Allied Private Wealth’s Merck MRK Stock Holding History

Allied 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	$159K	Buy	+1,260	New	+$147K	0.1%	135

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

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

Allied Private Wealth opened a new position in Merck (MRK) in Q2 2026: 1,260 shares worth $159K. The stake represents 0.1% of the portfolio and ranks #135 among its holdings.

3,829 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Allied Private Wealth held 1,260 shares of Merck worth $159K as of Q2 2026.
Merck was a new Allied Private Wealth position in Q2 2026.
Merck made up 0.1% of Allied Private Wealth's portfolio in Q2 2026, its #135 holding.
3,829 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Allied Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.