AWP
MRK icon

Ascent Wealth Partners’s Merck MRK Stock Holding History

Ascent Wealth Partners’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 		$2.22M Buy
17,254
+421
+3% +$49.3K 0.22% 88
2026
Q1 		$2.02M Buy
16,833
+394
+2% +$45.5K 0.24% 89
2025
Q4 		$1.73M Sell
16,439
-280
-2% -$26.3K 0.2% 97
2025
Q3 		$1.4M Sell
16,719
-155
-0.9% -$12.8K 0.16% 108
2025
Q2 		$1.34M Sell
16,874
-1,120
-6% -$89K 0.16% 109
2025
Q1 		$1.62M Buy
17,994
+89
+0.5% +$8.31K 0.22% 96
2024
Q4 		$1.78M Buy
17,905
+1,388
+8% +$143K 0.24% 78
2024
Q3 		$1.88M Sell
16,517
-99
-0.6% -$11.8K 0.26% 80
2024
Q2 		$2.06M Sell
16,616
-205
-1% -$26.4K 0.3% 67
2024
Q1 		$2.22M Buy
16,821
+242
+1% +$29.8K 0.33% 64
2023
Q4 		$1.81M Buy
16,579
+89
+0.5% +$9.24K 0.3% 67
2023
Q3 		$1.7M Buy
16,490
+1,344
+9% +$145K 0.31% 66
2023
Q2 		$1.75M Buy
15,146
+748
+5% +$84.9K 0.31% 69
2023
Q1 		$1.53M Sell
14,398
-3,122
-18% -$337K 0.31% 73
2022
Q4 		$1.94M Buy
17,520
+533
+3% +$54.5K 0.42% 59
2022
Q3 		$1.46M Buy
16,987
+382
+2% +$34.1K 0.35% 64
2022
Q2 		$1.52M Buy
16,605
+2,921
+21% +$259K 0.34% 69
2022
Q1 		$1.12M Buy
13,684
+1,016
+8% +$80.1K 0.21% 77
2021
Q4 		$971K Buy
12,668
+1,377
+12% +$110K 0.17% 79
2021
Q3 		$848K Buy
11,291
+2,431
+27% +$185K 0.16% 87
2021
Q2 		$689K Buy
+8,860
New +$659K 0.13% 91

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

Ascent Wealth Partners's MRK Position: Q2 2026 in Review

Ascent Wealth Partners increased its Merck (MRK) stake by 2.5% in Q2 2026, buying an estimated $49.3K and bringing the position to 17,254 shares worth $2.22M. The position accounts for 0.22% of the portfolio, ranked #88.

Ascent Wealth Partners first reported a position in MRK in Q2 2021 and has held it in 21 quarters since. The position peaked at $2.22M in Q1 2024. 3,837 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Ascent Wealth Partners held 17,254 shares of Merck worth $2.22M as of Q2 2026.
  • Ascent Wealth Partners bought 421 Merck shares in Q2 2026, an estimated $49.3K.
  • Merck made up 0.22% of Ascent Wealth Partners's portfolio in Q2 2026, its #88 holding.
  • Ascent Wealth Partners first reported a position in Merck in Q2 2021 and has held it in 21 quarters since.
  • Ascent Wealth Partners's Merck position peaked at $2.22M in Q1 2024.
  • 3,837 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Ascent Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.