EWM
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Elevatus Welath Management’s Merck MRK Stock Holding History

Elevatus Welath 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 		$1.05M Buy
8,152
+4,246
+109% +$497K 0.25% 79
2026
Q1 		$470K Buy
3,906
+451
+13% +$52.1K 0.25% 77
2025
Q4 		$364K Buy
+3,455
New +$324K 0.1% 106

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

Elevatus Welath Management's MRK Position: Q2 2026 in Review

Elevatus Welath Management increased its Merck (MRK) stake by 109% in Q2 2026, buying an estimated $497K and bringing the position to 8,152 shares worth $1.05M. The position accounts for 0.25% of the portfolio, ranked #79.

Elevatus Welath Management first reported a position in MRK in Q4 2025 and has held it in 3 quarters since. 3,852 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Elevatus Welath Management held 8,152 shares of Merck worth $1.05M as of Q2 2026.
  • Elevatus Welath Management bought 4,246 Merck shares in Q2 2026, an estimated $497K.
  • Merck made up 0.25% of Elevatus Welath Management's portfolio in Q2 2026, its #79 holding.
  • Elevatus Welath Management first reported a position in Merck in Q4 2025 and has held it in 3 quarters since.
  • 3,852 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Elevatus Welath Management's 13F filing for Q2 2026, filed 13 Aug 2026.