CWM
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Circle Wealth Management’s Merck MRK Stock Holding History

Circle 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 		– Sell
-20,000
Closed -$30.9K – 271
2026
Q1 		$30.9K Buy
+20,000
New +$2.31M ﹤0.01% 264
2020
Q1 		– Sell
-253,092
Closed -$22M – 209
2019
Q4 		$22M Buy
+253,092
New +$20.8M 3.8% 5

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

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

Circle Wealth Management reduced its Merck (MRK) stake by 0.37% in Q2 2026, selling an estimated $76.2K and leaving 176,636 shares worth $22.7M. The position accounts for 0.29% of the portfolio, ranked #26.

Circle Wealth Management first reported a position in MRK in Q4 2016 and has held it in 39 quarters since. The position peaked at $35.3M in Q4 2019. 3,833 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Circle Wealth Management held 176,636 shares of Merck worth $22.7M as of Q2 2026.
  • Circle Wealth Management sold 651 Merck shares in Q2 2026, an estimated $76.2K.
  • Merck made up 0.29% of Circle Wealth Management's portfolio in Q2 2026, its #26 holding.
  • Circle Wealth Management first reported a position in Merck in Q4 2016 and has held it in 39 quarters since.
  • Circle Wealth Management's Merck position peaked at $35.3M in Q4 2019.
  • 3,833 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Circle Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.