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Innovative Asset Advisors Group’s Merck MRK Stock Holding History

Innovative Asset Advisors Group’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 		$788K Buy
6,088
+52
+0.9% +$6.09K 0.34% 60
2026
Q1 		$731K Buy
+6,036
New +$697K 0.42% 50

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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Innovative Asset Advisors Group's MRK Position: Q2 2026 in Review

Innovative Asset Advisors Group increased its Merck (MRK) stake by 0.86% in Q2 2026, buying an estimated $6.09K and bringing the position to 6,088 shares worth $788K. The position accounts for 0.34% of the portfolio, ranked #60.

Innovative Asset Advisors Group first reported a position in MRK in Q1 2026 and has held it in 2 quarters since. 3,688 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Innovative Asset Advisors Group held 6,088 shares of Merck worth $788K as of Q2 2026.
  • Innovative Asset Advisors Group bought 52 Merck shares in Q2 2026, an estimated $6.09K.
  • Merck made up 0.34% of Innovative Asset Advisors Group's portfolio in Q2 2026, its #60 holding.
  • Innovative Asset Advisors Group first reported a position in Merck in Q1 2026 and has held it in 2 quarters since.
  • 3,688 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.