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Broadway Wealth Solutions’s Merck MRK Stock Holding History

Broadway Wealth Solutions’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 		$219K Buy
1,706
+10
+0.6% +$1.17K 0.1% 85
2026
Q1 		$204K Buy
+1,696
New +$196K 0.11% 92
2025
Q4 		– Sell
-2,422
Closed -$203K – 98
2025
Q3 		$203K Sell
2,422
-3,917
-62% -$323K 0.11% 94
2025
Q2 		$502K Buy
6,339
+876
+16% +$69.6K 0.31% 29
2025
Q1 		$490K Sell
5,463
-183
-3% -$17.1K 0.36% 24
2024
Q4 		$562K Buy
+5,646
New +$582K 0.43% 24

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

Broadway Wealth Solutions's MRK Position: Q2 2026 in Review

Broadway Wealth Solutions increased its Merck (MRK) stake by 0.59% in Q2 2026, buying an estimated $1.17K and bringing the position to 1,706 shares worth $219K. The position accounts for 0.1% of the portfolio, ranked #85.

Broadway Wealth Solutions first reported a position in MRK in Q4 2024 and has held it in 6 quarters since. The position peaked at $562K in Q4 2024. 3,818 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Broadway Wealth Solutions held 1,706 shares of Merck worth $219K as of Q2 2026.
  • Broadway Wealth Solutions bought 10 Merck shares in Q2 2026, an estimated $1.17K.
  • Merck made up 0.1% of Broadway Wealth Solutions's portfolio in Q2 2026, its #85 holding.
  • Broadway Wealth Solutions first reported a position in Merck in Q4 2024 and has held it in 6 quarters since.
  • Broadway Wealth Solutions's Merck position peaked at $562K in Q4 2024.
  • 3,818 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Broadway Wealth Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.