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LeClair Wealth Partners’s Merck MRK Stock Holding History

LeClair 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 		$2.22M Buy
+17,254
New +$2.02M 1.15% 26
2026
Q1 		– Sell
-17,132
Closed -$1.8M – 158
2025
Q4 		$1.8M Buy
17,132
+160
+0.9% +$15K 1.05% 29
2025
Q3 		$1.42M Sell
16,972
-148
-0.9% -$12.2K 0.89% 26
2025
Q2 		$1.36M Sell
17,120
-352
-2% -$28K 0.92% 27
2025
Q1 		$1.57M Buy
17,472
+109
+0.6% +$10.2K 1.13% 21
2024
Q4 		$1.73M Buy
+17,363
New +$1.79M 1.15% 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

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

LeClair Wealth Partners opened a new position in Merck (MRK) in Q2 2026: 17,254 shares worth $2.22M. The stake represents 1.15% of the portfolio and ranks #26 among its holdings. This is a return to the name: LeClair Wealth Partners previously reported a position in MRK as recently as Q4 2025.

LeClair Wealth Partners first reported a position in MRK in Q4 2024 and has held it in 6 quarters since. 3,833 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • LeClair Wealth Partners held 17,254 shares of Merck worth $2.22M as of Q2 2026.
  • Merck was a new LeClair Wealth Partners position in Q2 2026.
  • Merck made up 1.15% of LeClair Wealth Partners's portfolio in Q2 2026, its #26 holding.
  • LeClair Wealth Partners first reported a position in Merck in Q4 2024 and has held it in 6 quarters since.
  • 3,833 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on LeClair Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.