FDW
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Fourth Dimension Wealth’s Merck MRK Stock Holding History

Fourth Dimension 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 		$171K Buy
1,329
+330
+33% +$38.6K 0.05% 165
2026
Q1 		$120K Sell
999
-621
-38% -$71.7K 0.05% 160
2025
Q4 		$171K Buy
1,620
+25
+2% +$2.35K 0.06% 149
2025
Q3 		$134K Buy
1,595
+65
+4% +$5.35K 0.05% 152
2025
Q2 		$121K Buy
1,530
+446
+41% +$35.5K 0.05% 162
2025
Q1 		$97.3K Buy
1,084
+150
+16% +$14K 0.05% 169
2024
Q4 		$103K Buy
+934
New +$96.3K 0.05% 153

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

Fourth Dimension Wealth's MRK Position: Q2 2026 in Review

Fourth Dimension Wealth increased its Merck (MRK) stake by 33% in Q2 2026, buying an estimated $38.6K and bringing the position to 1,329 shares worth $171K. The position accounts for 0.05% of the portfolio, ranked #165.

Fourth Dimension Wealth first reported a position in MRK in Q4 2024 and has held it in 7 quarters since. 3,834 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Fourth Dimension Wealth held 1,329 shares of Merck worth $171K as of Q2 2026.
  • Fourth Dimension Wealth bought 330 Merck shares in Q2 2026, an estimated $38.6K.
  • Merck made up 0.05% of Fourth Dimension Wealth's portfolio in Q2 2026, its #165 holding.
  • Fourth Dimension Wealth first reported a position in Merck in Q4 2024 and has held it in 7 quarters since.
  • 3,834 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.