Elwood & Goetz Wealth Advisory Group’s Merck MRK Stock Holding History

Elwood & Goetz Wealth Advisory Group’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	$253K	Buy	1,965 +122	+7%	+$14.3K	0.04%	134
2026 Q1	$222K	Buy	+1,843	New	+$213K	0.04%	132
2025 Q1	–	Sell	-3,410	Closed	-$339K	–	103
2024 Q4	$339K	Buy	3,410 +8	+0.2%	+$825	0.08%	68
2024 Q3	$386K	Hold	3,402	–	–	0.1%	64
2024 Q2	$421K	Hold	3,402	–	–	0.12%	48
2024 Q1	$449K	Buy	3,402 +400	+13%	+$49.3K	0.11%	52
2023 Q4	$327K	Buy	3,002 +122	+4%	+$12.7K	0.07%	62
2023 Q3	$296K	Buy	+2,880	New	+$310K	0.07%	59

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 $3.37T AUM 44.26% 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

Elwood & Goetz Wealth Advisory Group's MRK Position: Q2 2026 in Review

Elwood & Goetz Wealth Advisory Group increased its Merck (MRK) stake by 6.6% in Q2 2026, buying an estimated $14.3K and bringing the position to 1,965 shares worth $253K. The position accounts for 0.04% of the portfolio, ranked #134.

Elwood & Goetz Wealth Advisory Group first reported a position in MRK in Q3 2023 and has held it in 8 quarters since. The position peaked at $449K in Q1 2024. 3,844 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Elwood & Goetz Wealth Advisory Group held 1,965 shares of Merck worth $253K as of Q2 2026.
Elwood & Goetz Wealth Advisory Group bought 122 Merck shares in Q2 2026, an estimated $14.3K.
Merck made up 0.04% of Elwood & Goetz Wealth Advisory Group's portfolio in Q2 2026, its #134 holding.
Elwood & Goetz Wealth Advisory Group first reported a position in Merck in Q3 2023 and has held it in 8 quarters since.
Elwood & Goetz Wealth Advisory Group's Merck position peaked at $449K in Q1 2024.
3,844 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.