CWM
MRK icon

Copia Wealth Management’s Merck MRK Stock Holding History

Copia 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 		$15.5K Buy
121
+10
+9% +$1.17K 0.01% 301
2026
Q1 		$13.4K Hold
111
– – 0.01% 302
2025
Q4 		$11.7K Hold
111
– – 0.01% 309
2025
Q3 		$9.32K Sell
111
-116
-51% -$9.55K 0.01% 320
2025
Q2 		$18K Hold
227
– – 0.02% 247
2025
Q1 		$20.4K Hold
227
– – 0.02% 223
2024
Q4 		$22.6K Buy
+227
New +$23.4K 0.02% 203

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

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

Copia Wealth Management increased its Merck (MRK) stake by 9% in Q2 2026, buying an estimated $1.17K and bringing the position to 121 shares worth $15.5K. The position accounts for 0.01% of the portfolio, ranked #301.

Copia Wealth Management first reported a position in MRK in Q4 2024 and has held it in 7 quarters since. The position peaked at $22.6K in Q4 2024. 3,844 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Copia Wealth Management held 121 shares of Merck worth $15.5K as of Q2 2026.
  • Copia Wealth Management bought 10 Merck shares in Q2 2026, an estimated $1.17K.
  • Merck made up 0.01% of Copia Wealth Management's portfolio in Q2 2026, its #301 holding.
  • Copia Wealth Management first reported a position in Merck in Q4 2024 and has held it in 7 quarters since.
  • Copia Wealth Management's Merck position peaked at $22.6K in Q4 2024.
  • 3,844 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.