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Geometric Wealth Advisors’s Merck MRK Stock Holding History

Geometric 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 		$297K Buy
2,311
+111
+5% +$13K 0.03% 76
2026
Q1 		$265K Buy
2,200
+9
+0.4% +$1.04K 0.03% 76
2025
Q4 		$231K Buy
+2,191
New +$206K 0.03% 78
2025
Q2 		– Sell
-2,294
Closed -$206K – 76
2025
Q1 		$206K Sell
2,294
-27
-1% -$2.52K 0.04% 71
2024
Q4 		$231K Hold
2,321
– – 0.04% 65
2024
Q3 		$264K Hold
2,321
– – 0.05% 57
2024
Q2 		$287K Buy
2,321
+418
+22% +$53.8K 0.06% 53
2024
Q1 		$251K Hold
1,903
– – 0.06% 42
2023
Q4 		$207K Buy
+1,903
New +$198K 0.06% 43
2023
Q3 		– Sell
-1,877
Closed -$201K – 38
2023
Q2 		$201K Buy
1,877
+77
+4% +$8.74K 0.06% 38
2023
Q1 		$207K Buy
+1,800
New +$194K 0.07% 36

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

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

Geometric Wealth Advisors increased its Merck (MRK) stake by 5% in Q2 2026, buying an estimated $13K and bringing the position to 2,311 shares worth $297K. The position accounts for 0.03% of the portfolio, ranked #76.

Geometric Wealth Advisors first reported a position in MRK in Q1 2023 and has held it in 11 quarters since. 3,852 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Geometric Wealth Advisors held 2,311 shares of Merck worth $297K as of Q2 2026.
  • Geometric Wealth Advisors bought 111 Merck shares in Q2 2026, an estimated $13K.
  • Merck made up 0.03% of Geometric Wealth Advisors's portfolio in Q2 2026, its #76 holding.
  • Geometric Wealth Advisors first reported a position in Merck in Q1 2023 and has held it in 11 quarters since.
  • 3,852 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Geometric Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.