EWS
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Evergreen Wealth Solutions’s Merck MRK Stock Holding History

Evergreen Wealth Solutions’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 		$5.02M Buy
37,050
+1,740
+5% +$204K 0.26% 70
2026
Q1 		$4.25M Buy
35,310
+30,465
+629% +$3.52M 0.3% 66
2025
Q4 		$510K Buy
4,845
+373
+8% +$35K 0.07% 123
2025
Q3 		$375K Sell
4,472
-720
-14% -$59.3K 0.21% 80
2025
Q2 		$411K Sell
5,192
-52
-1% -$4.13K 0.25% 72
2025
Q1 		$471K Sell
5,244
-226
-4% -$21.1K 0.32% 54
2024
Q4 		$544K Buy
5,470
+212
+4% +$21.9K 0.38% 48
2024
Q3 		$597K Sell
5,258
-562
-10% -$66.8K 0.41% 48
2024
Q2 		$721K Sell
5,820
-410
-7% -$52.8K 0.51% 40
2024
Q1 		$822K Sell
6,230
-190
-3% -$23.4K 0.61% 39
2023
Q4 		$700K Buy
6,420
+592
+10% +$61.5K 0.6% 42
2023
Q3 		$600K Sell
5,828
-320
-5% -$34.5K 0.61% 45
2023
Q2 		$709K Buy
6,148
+522
+9% +$59.3K 0.72% 42
2023
Q1 		$599K Sell
5,626
-307
-5% -$33.1K 0.69% 45
2022
Q4 		$658K Buy
5,933
+161
+3% +$16.5K 0.87% 38
2022
Q3 		$497K Sell
5,772
-296
-5% -$26.4K 0.71% 45
2022
Q2 		$553K Buy
6,068
+258
+4% +$22.9K 0.68% 48
2022
Q1 		$477K Sell
5,810
-18
-0.3% -$1.42K 0.46% 49
2021
Q4 		$447K Buy
+5,828
New +$464K 0.41% 56

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 Wealth Solutions's MRK Position: Q2 2026 in Review

Evergreen Wealth Solutions increased its Merck (MRK) stake by 4.9% in Q2 2026, buying an estimated $204K and bringing the position to 37,050 shares worth $5.02M. The position accounts for 0.26% of the portfolio, ranked #70.

Evergreen Wealth Solutions first reported a position in MRK in Q4 2021 and has held it in 19 quarters since. 3,836 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Evergreen Wealth Solutions held 37,050 shares of Merck worth $5.02M as of Q2 2026.
  • Evergreen Wealth Solutions bought 1,740 Merck shares in Q2 2026, an estimated $204K.
  • Merck made up 0.26% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #70 holding.
  • Evergreen Wealth Solutions first reported a position in Merck in Q4 2021 and has held it in 19 quarters since.
  • 3,836 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.