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Invera Wealth Advisors’s Merck MRK Stock Holding History

Invera 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 		$370K Sell
2,879
-314
-10% -$36.8K 0.2% 104
2026
Q1 		$384K Buy
3,193
+3
+0.1% +$346 0.25% 81
2025
Q4 		$336K Sell
3,190
-45
-1% -$4.22K 0.21% 80
2025
Q3 		$272K Buy
+3,235
New +$266K 0.17% 79
2025
Q2 		– Sell
-9,327
Closed -$837K – 91
2025
Q1 		$837K Sell
9,327
-1,682
-15% -$157K 0.54% 63
2024
Q4 		$1.06M Buy
11,009
+249
+2% +$25.7K 1.05% 27
2024
Q3 		$1.09M Buy
10,760
+260
+2% +$30.9K 1.08% 27
2024
Q2 		$1.35M Buy
10,500
+121
+1% +$15.6K 1.39% 24
2024
Q1 		$1.3M Sell
10,379
-544
-5% -$67.1K 1.1% 34
2023
Q4 		$1.19M Buy
+10,923
New +$1.13M 0.75% 43

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

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

Invera Wealth Advisors reduced its Merck (MRK) stake by 9.8% in Q2 2026, selling an estimated $36.8K and leaving 2,879 shares worth $370K. The position accounts for 0.2% of the portfolio, ranked #104.

Invera Wealth Advisors first reported a position in MRK in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.35M in Q2 2024. 3,844 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Invera Wealth Advisors held 2,879 shares of Merck worth $370K as of Q2 2026.
  • Invera Wealth Advisors sold 314 Merck shares in Q2 2026, an estimated $36.8K.
  • Merck made up 0.2% of Invera Wealth Advisors's portfolio in Q2 2026, its #104 holding.
  • Invera Wealth Advisors first reported a position in Merck in Q4 2023 and has held it in 10 quarters since.
  • Invera Wealth Advisors's Merck position peaked at $1.35M in Q2 2024.
  • 3,844 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Invera Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.