AWM
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Aviso Wealth Management’s Merck MRK Stock Holding History

Aviso 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 		$1.31M Sell
10,229
-68
-0.7% -$7.96K 0.45% 47
2026
Q1 		$1.24M Sell
10,297
-296
-3% -$34.2K 0.56% 40
2025
Q4 		$1.12M Sell
10,593
-2,310
-18% -$217K 0.47% 50
2025
Q3 		$1.08M Sell
12,903
-7,723
-37% -$636K 0.47% 54
2025
Q2 		$1.63M Buy
20,626
+1,032
+5% +$82K 0.76% 34
2025
Q1 		$1.76M Buy
19,594
+15,409
+368% +$1.44M 0.93% 25
2024
Q4 		$416K Buy
4,185
+82
+2% +$8.45K 0.21% 97
2024
Q3 		$466K Buy
4,103
+586
+17% +$69.6K 0.25% 91
2024
Q2 		$435K Buy
3,517
+79
+2% +$10.2K 0.26% 85
2024
Q1 		$454K Sell
3,438
-137
-4% -$16.9K 0.29% 85
2023
Q4 		$390K Buy
+3,575
New +$371K 0.28% 84

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

Aviso Wealth Management's MRK Position: Q2 2026 in Review

Aviso Wealth Management reduced its Merck (MRK) stake by 0.66% in Q2 2026, selling an estimated $7.96K and leaving 10,229 shares worth $1.31M. The position accounts for 0.45% of the portfolio, ranked #47.

Aviso Wealth Management first reported a position in MRK in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.76M in Q1 2025. 3,845 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Aviso Wealth Management held 10,229 shares of Merck worth $1.31M as of Q2 2026.
  • Aviso Wealth Management sold 68 Merck shares in Q2 2026, an estimated $7.96K.
  • Merck made up 0.45% of Aviso Wealth Management's portfolio in Q2 2026, its #47 holding.
  • Aviso Wealth Management first reported a position in Merck in Q4 2023 and has held it in 11 quarters since.
  • Aviso Wealth Management's Merck position peaked at $1.76M in Q1 2025.
  • 3,845 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Aviso Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.