Madison Wealth Partners’s Merck MRK Stock Holding History

Madison 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	$1.03M	Buy	8,024 +6,006	+298%	+$703K	0.13%	89
2026 Q1	$243K	Buy	+2,018	New	+$233K	0.04%	186

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 $3.38T AUM 44.17% 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

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

Madison Wealth Partners increased its Merck (MRK) stake by 298% in Q2 2026, buying an estimated $703K and bringing the position to 8,024 shares worth $1.03M. The position accounts for 0.13% of the portfolio, ranked #89.

Madison Wealth Partners first reported a position in MRK in Q1 2026 and has held it in 2 quarters since. 3,852 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Madison Wealth Partners held 8,024 shares of Merck worth $1.03M as of Q2 2026.
Madison Wealth Partners bought 6,006 Merck shares in Q2 2026, an estimated $703K.
Merck made up 0.13% of Madison Wealth Partners's portfolio in Q2 2026, its #89 holding.
Madison Wealth Partners first reported a position in Merck in Q1 2026 and has held it in 2 quarters since.
3,852 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Madison Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.