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Heritage Wealth Management (California)’s Merck MRK Stock Holding History

Heritage Wealth Management (California)’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 		$213K Sell
1,657
-69
-4% -$8.08K 0.08% 96
2026
Q1 		$208K Buy
+1,726
New +$199K 0.11% 90
2025
Q1 		– Sell
-2,640
Closed -$263K – 87
2024
Q4 		$263K Buy
2,640
+886
+51% +$91.3K 0.19% 71
2024
Q3 		$199K Sell
1,754
-30
-2% -$3.56K 0.14% 93
2024
Q2 		$221K Sell
1,784
-24
-1% -$3.09K 0.16% 83
2024
Q1 		$239K Buy
1,808
+18
+1% +$2.22K 0.18% 74
2023
Q4 		$195K Buy
+1,790
New +$186K 0.16% 82

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

Heritage Wealth Management (California)'s MRK Position: Q2 2026 in Review

Heritage Wealth Management (California) reduced its Merck (MRK) stake by 4% in Q2 2026, selling an estimated $8.08K and leaving 1,657 shares worth $213K. The position accounts for 0.08% of the portfolio, ranked #96.

Heritage Wealth Management (California) first reported a position in MRK in Q4 2023 and has held it in 7 quarters since. The position peaked at $263K in Q4 2024. 3,818 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Heritage Wealth Management (California) held 1,657 shares of Merck worth $213K as of Q2 2026.
  • Heritage Wealth Management (California) sold 69 Merck shares in Q2 2026, an estimated $8.08K.
  • Merck made up 0.08% of Heritage Wealth Management (California)'s portfolio in Q2 2026, its #96 holding.
  • Heritage Wealth Management (California) first reported a position in Merck in Q4 2023 and has held it in 7 quarters since.
  • Heritage Wealth Management (California)'s Merck position peaked at $263K in Q4 2024.
  • 3,818 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Heritage Wealth Management (California)'s 13F filing for Q2 2026, filed 22 Jul 2026.