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Intentional Wealth Strategies’s Merck MRK Stock Holding History

Intentional Wealth Strategies’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 		– Sell
-571
Closed -$68.7K – 583
2026
Q1 		$68.7K Buy
+571
New +$65.9K 0.06% 131

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

Intentional Wealth Strategies's MRK Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of Merck (MRK) in Q2 2026, closing a stake of 571 shares — an estimated $68.7K sold.

Intentional Wealth Strategies first reported a position in MRK in Q1 2026 and held it in 1 quarter. The position peaked at $68.7K in Q1 2026. 3,813 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Intentional Wealth Strategies reported no remaining Merck position as of Q2 2026 after selling out during the quarter.
  • Intentional Wealth Strategies sold 571 Merck shares in Q2 2026, an estimated $68.7K.
  • Intentional Wealth Strategies first reported a position in Merck in Q1 2026 and held it in 1 quarter.
  • Intentional Wealth Strategies's Merck position peaked at $68.7K in Q1 2026.
  • 3,813 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Intentional Wealth Strategies's 13F filing for Q2 2026, filed 28 Jul 2026.