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Marshall & Sterling Wealth Advisors’s Merck MRK Stock Holding History

Marshall & Sterling 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 		$59.5K Buy
463
+3
+0.7% +$351 0.04% 140
2026
Q1 		$55.3K Buy
460
+4
+0.9% +$462 0.04% 140
2025
Q4 		$48K Sell
456
-90
-16% -$8.45K 0.03% 145
2025
Q3 		$45.7K Buy
546
+5
+0.9% +$412 0.03% 181
2025
Q2 		$42.8K Buy
541
+45
+9% +$3.58K 0.03% 180
2025
Q1 		$44.5K Buy
496
+56
+13% +$5.23K 0.03% 168
2024
Q4 		$43.7K Buy
+440
New +$45.4K 0.03% 138

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

Marshall & Sterling Wealth Advisors's MRK Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors increased its Merck (MRK) stake by 0.65% in Q2 2026, buying an estimated $351 and bringing the position to 463 shares worth $59.5K. The position accounts for 0.04% of the portfolio, ranked #140.

Marshall & Sterling Wealth Advisors first reported a position in MRK in Q4 2024 and has held it in 7 quarters since. 3,824 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Marshall & Sterling Wealth Advisors held 463 shares of Merck worth $59.5K as of Q2 2026.
  • Marshall & Sterling Wealth Advisors bought 3 Merck shares in Q2 2026, an estimated $351.
  • Merck made up 0.04% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #140 holding.
  • Marshall & Sterling Wealth Advisors first reported a position in Merck in Q4 2024 and has held it in 7 quarters since.
  • 3,824 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.