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Beta Wealth Group’s Merck MRK Stock Holding History

Beta Wealth Group’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 		$748K Buy
5,822
+202
+4% +$23.6K 0.28% 62
2026
Q1 		$676K Buy
5,620
+401
+8% +$46.3K 0.28% 62
2025
Q4 		$549K Sell
5,219
-996
-16% -$93.5K 0.22% 74
2025
Q3 		$522K Sell
6,215
-107
-2% -$8.81K 0.21% 83
2025
Q2 		$500K Buy
6,322
+106
+2% +$8.43K 0.18% 72
2025
Q1 		$558K Buy
6,216
+104
+2% +$9.71K 0.2% 60
2024
Q4 		$608K Buy
6,112
+1
+0% +$103 0.27% 59
2024
Q3 		$694K Buy
6,111
+1,402
+30% +$167K 0.31% 53
2024
Q2 		$583K Buy
4,709
+103
+2% +$13.3K 0.28% 58
2024
Q1 		$608K Sell
4,606
-898
-16% -$111K 0.3% 52
2023
Q4 		$600K Sell
5,504
-97
-2% -$10.1K 0.31% 52
2023
Q3 		$577K Buy
5,601
+201
+4% +$21.7K 0.34% 54
2023
Q2 		$623K Buy
5,400
+800
+17% +$90.8K 0.36% 52
2023
Q1 		$489K Buy
4,600
+500
+12% +$54K 0.28% 55
2022
Q4 		$455K Sell
4,100
-300
-7% -$30.7K 0.31% 54
2022
Q3 		$379K Buy
4,400
+200
+5% +$17.9K 0.27% 53
2022
Q2 		$383K Buy
4,200
+200
+5% +$17.7K 0.26% 53
2022
Q1 		$328K Buy
+4,000
New +$315K 0.22% 64

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

Beta Wealth Group's MRK Position: Q2 2026 in Review

Beta Wealth Group increased its Merck (MRK) stake by 3.6% in Q2 2026, buying an estimated $23.6K and bringing the position to 5,822 shares worth $748K. The position accounts for 0.28% of the portfolio, ranked #62.

Beta Wealth Group first reported a position in MRK in Q1 2022 and has held it in 18 quarters since. 3,833 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Beta Wealth Group held 5,822 shares of Merck worth $748K as of Q2 2026.
  • Beta Wealth Group bought 202 Merck shares in Q2 2026, an estimated $23.6K.
  • Merck made up 0.28% of Beta Wealth Group's portfolio in Q2 2026, its #62 holding.
  • Beta Wealth Group first reported a position in Merck in Q1 2022 and has held it in 18 quarters since.
  • 3,833 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Beta Wealth Group's 13F filing for Q2 2026, filed 24 Jul 2026.