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Curated Wealth Partners’s Merck MRK Stock Holding History

Curated Wealth Partners’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 		$408K Buy
3,176
+842
+36% +$98.6K 0.05% 129
2026
Q1 		$281K Sell
2,334
-400
-15% -$46.2K 0.04% 170
2025
Q4 		$288K Buy
+2,734
New +$257K 0.03% 158
2025
Q2 		– Sell
-2,662
Closed -$239K – 165
2025
Q1 		$239K Buy
+2,662
New +$249K 0.03% 139
2024
Q3 		– Sell
-1,708
Closed -$211K – 137
2024
Q2 		$211K Buy
+1,708
New +$220K 0.03% 128

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

Curated Wealth Partners's MRK Position: Q2 2026 in Review

Curated Wealth Partners increased its Merck (MRK) stake by 36% in Q2 2026, buying an estimated $98.6K and bringing the position to 3,176 shares worth $408K. The position accounts for 0.05% of the portfolio, ranked #129.

Curated Wealth Partners first reported a position in MRK in Q2 2024 and has held it in 5 quarters since. 3,838 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Curated Wealth Partners held 3,176 shares of Merck worth $408K as of Q2 2026.
  • Curated Wealth Partners bought 842 Merck shares in Q2 2026, an estimated $98.6K.
  • Merck made up 0.05% of Curated Wealth Partners's portfolio in Q2 2026, its #129 holding.
  • Curated Wealth Partners first reported a position in Merck in Q2 2024 and has held it in 5 quarters since.
  • 3,838 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.