AWM
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Ariadne Wealth Management’s Merck MRK Stock Holding History

Ariadne Wealth Management’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 		$732K Sell
5,696
-862
-13% -$101K 0.32% 83
2026
Q1 		$794K Sell
6,558
-14
-0.2% -$1.62K 0.36% 66
2025
Q4 		$784K Buy
6,572
+273
+4% +$25.6K 0.32% 68
2025
Q3 		$585K Buy
6,299
+835
+15% +$68.8K 0.26% 87
2025
Q2 		$452K Buy
5,464
+66
+1% +$5.25K 0.22% 101
2025
Q1 		$410K Buy
5,398
+2,526
+88% +$236K 0.21% 104
2024
Q4 		$248K Buy
+2,872
New +$296K 0.11% 180

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

Ariadne Wealth Management's MRK Position: Q2 2026 in Review

Ariadne Wealth Management reduced its Merck (MRK) stake by 13% in Q2 2026, selling an estimated $101K and leaving 5,696 shares worth $732K. The position accounts for 0.32% of the portfolio, ranked #83.

Ariadne Wealth Management first reported a position in MRK in Q4 2024 and has held it in 7 quarters since. The position peaked at $794K in Q1 2026. 3,841 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Ariadne Wealth Management held 5,696 shares of Merck worth $732K as of Q2 2026.
  • Ariadne Wealth Management sold 862 Merck shares in Q2 2026, an estimated $101K.
  • Merck made up 0.32% of Ariadne Wealth Management's portfolio in Q2 2026, its #83 holding.
  • Ariadne Wealth Management first reported a position in Merck in Q4 2024 and has held it in 7 quarters since.
  • Ariadne Wealth Management's Merck position peaked at $794K in Q1 2026.
  • 3,841 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Ariadne Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.