Brio Consultants’s Merck MRK Stock Holding History

Brio Consultants’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	$312K	Buy	2,428 +202	+9%	+$23.6K	0.04%	125
2026 Q1	$252K	Sell	2,226 -12	-0.5%	-$1.39K	0.03%	128
2025 Q4	$236K	Buy	+2,238	New	+$210K	0.03%	133

Other funds holding MRK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Brio Consultants's MRK Position: Q2 2026 in Review

Brio Consultants increased its Merck (MRK) stake by 9.1% in Q2 2026, buying an estimated $23.6K and bringing the position to 2,428 shares worth $312K. The position accounts for 0.04% of the portfolio, ranked #125.

Brio Consultants 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.

Brio Consultants held 2,428 shares of Merck worth $312K as of Q2 2026.
Brio Consultants bought 202 Merck shares in Q2 2026, an estimated $23.6K.
Merck made up 0.04% of Brio Consultants's portfolio in Q2 2026, its #125 holding.
Brio Consultants 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 Brio Consultants's 13F filing for Q2 2026, filed 12 Aug 2026.