DWS
MRK icon

Dynamic Wealth Strategies’s Merck MRK Stock Holding History

Dynamic Wealth Strategies’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 		$154K Sell
1,198
-24
-2% -$2.81K 0.08% 94
2026
Q1 		$147K Sell
1,222
-121
-9% -$14K 0.09% 99
2025
Q4 		$141K Buy
1,343
+445
+50% +$41.8K 0.08% 97
2025
Q3 		$75.4K Buy
898
+87
+11% +$7.17K 0.05% 119
2025
Q2 		$64.2K Sell
811
-34
-4% -$2.7K 0.05% 116
2025
Q1 		$75.8K Buy
+845
New +$78.9K 0.06% 111
2024
Q4 		– Sell
-64
Closed -$7K – 171
2024
Q3 		$7K Hold
64
– – 0.01% 208
2024
Q2 		$8K Hold
64
– – 0.01% 205
2024
Q1 		$8K Hold
64
– – 0.01% 213
2023
Q4 		$6.98K Buy
+64
New +$6.64K 0.01% 218

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

Dynamic Wealth Strategies's MRK Position: Q2 2026 in Review

Dynamic Wealth Strategies reduced its Merck (MRK) stake by 2% in Q2 2026, selling an estimated $2.81K and leaving 1,198 shares worth $154K. The position accounts for 0.08% of the portfolio, ranked #94.

Dynamic Wealth Strategies first reported a position in MRK in Q4 2023 and has held it in 10 quarters since. 3,833 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Dynamic Wealth Strategies held 1,198 shares of Merck worth $154K as of Q2 2026.
  • Dynamic Wealth Strategies sold 24 Merck shares in Q2 2026, an estimated $2.81K.
  • Merck made up 0.08% of Dynamic Wealth Strategies's portfolio in Q2 2026, its #94 holding.
  • Dynamic Wealth Strategies first reported a position in Merck in Q4 2023 and has held it in 10 quarters since.
  • 3,833 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q2 2026, filed 23 Jul 2026.