AWA
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Arkadios Wealth Advisors’s Merck MRK Stock Holding History

Arkadios 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 		$18.1M Sell
140,968
-5,163
-4% -$604K 0.27% 79
2026
Q1 		$17.6M Buy
146,131
+5,129
+4% +$592K 0.29% 70
2025
Q4 		$14.8M Buy
141,002
+61,036
+76% +$5.73M 0.29% 67
2025
Q3 		$6.71M Buy
79,966
+12,885
+19% +$1.06M 0.16% 143
2025
Q2 		$5.31M Buy
67,081
+21,581
+47% +$1.72M 0.16% 145
2025
Q1 		$4.08M Buy
45,500
+8,909
+24% +$832K 0.15% 153
2024
Q4 		$3.64M Sell
36,591
-6,018
-14% -$620K 0.2% 104
2024
Q3 		$4.84M Buy
42,609
+757
+2% +$89.9K 0.27% 79
2024
Q2 		$5.18M Buy
41,852
+10,057
+32% +$1.3M 0.35% 54
2024
Q1 		$4.2M Buy
31,795
+6,250
+24% +$770K 0.33% 65
2023
Q4 		$2.78M Sell
25,545
-2,253
-8% -$234K 0.24% 103
2023
Q3 		$2.86M Buy
27,798
+10,714
+63% +$1.15M 0.27% 93
2023
Q2 		$1.97M Buy
17,084
+41
+0.2% +$4.66K 0.23% 108
2023
Q1 		$1.81M Sell
17,043
-218
-1% -$23.5K 0.22% 122
2022
Q4 		$1.92M Buy
17,261
+304
+2% +$31.1K 0.25% 107
2022
Q3 		$1.46M Buy
16,957
+1,482
+10% +$132K 0.22% 122
2022
Q2 		$1.41M Buy
15,475
+1,233
+9% +$109K 0.21% 136
2022
Q1 		$1.17M Buy
14,242
+5
+0% +$394 0.15% 162
2021
Q4 		$1.09M Sell
14,237
-1,395
-9% -$111K 0.14% 166
2021
Q3 		$1.17M Sell
15,632
-1,703
-10% -$130K 0.17% 141
2021
Q2 		$1.35M Buy
17,335
+4,430
+34% +$330K 0.16% 155
2021
Q1 		$949K Buy
12,905
+2,684
+26% +$198K 0.16% 160
2020
Q4 		$797K Buy
10,221
+3,624
+55% +$277K 0.17% 136
2020
Q3 		$503K Buy
6,597
+45
+0.7% +$3.52K 0.25% 89
2020
Q2 		$489K Buy
6,552
+957
+17% +$72K 0.27% 84
2020
Q1 		$411K Buy
5,595
+513
+10% +$40.3K 0.26% 94
2019
Q4 		$397K Buy
+5,082
New +$417K 0.24% 99

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

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

Arkadios Wealth Advisors reduced its Merck (MRK) stake by 3.5% in Q2 2026, selling an estimated $604K and leaving 140,968 shares worth $18.1M. The position accounts for 0.27% of the portfolio, ranked #79.

Arkadios Wealth Advisors first reported a position in MRK in Q4 2019 and has held it in 27 quarters since. 3,832 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Arkadios Wealth Advisors held 140,968 shares of Merck worth $18.1M as of Q2 2026.
  • Arkadios Wealth Advisors sold 5,163 Merck shares in Q2 2026, an estimated $604K.
  • Merck made up 0.27% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #79 holding.
  • Arkadios Wealth Advisors first reported a position in Merck in Q4 2019 and has held it in 27 quarters since.
  • 3,832 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.