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Gen-Wealth Partners’s Merck MRK Stock Holding History

Gen-Wealth Partners’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 		$2.63M Sell
20,497
-558
-3% -$65.3K 0.73% 34
2026
Q1 		$2.53M Sell
21,055
-1,028
-5% -$119K 0.8% 30
2025
Q4 		$2.32M Sell
22,083
-232
-1% -$21.8K 0.75% 33
2025
Q3 		$1.87M Buy
22,315
+4,513
+25% +$372K 0.63% 37
2025
Q2 		$1.41M Buy
17,802
+2,364
+15% +$188K 0.54% 51
2025
Q1 		$1.39M Buy
15,438
+1,275
+9% +$119K 0.58% 44
2024
Q4 		$1.41M Buy
14,163
+2,579
+22% +$266K 0.61% 38
2024
Q3 		$1.21M Buy
11,584
+401
+4% +$47.6K 0.53% 40
2024
Q2 		$1.38M Buy
11,183
+97
+0.9% +$12.5K 0.67% 31
2024
Q1 		$1.46M Buy
+11,086
New +$1.37M 0.73% 31

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

Gen-Wealth Partners's MRK Position: Q2 2026 in Review

Gen-Wealth Partners reduced its Merck (MRK) stake by 2.7% in Q2 2026, selling an estimated $65.3K and leaving 20,497 shares worth $2.63M. The position accounts for 0.73% of the portfolio, ranked #34.

Gen-Wealth Partners first reported a position in MRK in Q1 2024 and has held it in 10 quarters since. 3,852 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Gen-Wealth Partners held 20,497 shares of Merck worth $2.63M as of Q2 2026.
  • Gen-Wealth Partners sold 558 Merck shares in Q2 2026, an estimated $65.3K.
  • Merck made up 0.73% of Gen-Wealth Partners's portfolio in Q2 2026, its #34 holding.
  • Gen-Wealth Partners first reported a position in Merck in Q1 2024 and has held it in 10 quarters since.
  • 3,852 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.