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Genesis Wealth Advisors’s Merck MRK Stock Holding History

Genesis 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 		$430K Hold
3,349
– – 0.26% 43
2026
Q1 		$403K Hold
3,349
– – 0.27% 39
2025
Q4 		$353K Hold
3,349
– – 0.24% 43
2025
Q3 		$281K Hold
3,349
– – 0.2% 48
2025
Q2 		$265K Sell
3,349
-348
-9% -$27.7K 0.2% 50
2025
Q1 		$332K Hold
3,697
– – 0.27% 40
2024
Q4 		$368K Buy
+3,697
New +$381K 0.32% 38
2015
Q2 		$333K Buy
6,137
+58
+1% +$3.25K 0.27% 35
2015
Q1 		$330K Buy
6,079
+314
+5% +$17.8K 0.27% 38
2014
Q4 		$322K Buy
+5,765
New +$321K 0.26% 41

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

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

Genesis Wealth Advisors held its Merck (MRK) position steady in Q2 2026 at 3,349 shares worth $430K. The position accounts for 0.26% of the portfolio, ranked #43.

Genesis Wealth Advisors first reported a position in MRK in Q4 2014 and has held it in 10 quarters since. 3,852 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Genesis Wealth Advisors held 3,349 shares of Merck worth $430K as of Q2 2026.
  • Genesis Wealth Advisors left its Merck share count unchanged in Q2 2026.
  • Merck made up 0.26% of Genesis Wealth Advisors's portfolio in Q2 2026, its #43 holding.
  • Genesis Wealth Advisors first reported a position in Merck in Q4 2014 and has held it in 10 quarters since.
  • 3,852 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Genesis Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.