IWA
MRK icon

Icon Wealth Advisors’s Merck MRK Stock Holding History

Icon 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 		$2.48M Buy
19,305
+4,047
+27% +$474K 0.15% 97
2026
Q1 		$1.69M Sell
15,258
-198
-1% -$22.9K 0.11% 124
2025
Q4 		$1.57M Buy
15,456
+1,211
+9% +$114K 0.1% 130
2025
Q3 		$1.2M Sell
14,245
-22,419
-61% -$1.85M 0.08% 163
2025
Q2 		$2.9M Sell
36,664
-8,873
-19% -$705K 0.21% 83
2025
Q1 		$4.09M Sell
45,537
-2,557
-5% -$239K 0.34% 61
2024
Q4 		$4.78M Buy
48,094
+20
+0% +$2.06K 0.39% 51
2024
Q3 		$5.46M Buy
48,074
+3,970
+9% +$472K 0.45% 45
2024
Q2 		$4.99M Buy
44,104
+4,882
+12% +$629K 0.44% 46
2024
Q1 		$5.18M Sell
39,222
-2,524
-6% -$311K 0.48% 40
2023
Q4 		$4.55M Buy
+41,746
New +$4.33M 0.47% 42
2022
Q4 		$8.25M Sell
74,320
-382
-0.5% -$39K 0.95% 19
2022
Q3 		$6.43M Buy
+74,702
New +$6.67M 0.78% 22

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

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

Icon Wealth Advisors increased its Merck (MRK) stake by 27% in Q2 2026, buying an estimated $474K and bringing the position to 19,305 shares worth $2.48M. The position accounts for 0.15% of the portfolio, ranked #97.

Icon Wealth Advisors first reported a position in MRK in Q3 2022 and has held it in 13 quarters since. The position peaked at $8.25M in Q4 2022. 3,845 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Icon Wealth Advisors held 19,305 shares of Merck worth $2.48M as of Q2 2026.
  • Icon Wealth Advisors bought 4,047 Merck shares in Q2 2026, an estimated $474K.
  • Merck made up 0.15% of Icon Wealth Advisors's portfolio in Q2 2026, its #97 holding.
  • Icon Wealth Advisors first reported a position in Merck in Q3 2022 and has held it in 13 quarters since.
  • Icon Wealth Advisors's Merck position peaked at $8.25M in Q4 2022.
  • 3,845 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.