GPWM
MRK icon

Grant Private Wealth Management’s Merck MRK Stock Holding History

Grant Private Wealth Management’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 		$303K Sell
2,355
-50
-2% -$5.85K 0.13% 122
2026
Q1 		$289K Sell
2,405
-71
-3% -$8.2K 0.15% 119
2025
Q4 		$261K Sell
2,476
-236
-9% -$22.2K 0.16% 111
2025
Q3 		$228K Buy
+2,712
New +$223K 0.14% 125
2025
Q2 		– Sell
-2,896
Closed -$260K – 114
2025
Q1 		$260K Sell
2,896
-751
-21% -$70.1K 0.28% 99
2024
Q4 		$363K Buy
+3,647
New +$376K 0.39% 65

Other funds holding MRK

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Grant Private Wealth Management's MRK Position: Q2 2026 in Review

Grant Private Wealth Management reduced its Merck (MRK) stake by 2.1% in Q2 2026, selling an estimated $5.85K and leaving 2,355 shares worth $303K. The position accounts for 0.13% of the portfolio, ranked #122.

Grant Private Wealth Management first reported a position in MRK in Q4 2024 and has held it in 6 quarters since. The position peaked at $363K in Q4 2024. 711 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Grant Private Wealth Management held 2,355 shares of Merck worth $303K as of Q2 2026.
  • Grant Private Wealth Management sold 50 Merck shares in Q2 2026, an estimated $5.85K.
  • Merck made up 0.13% of Grant Private Wealth Management's portfolio in Q2 2026, its #122 holding.
  • Grant Private Wealth Management first reported a position in Merck in Q4 2024 and has held it in 6 quarters since.
  • Grant Private Wealth Management's Merck position peaked at $363K in Q4 2024.
  • 711 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Grant Private Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.