Dynasty Wealth Management’s Merck MRK Stock Holding History

Dynasty Wealth Management’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	$1.34M	Sell	10,391 -136	-1%	-$15.9K	0.01%	166
2026 Q1	$1.27M	Sell	10,527 -1,764	-14%	-$204K	0.01%	162
2025 Q4	$1.29M	Buy	12,291 +143	+1%	+$13.4K	0.01%	167
2025 Q3	$1.02M	Buy	+12,148	New	+$1M	0.01%	163
2025 Q1	–	Sell	-4,826	Closed	-$480K	–	261
2024 Q4	$480K	Buy	+4,826	New	+$498K	0.01%	205
2018 Q4	–	Sell	-6,824	Closed	-$462K	–	66
2018 Q3	$462K	Buy	+6,824	New	+$435K	0.59%	44
2018 Q1	–	Sell	-3,742	Closed	-$201K	–	84
2017 Q4	$201K	Buy	+3,742	New	+$207K	0.35%	90

Other funds holding MRK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dynasty Wealth Management's MRK Position: Q2 2026 in Review

Dynasty Wealth Management reduced its Merck (MRK) stake by 1.3% in Q2 2026, selling an estimated $15.9K and leaving 10,391 shares worth $1.34M. The position accounts for 0.01% of the portfolio, ranked #166.

Dynasty Wealth Management first reported a position in MRK in Q4 2017 and has held it in 7 quarters since. 3,852 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Dynasty Wealth Management held 10,391 shares of Merck worth $1.34M as of Q2 2026.
Dynasty Wealth Management sold 136 Merck shares in Q2 2026, an estimated $15.9K.
Merck made up 0.01% of Dynasty Wealth Management's portfolio in Q2 2026, its #166 holding.
Dynasty Wealth Management first reported a position in Merck in Q4 2017 and has held it in 7 quarters since.
3,852 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Dynasty Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.