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CCG Wealth Management’s Merck MRK Stock Holding History

CCG 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 		$267K Buy
2,066
+142
+7% +$16.6K 0.06% 125
2026
Q1 		$233K Buy
+1,924
New +$222K 0.06% 121
2023
Q1 		– Sell
-2,647
Closed -$294K – 90
2022
Q4 		$294K Buy
+2,647
New +$271K 0.16% 68
2022
Q3 		– Sell
-2,271
Closed -$207K – 108
2022
Q2 		$207K Buy
+2,271
New +$201K 0.12% 101

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

CCG Wealth Management's MRK Position: Q2 2026 in Review

CCG Wealth Management increased its Merck (MRK) stake by 7.4% in Q2 2026, buying an estimated $16.6K and bringing the position to 2,066 shares worth $267K. The position accounts for 0.06% of the portfolio, ranked #125.

CCG Wealth Management first reported a position in MRK in Q2 2022 and has held it in 4 quarters since. The position peaked at $294K in Q4 2022. 3,842 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • CCG Wealth Management held 2,066 shares of Merck worth $267K as of Q2 2026.
  • CCG Wealth Management bought 142 Merck shares in Q2 2026, an estimated $16.6K.
  • Merck made up 0.06% of CCG Wealth Management's portfolio in Q2 2026, its #125 holding.
  • CCG Wealth Management first reported a position in Merck in Q2 2022 and has held it in 4 quarters since.
  • CCG Wealth Management's Merck position peaked at $294K in Q4 2022.
  • 3,842 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on CCG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.