CHWM
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Cauble & Harre Wealth Management’s Merck MRK Stock Holding History

Cauble & Harre 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 		$422K Hold
3,262
– – 0.34% 54
2026
Q1 		$367K Hold
3,262
– – 0.29% 57
2025
Q4 		$346K Buy
+3,262
New +$306K 0.29% 55

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 $3.38T AUM 44.17% 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

Cauble & Harre Wealth Management's MRK Position: Q2 2026 in Review

Cauble & Harre Wealth Management held its Merck (MRK) position steady in Q2 2026 at 3,262 shares worth $422K. The position accounts for 0.34% of the portfolio, ranked #54.

Cauble & Harre Wealth Management 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.

  • Cauble & Harre Wealth Management held 3,262 shares of Merck worth $422K as of Q2 2026.
  • Cauble & Harre Wealth Management left its Merck share count unchanged in Q2 2026.
  • Merck made up 0.34% of Cauble & Harre Wealth Management's portfolio in Q2 2026, its #54 holding.
  • Cauble & Harre Wealth Management 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 Cauble & Harre Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.