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Evolve Private Wealth’s Merck MRK Stock Holding History

Evolve 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 		$6.72M Sell
51,984
-12,356
-19% -$1.45M 0.41% 41
2026
Q1 		$7.74M Buy
64,340
+4,325
+7% +$499K 0.41% 34
2025
Q4 		$6.37M Buy
+60,015
New +$5.63M 0.38% 42

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 $3.38T AUM 44.17% 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

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

Evolve Private Wealth reduced its Merck (MRK) stake by 19% in Q2 2026, selling an estimated $1.45M and leaving 51,984 shares worth $6.72M. The position accounts for 0.41% of the portfolio, ranked #41.

Evolve Private Wealth first reported a position in MRK in Q4 2025 and has held it in 3 quarters since. The position peaked at $7.74M in Q1 2026. 3,852 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Evolve Private Wealth held 51,984 shares of Merck worth $6.72M as of Q2 2026.
  • Evolve Private Wealth sold 12,356 Merck shares in Q2 2026, an estimated $1.45M.
  • Merck made up 0.41% of Evolve Private Wealth's portfolio in Q2 2026, its #41 holding.
  • Evolve Private Wealth first reported a position in Merck in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's Merck position peaked at $7.74M in Q1 2026.
  • 3,852 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.