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Curio Wealth’s Merck MRK Stock Holding History

Curio Wealth’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 		– Sell
-361
Closed -$43.4K – 735
2026
Q1 		$43.4K Buy
361
+16
+5% +$1.85K 0.01% 138
2025
Q4 		$36.7K Hold
345
– – 0.01% 157
2025
Q3 		$29K Sell
345
-529
-61% -$43.6K 0.01% 140
2025
Q2 		$69.2K Buy
874
+872
+43,600% +$69.3K 0.03% 113
2025
Q1 		$86.9K Sell
2
-872
-100% -$81.4K 0.05% 105
2024
Q4 		$86.9K Buy
+874
New +$90.1K 0.05% 102

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 $3.38T AUM 44.17% 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

Curio Wealth's MRK Position: Q2 2026 in Review

Curio Wealth sold out of Merck (MRK) in Q2 2026, closing a stake of 361 shares — an estimated $43.4K sold.

Curio Wealth first reported a position in MRK in Q4 2024 and held it in 6 quarters. The position peaked at $86.9K in Q1 2025. 3,852 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Curio Wealth reported no remaining Merck position as of Q2 2026 after selling out during the quarter.
  • Curio Wealth sold 361 Merck shares in Q2 2026, an estimated $43.4K.
  • Curio Wealth first reported a position in Merck in Q4 2024 and held it in 6 quarters.
  • Curio Wealth's Merck position peaked at $86.9K in Q1 2025.
  • 3,852 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.