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Conscious Wealth Investments’s Merck MRK Stock Holding History

Conscious Wealth Investments’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 		$3.92M Buy
+31,066
New +$3.64M 2.02% 20
2025
Q1 		– Sell
-25,439
Closed -$2.49M – 54
2024
Q4 		$2.49M Buy
25,439
+1,834
+8% +$189K 1.69% 32
2024
Q3 		$2.51M Buy
23,605
+224
+1% +$26.6K 1.73% 33
2024
Q2 		$2.91M Buy
23,381
+138
+0.6% +$17.8K 2.09% 24
2024
Q1 		$2.91M Buy
23,243
+648
+3% +$79.9K 2.21% 20
2023
Q4 		$2.71M Buy
+22,595
New +$2.35M 2.16% 22

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

Conscious Wealth Investments's MRK Position: Q2 2026 in Review

Conscious Wealth Investments opened a new position in Merck (MRK) in Q2 2026: 31,066 shares worth $3.92M. The stake represents 2.02% of the portfolio and ranks #20 among its holdings. This is a return to the name: Conscious Wealth Investments previously reported a position in MRK as recently as Q4 2024.

Conscious Wealth Investments first reported a position in MRK in Q4 2023 and has held it in 6 quarters since. 3,841 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Conscious Wealth Investments held 31,066 shares of Merck worth $3.92M as of Q2 2026.
  • Merck was a new Conscious Wealth Investments position in Q2 2026.
  • Merck made up 2.02% of Conscious Wealth Investments's portfolio in Q2 2026, its #20 holding.
  • Conscious Wealth Investments first reported a position in Merck in Q4 2023 and has held it in 6 quarters since.
  • 3,841 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Conscious Wealth Investments's 13F filing for Q2 2026, filed 11 Aug 2026.