DWS
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Discipline Wealth Solutions’s Merck MRK Stock Holding History

Discipline Wealth Solutions’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 		$1.55M Buy
12,035
+522
+5% +$61.1K 0.13% 73
2026
Q1 		$1.38M Buy
11,513
+8,068
+234% +$931K 0.15% 69
2025
Q4 		$363K Buy
3,445
+528
+18% +$49.6K 0.07% 122
2025
Q3 		$245K Buy
+2,917
New +$240K 0.06% 140

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

Discipline Wealth Solutions's MRK Position: Q2 2026 in Review

Discipline Wealth Solutions increased its Merck (MRK) stake by 4.5% in Q2 2026, buying an estimated $61.1K and bringing the position to 12,035 shares worth $1.55M. The position accounts for 0.13% of the portfolio, ranked #73.

Discipline Wealth Solutions first reported a position in MRK in Q3 2025 and has held it in 4 quarters since. 3,833 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Discipline Wealth Solutions held 12,035 shares of Merck worth $1.55M as of Q2 2026.
  • Discipline Wealth Solutions bought 522 Merck shares in Q2 2026, an estimated $61.1K.
  • Merck made up 0.13% of Discipline Wealth Solutions's portfolio in Q2 2026, its #73 holding.
  • Discipline Wealth Solutions first reported a position in Merck in Q3 2025 and has held it in 4 quarters since.
  • 3,833 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Discipline Wealth Solutions's 13F filing for Q2 2026, filed 21 Jul 2026.