MPW
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Magnolia Private Wealth’s Merck MRK Stock Holding History

Magnolia Private Wealth’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 		$345K Buy
2,685
+160
+6% +$18.7K 0.19% 105
2026
Q1 		$304K Sell
2,525
-127
-5% -$14.7K 0.2% 99
2025
Q4 		$279K Buy
2,652
+51
+2% +$4.79K 0.2% 98
2025
Q3 		$218K Buy
+2,601
New +$214K 0.16% 101
2025
Q2 		– Sell
-2,882
Closed -$259K – 110
2025
Q1 		$259K Buy
2,882
+298
+12% +$27.8K 0.21% 96
2024
Q4 		$257K Buy
+2,584
New +$266K 0.22% 94

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

Magnolia Private Wealth's MRK Position: Q2 2026 in Review

Magnolia Private Wealth increased its Merck (MRK) stake by 6.3% in Q2 2026, buying an estimated $18.7K and bringing the position to 2,685 shares worth $345K. The position accounts for 0.19% of the portfolio, ranked #105.

Magnolia Private Wealth first reported a position in MRK in Q4 2024 and has held it in 6 quarters since. 3,844 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Magnolia Private Wealth held 2,685 shares of Merck worth $345K as of Q2 2026.
  • Magnolia Private Wealth bought 160 Merck shares in Q2 2026, an estimated $18.7K.
  • Merck made up 0.19% of Magnolia Private Wealth's portfolio in Q2 2026, its #105 holding.
  • Magnolia Private Wealth first reported a position in Merck in Q4 2024 and has held it in 6 quarters since.
  • 3,844 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Magnolia Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.