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Consilio Wealth Advisors’s Merck MRK Stock Holding History

Consilio Wealth Advisors’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 		$368K Sell
2,867
-11
-0.4% -$1.29K 0.09% 68
2026
Q1 		$346K Buy
2,878
+81
+3% +$9.35K 0.1% 63
2025
Q4 		$294K Buy
2,797
+216
+8% +$20.3K 0.09% 72
2025
Q3 		$217K Buy
+2,581
New +$213K 0.07% 89
2025
Q1 		– Sell
-2,259
Closed -$225K – 78
2024
Q4 		$225K Sell
2,259
-201
-8% -$20.7K 0.09% 60
2024
Q3 		$279K Buy
2,460
+210
+9% +$24.9K 0.12% 54
2024
Q2 		$280K Buy
2,250
+105
+5% +$13.5K 0.13% 48
2024
Q1 		$283K Buy
+2,145
New +$264K 0.13% 50

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

Consilio Wealth Advisors's MRK Position: Q2 2026 in Review

Consilio Wealth Advisors reduced its Merck (MRK) stake by 0.38% in Q2 2026, selling an estimated $1.29K and leaving 2,867 shares worth $368K. The position accounts for 0.09% of the portfolio, ranked #68.

Consilio Wealth Advisors first reported a position in MRK in Q1 2024 and has held it in 8 quarters since. 3,844 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Consilio Wealth Advisors held 2,867 shares of Merck worth $368K as of Q2 2026.
  • Consilio Wealth Advisors sold 11 Merck shares in Q2 2026, an estimated $1.29K.
  • Merck made up 0.09% of Consilio Wealth Advisors's portfolio in Q2 2026, its #68 holding.
  • Consilio Wealth Advisors first reported a position in Merck in Q1 2024 and has held it in 8 quarters since.
  • 3,844 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Consilio Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.