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Balboa Wealth Partners’s Merck MRK Stock Holding History

Balboa 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 		$865K Sell
6,729
-218
-3% -$25.5K 0.12% 145
2026
Q1 		$836K Buy
6,947
+383
+6% +$44.2K 0.14% 123
2025
Q4 		$691K Buy
6,564
+2,119
+48% +$199K 0.11% 143
2025
Q3 		$373K Sell
4,445
-328
-7% -$27K 0.06% 225
2025
Q2 		$378K Buy
4,773
+378
+9% +$30K 0.08% 202
2025
Q1 		$395K Sell
4,395
-785
-15% -$73.3K 0.1% 154
2024
Q4 		$515K Buy
5,180
+265
+5% +$27.3K 0.12% 142
2024
Q3 		$558K Sell
4,915
-717
-13% -$85.2K 0.14% 127
2024
Q2 		$697K Buy
5,632
+1,212
+27% +$156K 0.18% 101
2024
Q1 		$583K Buy
4,420
+636
+17% +$78.4K 0.17% 110
2023
Q4 		$412K Sell
3,784
-23
-0.6% -$2.39K 0.14% 127
2023
Q3 		$392K Sell
3,807
-495
-12% -$53.4K 0.15% 120
2023
Q2 		$496K Sell
4,302
-616
-13% -$69.9K 0.17% 113
2023
Q1 		$523K Sell
4,918
-476
-9% -$51.4K 0.2% 108
2022
Q4 		$599K Buy
5,394
+1,583
+42% +$162K 0.27% 92
2022
Q3 		$328K Buy
+3,811
New +$340K 0.14% 127

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

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

Balboa Wealth Partners reduced its Merck (MRK) stake by 3.1% in Q2 2026, selling an estimated $25.5K and leaving 6,729 shares worth $865K. The position accounts for 0.12% of the portfolio, ranked #145.

Balboa Wealth Partners first reported a position in MRK in Q3 2022 and has held it in 16 quarters since. 3,847 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Balboa Wealth Partners held 6,729 shares of Merck worth $865K as of Q2 2026.
  • Balboa Wealth Partners sold 218 Merck shares in Q2 2026, an estimated $25.5K.
  • Merck made up 0.12% of Balboa Wealth Partners's portfolio in Q2 2026, its #145 holding.
  • Balboa Wealth Partners first reported a position in Merck in Q3 2022 and has held it in 16 quarters since.
  • 3,847 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.