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Evergreen Private Wealth’s Merck MRK Stock Holding History

Evergreen Private Wealth’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 		$193K Hold
1,503
– – 0.07% 68
2026
Q1 		$181K Hold
1,503
– – 0.07% 70
2025
Q4 		$158K Hold
1,503
– – 0.06% 75
2025
Q3 		$126K Hold
1,503
– – 0.05% 83
2025
Q2 		$119K Sell
1,503
-41
-3% -$3.26K 0.05% 86
2025
Q1 		$139K Hold
1,544
– – 0.06% 84
2024
Q4 		$154K Hold
1,544
– – 0.07% 81
2024
Q3 		$175K Hold
1,544
– – 0.08% 73
2024
Q2 		$191K Hold
1,544
– – 0.09% 68
2024
Q1 		$204K Hold
1,544
– – 0.1% 72
2023
Q4 		$168K Buy
+1,544
New +$160K 0.09% 72

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

Evergreen Private Wealth's MRK Position: Q2 2026 in Review

Evergreen Private Wealth held its Merck (MRK) position steady in Q2 2026 at 1,503 shares worth $193K. The position accounts for 0.07% of the portfolio, ranked #68.

Evergreen Private Wealth first reported a position in MRK in Q4 2023 and has held it in 11 quarters since. The position peaked at $204K in Q1 2024. 3,829 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Evergreen Private Wealth held 1,503 shares of Merck worth $193K as of Q2 2026.
  • Evergreen Private Wealth left its Merck share count unchanged in Q2 2026.
  • Merck made up 0.07% of Evergreen Private Wealth's portfolio in Q2 2026, its #68 holding.
  • Evergreen Private Wealth first reported a position in Merck in Q4 2023 and has held it in 11 quarters since.
  • Evergreen Private Wealth's Merck position peaked at $204K in Q1 2024.
  • 3,829 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Evergreen Private Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.