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Marin Bay Wealth Advisors’s Merck MRK Stock Holding History

Marin Bay 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 		$242K Sell
1,886
-76
-4% -$8.9K 0.13% 114
2026
Q1 		$236K Sell
1,962
-282
-13% -$32.6K 0.14% 106
2025
Q4 		$236K Buy
+2,244
New +$211K 0.14% 101

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

Marin Bay Wealth Advisors's MRK Position: Q2 2026 in Review

Marin Bay Wealth Advisors reduced its Merck (MRK) stake by 3.9% in Q2 2026, selling an estimated $8.9K and leaving 1,886 shares worth $242K. The position accounts for 0.13% of the portfolio, ranked #114.

Marin Bay Wealth Advisors first reported a position in MRK in Q4 2025 and has held it in 3 quarters since. 3,824 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Marin Bay Wealth Advisors held 1,886 shares of Merck worth $242K as of Q2 2026.
  • Marin Bay Wealth Advisors sold 76 Merck shares in Q2 2026, an estimated $8.9K.
  • Merck made up 0.13% of Marin Bay Wealth Advisors's portfolio in Q2 2026, its #114 holding.
  • Marin Bay Wealth Advisors first reported a position in Merck in Q4 2025 and has held it in 3 quarters since.
  • 3,824 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Marin Bay Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.