EWA
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Emergent Wealth Advisors’s Merck MRK Stock Holding History

Emergent Wealth Advisors’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 		$209K Sell
1,506
-246
-14% -$28.8K 0.11% 117
2026
Q1 		$211K Sell
1,752
-514
-23% -$59.3K 0.12% 120
2025
Q4 		$239K Sell
2,266
-662
-23% -$62.1K 0.13% 118
2025
Q3 		$246K Buy
+2,928
New +$241K 0.14% 105
2025
Q1 		– Sell
-5,051
Closed -$502K – 117
2024
Q4 		$502K Buy
5,051
+35
+0.7% +$3.61K 0.36% 53
2024
Q3 		$570K Buy
5,016
+343
+7% +$40.8K 0.42% 44
2024
Q2 		$590K Buy
4,673
+1,143
+32% +$147K 0.47% 41
2024
Q1 		$466K Sell
3,530
-38
-1% -$4.68K 0.4% 48
2023
Q4 		$389K Buy
+3,568
New +$370K 0.36% 54

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

Emergent Wealth Advisors's MRK Position: Q2 2026 in Review

Emergent Wealth Advisors reduced its Merck (MRK) stake by 14% in Q2 2026, selling an estimated $28.8K and leaving 1,506 shares worth $209K. The position accounts for 0.11% of the portfolio, ranked #117.

Emergent Wealth Advisors first reported a position in MRK in Q4 2023 and has held it in 9 quarters since. The position peaked at $590K in Q2 2024. 3,813 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Emergent Wealth Advisors held 1,506 shares of Merck worth $209K as of Q2 2026.
  • Emergent Wealth Advisors sold 246 Merck shares in Q2 2026, an estimated $28.8K.
  • Merck made up 0.11% of Emergent Wealth Advisors's portfolio in Q2 2026, its #117 holding.
  • Emergent Wealth Advisors first reported a position in Merck in Q4 2023 and has held it in 9 quarters since.
  • Emergent Wealth Advisors's Merck position peaked at $590K in Q2 2024.
  • 3,813 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Emergent Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.