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Flagship Wealth Advisors’s Merck MRK Stock Holding History

Flagship 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 		$214K Buy
1,662
+963
+138% +$113K 0.05% 147
2026
Q1 		$55.3K Sell
699
-663
-49% -$76.5K 0.02% 192
2025
Q4 		$143K Sell
1,362
-331
-20% -$31.1K 0.04% 140
2025
Q3 		$142K Sell
1,693
-1,156
-41% -$95.2K 0.05% 142
2025
Q2 		$226K Hold
2,849
– – 0.09% 106
2025
Q1 		$256K Hold
2,849
– – 0.11% 96
2024
Q4 		$283K Buy
+2,849
New +$294K 0.17% 75

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

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

Flagship Wealth Advisors increased its Merck (MRK) stake by 138% in Q2 2026, buying an estimated $113K and bringing the position to 1,662 shares worth $214K. The position accounts for 0.05% of the portfolio, ranked #147.

Flagship Wealth Advisors first reported a position in MRK in Q4 2024 and has held it in 7 quarters since. The position peaked at $283K in Q4 2024. 3,833 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Flagship Wealth Advisors held 1,662 shares of Merck worth $214K as of Q2 2026.
  • Flagship Wealth Advisors bought 963 Merck shares in Q2 2026, an estimated $113K.
  • Merck made up 0.05% of Flagship Wealth Advisors's portfolio in Q2 2026, its #147 holding.
  • Flagship Wealth Advisors first reported a position in Merck in Q4 2024 and has held it in 7 quarters since.
  • Flagship Wealth Advisors's Merck position peaked at $283K in Q4 2024.
  • 3,833 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Flagship Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.