Consilium Wealth Advisory’s Merck MRK Stock Holding History

Consilium Wealth Advisory’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	$235K	Buy	1,831 +120	+7%	+$14K	0.07%	98
2026 Q1	$206K	Buy	+1,711	New	+$198K	0.07%	101

Other funds holding MRK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Consilium Wealth Advisory's MRK Position: Q2 2026 in Review

Consilium Wealth Advisory increased its Merck (MRK) stake by 7% in Q2 2026, buying an estimated $14K and bringing the position to 1,831 shares worth $235K. The position accounts for 0.07% of the portfolio, ranked #98.

Consilium Wealth Advisory first reported a position in MRK in Q1 2026 and has held it in 2 quarters since. 3,852 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Consilium Wealth Advisory held 1,831 shares of Merck worth $235K as of Q2 2026.
Consilium Wealth Advisory bought 120 Merck shares in Q2 2026, an estimated $14K.
Merck made up 0.07% of Consilium Wealth Advisory's portfolio in Q2 2026, its #98 holding.
Consilium Wealth Advisory first reported a position in Merck in Q1 2026 and has held it in 2 quarters since.
3,852 funds tracked by Wall St. Rank held Merck as of Q2 2026.

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