AOWM
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Asset One Wealth Management’s Merck MRK Stock Holding History

Asset One 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 		$829K Sell
6,710
-117
-2% -$13.7K 0.09% 176
2026
Q1 		$768K Buy
6,827
+533
+8% +$61.5K 0.09% 177
2025
Q4 		$714K Buy
+6,294
New +$591K 0.1% 154

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 $3.38T AUM 44.17% 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

Asset One Wealth Management's MRK Position: Q2 2026 in Review

Asset One Wealth Management reduced its Merck (MRK) stake by 1.7% in Q2 2026, selling an estimated $13.7K and leaving 6,710 shares worth $829K. The position accounts for 0.09% of the portfolio, ranked #176.

Asset One Wealth Management first reported a position in MRK in Q4 2025 and has held it in 3 quarters since. 3,852 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Asset One Wealth Management held 6,710 shares of Merck worth $829K as of Q2 2026.
  • Asset One Wealth Management sold 117 Merck shares in Q2 2026, an estimated $13.7K.
  • Merck made up 0.09% of Asset One Wealth Management's portfolio in Q2 2026, its #176 holding.
  • Asset One Wealth Management first reported a position in Merck in Q4 2025 and has held it in 3 quarters since.
  • 3,852 funds tracked by Wall St. Rank held Merck as of Q2 2026.

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