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IAG Wealth Partners’s Merck MRK Stock Holding History

IAG 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 		$126K Buy
981
+2
+0.2% +$234 0.01% 153
2026
Q1 		$118K Sell
979
-59
-6% -$6.81K 0.01% 157
2025
Q4 		$109K Buy
1,038
+3
+0.3% +$282 0.01% 151
2025
Q3 		$86.9K Buy
1,035
+6
+0.6% +$494 0.01% 173
2025
Q2 		$81.5K Sell
1,029
-665
-39% -$52.9K 0.01% 168
2025
Q1 		$152K Sell
1,694
-150
-8% -$14K 0.02% 120
2024
Q4 		$183K Buy
1,844
+109
+6% +$11.2K 0.03% 103
2024
Q3 		$197K Buy
1,735
+56
+3% +$6.65K 0.04% 99
2024
Q2 		$208K Sell
1,679
-106
-6% -$13.7K 0.04% 92
2024
Q1 		$236K Hold
1,785
– – 0.05% 86
2023
Q4 		$195K Buy
1,785
+130
+8% +$13.5K 0.04% 84
2023
Q3 		$170K Buy
1,655
+35
+2% +$3.77K 0.05% 85
2023
Q2 		$187K Hold
1,620
– – 0.05% 89
2023
Q1 		$172K Buy
1,620
+40
+3% +$4.32K 0.05% 84
2022
Q4 		$175K Hold
1,580
– – 0.05% 78
2022
Q3 		$136K Hold
1,580
– – 0.05% 74
2022
Q2 		$144K Sell
1,580
-50
-3% -$4.43K 0.05% 77
2022
Q1 		$134K Buy
1,630
+1,580
+3,160% +$125K 0.04% 80
2021
Q4 		$4K Sell
50
-2,290
-98% -$182K ﹤0.01% 360
2021
Q3 		$176K Hold
2,340
– – 0.06% 54
2021
Q2 		$182K Sell
2,340
-112
-5% -$8.33K 0.07% 51
2021
Q1 		$181K Hold
2,452
– – 0.07% 54
2020
Q4 		$192K Hold
2,452
– – 0.08% 54
2020
Q3 		$195K Sell
2,452
-51
-2% -$4K 0.09% 55
2020
Q2 		$185K Sell
2,503
-23
-0.9% -$1.73K 0.09% 50
2020
Q1 		$186K Hold
2,526
– – 0.12% 48
2019
Q4 		$220K Buy
+2,526
New +$207K 0.14% 45

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

IAG Wealth Partners's MRK Position: Q2 2026 in Review

IAG Wealth Partners increased its Merck (MRK) stake by 0.2% in Q2 2026, buying an estimated $234 and bringing the position to 981 shares worth $126K. The position accounts for 0.01% of the portfolio, ranked #153.

IAG Wealth Partners first reported a position in MRK in Q4 2019 and has held it in 27 quarters since. The position peaked at $236K in Q1 2024. 3,844 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • IAG Wealth Partners held 981 shares of Merck worth $126K as of Q2 2026.
  • IAG Wealth Partners bought 2 Merck shares in Q2 2026, an estimated $234.
  • Merck made up 0.01% of IAG Wealth Partners's portfolio in Q2 2026, its #153 holding.
  • IAG Wealth Partners first reported a position in Merck in Q4 2019 and has held it in 27 quarters since.
  • IAG Wealth Partners's Merck position peaked at $236K in Q1 2024.
  • 3,844 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on IAG Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.