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Aspen Wealth Strategies’s Merck MRK Stock Holding History

Aspen Wealth Strategies’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 		$339K Buy
2,634
+120
+5% +$14K 0.16% 70
2026
Q1 		$302K Buy
2,514
+1
+0% +$115 0.16% 74
2025
Q4 		$265K Buy
2,513
+27
+1% +$2.54K 0.14% 76
2025
Q3 		$209K Buy
+2,486
New +$205K 0.12% 85
2025
Q2 		– Sell
-2,748
Closed -$247K – 89
2025
Q1 		$247K Buy
2,748
+282
+11% +$26.3K 0.16% 75
2024
Q4 		$245K Sell
2,466
-15
-0.6% -$1.55K 0.16% 71
2024
Q3 		$282K Sell
2,481
-205
-8% -$24.4K 0.18% 71
2024
Q2 		$338K Buy
2,686
+125
+5% +$16.1K 0.24% 53
2024
Q1 		$338K Sell
2,561
-90
-3% -$11.1K 0.23% 55
2023
Q4 		$289K Buy
2,651
+33
+1% +$3.42K 0.21% 63
2023
Q3 		$269K Buy
2,618
+31
+1% +$3.34K 0.21% 57
2023
Q2 		$299K Sell
2,587
-215
-8% -$24.4K 0.23% 55
2023
Q1 		$298K Sell
2,802
-148
-5% -$16K 0.23% 56
2022
Q4 		$327K Buy
+2,950
New +$302K 0.26% 53

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

Aspen Wealth Strategies's MRK Position: Q2 2026 in Review

Aspen Wealth Strategies increased its Merck (MRK) stake by 4.8% in Q2 2026, buying an estimated $14K and bringing the position to 2,634 shares worth $339K. The position accounts for 0.16% of the portfolio, ranked #70.

Aspen Wealth Strategies first reported a position in MRK in Q4 2022 and has held it in 14 quarters since. 3,836 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Aspen Wealth Strategies held 2,634 shares of Merck worth $339K as of Q2 2026.
  • Aspen Wealth Strategies bought 120 Merck shares in Q2 2026, an estimated $14K.
  • Merck made up 0.16% of Aspen Wealth Strategies's portfolio in Q2 2026, its #70 holding.
  • Aspen Wealth Strategies first reported a position in Merck in Q4 2022 and has held it in 14 quarters since.
  • 3,836 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Aspen Wealth Strategies's 13F filing for Q2 2026, filed 7 Aug 2026.