Legacy Wealth Advisors’s Merck MRK Stock Holding History

Legacy 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	$494K	Buy	3,848 +1,405	+58%	+$164K	0.21%	60
2026 Q1	$294K	Buy	+2,443	New	+$282K	0.15%	74

Other funds holding MRK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Legacy Wealth Advisors increased its Merck (MRK) stake by 58% in Q2 2026, buying an estimated $164K and bringing the position to 3,848 shares worth $494K. The position accounts for 0.21% of the portfolio, ranked #60.

Legacy Wealth Advisors first reported a position in MRK in Q1 2026 and has held it in 2 quarters since. 3,824 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Legacy Wealth Advisors held 3,848 shares of Merck worth $494K as of Q2 2026.
Legacy Wealth Advisors bought 1,405 Merck shares in Q2 2026, an estimated $164K.
Merck made up 0.21% of Legacy Wealth Advisors's portfolio in Q2 2026, its #60 holding.
Legacy Wealth Advisors first reported a position in Merck in Q1 2026 and has held it in 2 quarters since.
3,824 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Legacy Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.