54
2021
Q2 		$893K Sell
11,488
-498
-4% -$37K 0.69% 60
2021
Q1 		$882K Buy
+11,986
New +$884K 0.82% 45

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

Alaethes Wealth's MRK Position: Q2 2026 in Review

Alaethes Wealth increased its Merck (MRK) stake by 2.1% in Q2 2026, buying an estimated $7.49K and bringing the position to 3,171 shares worth $410K. The position accounts for 0.12% of the portfolio, ranked #93.

Alaethes Wealth first reported a position in MRK in Q1 2021 and has held it in 20 quarters since. The position peaked at $2.31M in Q1 2024. 3,833 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Alaethes Wealth held 3,171 shares of Merck worth $410K as of Q2 2026.
  • Alaethes Wealth bought 64 Merck shares in Q2 2026, an estimated $7.49K.
  • Merck made up 0.12% of Alaethes Wealth's portfolio in Q2 2026, its #93 holding.
  • Alaethes Wealth first reported a position in Merck in Q1 2021 and has held it in 20 quarters since.
  • Alaethes Wealth's Merck position peaked at $2.31M in Q1 2024.
  • 3,833 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Alaethes Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.