EWM
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Endowment Wealth Management’s Merck MRK Stock Holding History

Endowment 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 		$228K Sell
1,776
-18
-1% -$2.11K 0.09% 155
2026
Q1 		$216K Buy
+1,794
New +$207K 0.1% 149
2025
Q2 		– Sell
-2,481
Closed -$223K – 162
2025
Q1 		$223K Buy
2,481
+188
+8% +$17.6K 0.14% 127
2024
Q4 		$228K Sell
2,293
-317
-12% -$32.7K 0.15% 120
2024
Q3 		$296K Buy
2,610
+68
+3% +$8.08K 0.2% 100
2024
Q2 		$315K Sell
2,542
-16
-0.6% -$2.06K 0.23% 95
2024
Q1 		$338K Sell
2,558
-79
-3% -$9.74K 0.25% 87
2023
Q4 		$288K Buy
2,637
+81
+3% +$8.41K 0.24% 97
2023
Q3 		$263K Buy
2,556
+543
+27% +$58.5K 0.24% 105
2023
Q2 		$232K Sell
2,013
-171
-8% -$19.4K 0.21% 114
2023
Q1 		$232K Sell
2,184
-115
-5% -$12.4K 0.23% 111
2022
Q4 		$255K Buy
+2,299
New +$235K 0.28% 99

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

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

Endowment Wealth Management reduced its Merck (MRK) stake by 1% in Q2 2026, selling an estimated $2.11K and leaving 1,776 shares worth $228K. The position accounts for 0.09% of the portfolio, ranked #155.

Endowment Wealth Management first reported a position in MRK in Q4 2022 and has held it in 12 quarters since. The position peaked at $338K in Q1 2024. 3,818 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Endowment Wealth Management held 1,776 shares of Merck worth $228K as of Q2 2026.
  • Endowment Wealth Management sold 18 Merck shares in Q2 2026, an estimated $2.11K.
  • Merck made up 0.09% of Endowment Wealth Management's portfolio in Q2 2026, its #155 holding.
  • Endowment Wealth Management first reported a position in Merck in Q4 2022 and has held it in 12 quarters since.
  • Endowment Wealth Management's Merck position peaked at $338K in Q1 2024.
  • 3,818 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Endowment Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.