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McCarter Private Wealth Services’s Merck MRK Stock Holding History

McCarter Private Wealth Services’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 		$1.35M Buy
10,538
+358
+4% +$41.9K 0.47% 62
2026
Q1 		$1.22M Buy
10,180
+930
+10% +$107K 0.53% 54
2025
Q4 		$974K Buy
9,250
+2,453
+36% +$230K 0.44% 55
2025
Q3 		$570K Buy
6,797
+1,510
+29% +$124K 0.29% 69
2025
Q2 		$419K Buy
5,287
+20
+0.4% +$1.59K 0.24% 78
2025
Q1 		$473K Buy
5,267
+105
+2% +$9.8K 0.31% 62
2024
Q4 		$514K Sell
5,162
-305
-6% -$31.4K 0.33% 56
2024
Q3 		$621K Buy
+5,467
New +$650K 0.39% 52

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

McCarter Private Wealth Services's MRK Position: Q2 2026 in Review

McCarter Private Wealth Services increased its Merck (MRK) stake by 3.5% in Q2 2026, buying an estimated $41.9K and bringing the position to 10,538 shares worth $1.35M. The position accounts for 0.47% of the portfolio, ranked #62.

McCarter Private Wealth Services first reported a position in MRK in Q3 2024 and has held it in 8 quarters since. 3,834 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • McCarter Private Wealth Services held 10,538 shares of Merck worth $1.35M as of Q2 2026.
  • McCarter Private Wealth Services bought 358 Merck shares in Q2 2026, an estimated $41.9K.
  • Merck made up 0.47% of McCarter Private Wealth Services's portfolio in Q2 2026, its #62 holding.
  • McCarter Private Wealth Services first reported a position in Merck in Q3 2024 and has held it in 8 quarters since.
  • 3,834 funds tracked by Wall St. Rank held Merck as of Q2 2026.

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