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	$103K	Hold	800	–	–	﹤0.01%	1686
2026 Q1	$96.2K	Hold	800	–	–	﹤0.01%	1625
2025 Q4	$84.2K	Hold	800	–	–	﹤0.01%	1503
2025 Q3	$67.1K	Hold	800	–	–	﹤0.01%	1424
2025 Q2	$63.3K	Buy	+800	New	+$63.6K	﹤0.01%	1276

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

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. 3,833 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.
3,833 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.