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Core Wealth Advisors (Florida)’s Merck MRK Stock Holding History

Core Wealth Advisors (Florida)’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 		$606K Sell
4,713
-493
-9% -$57.7K 0.12% 72
2026
Q1 		$626K Buy
5,206
+1,638
+46% +$189K 0.15% 57
2025
Q4 		$376K Sell
3,568
-38
-1% -$3.57K 0.1% 67
2025
Q3 		$303K Sell
3,606
-793
-18% -$65.3K 0.08% 71
2025
Q2 		$348K Sell
4,399
-2,459
-36% -$195K 0.1% 61
2025
Q1 		$616K Sell
6,858
-5,106
-43% -$477K 0.2% 41
2024
Q4 		$1.19M Sell
11,964
-6,302
-35% -$650K 0.39% 26
2024
Q3 		$2.07M Sell
18,266
-842
-4% -$100K 0.67% 19
2024
Q2 		$2.37M Sell
19,108
-1,138
-6% -$147K 0.81% 21
2024
Q1 		$2.67M Sell
20,246
-960
-5% -$118K 0.91% 16
2023
Q4 		$2.31M Sell
21,206
-39
-0.2% -$4.05K 0.85% 18
2023
Q3 		$2.19M Buy
21,245
+20,140
+1,823% +$2.17M 0.89% 15
2023
Q2 		$128K Buy
1,105
+169
+18% +$19.2K 0.05% 56
2023
Q1 		$99.6K Hold
936
– – 0.04% 65
2022
Q4 		$104K Buy
936
+147
+19% +$15K 0.05% 59
2022
Q3 		$68K Hold
789
– – 0.04% 59
2022
Q2 		$72K Hold
789
– – 0.04% 57
2022
Q1 		$65K Sell
789
-600
-43% -$47.3K 0.04% 63
2021
Q4 		$106K Buy
1,389
+600
+76% +$47.8K 0.06% 60
2021
Q3 		$59K Hold
789
– – 0.04% 76
2021
Q2 		$61K Sell
789
-257
-25% -$19.1K 0.04% 65
2021
Q1 		$77K Hold
1,046
– – 0.07% 47
2020
Q4 		$82K Sell
1,046
-469
-31% -$35.9K 0.07% 41
2020
Q3 		$120K Buy
1,515
+36
+2% +$2.82K 0.11% 36
2020
Q2 		$109K Sell
1,479
-89
-6% -$6.7K 0.1% 43
2020
Q1 		$115K Buy
1,568
+268
+21% +$21.1K 0.09% 44
2019
Q4 		$113K Buy
+1,300
New +$107K 0.06% 39

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

Core Wealth Advisors (Florida)'s MRK Position: Q2 2026 in Review

Core Wealth Advisors (Florida) reduced its Merck (MRK) stake by 9.5% in Q2 2026, selling an estimated $57.7K and leaving 4,713 shares worth $606K. The position accounts for 0.12% of the portfolio, ranked #72.

Core Wealth Advisors (Florida) first reported a position in MRK in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.67M in Q1 2024. 3,815 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Core Wealth Advisors (Florida) held 4,713 shares of Merck worth $606K as of Q2 2026.
  • Core Wealth Advisors (Florida) sold 493 Merck shares in Q2 2026, an estimated $57.7K.
  • Merck made up 0.12% of Core Wealth Advisors (Florida)'s portfolio in Q2 2026, its #72 holding.
  • Core Wealth Advisors (Florida) first reported a position in Merck in Q4 2019 and has held it in 27 quarters since.
  • Core Wealth Advisors (Florida)'s Merck position peaked at $2.67M in Q1 2024.
  • 3,815 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2026, filed 11 Aug 2026.