MWA
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Medallion Wealth Advisors’s Merck MRK Stock Holding History

Medallion 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 		$38.2K Sell
258
-4,457
-95% -$522K 0.01% 517
2026
Q1 		$567K Buy
4,715
+766
+19% +$88.4K 0.19% 115
2025
Q4 		$416K Sell
3,949
-85
-2% -$7.98K 0.14% 146
2025
Q3 		$339K Buy
4,034
+1
+0% +$82 0.12% 165
2025
Q2 		$329K Buy
4,033
+1
+0% +$79 0.13% 164
2025
Q1 		$352K Buy
4,032
+49
+1% +$4.58K 0.16% 138
2024
Q4 		$394K Buy
+3,983
New +$411K 0.2% 111

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

Medallion Wealth Advisors's MRK Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its Merck (MRK) stake by 95% in Q2 2026, selling an estimated $522K and leaving 258 shares worth $38.2K. The position accounts for 0.01% of the portfolio, ranked #517.

Medallion Wealth Advisors first reported a position in MRK in Q4 2024 and has held it in 7 quarters since. The position peaked at $567K in Q1 2026. 3,845 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Medallion Wealth Advisors held 258 shares of Merck worth $38.2K as of Q2 2026.
  • Medallion Wealth Advisors sold 4,457 Merck shares in Q2 2026, an estimated $522K.
  • Merck made up 0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #517 holding.
  • Medallion Wealth Advisors first reported a position in Merck in Q4 2024 and has held it in 7 quarters since.
  • Medallion Wealth Advisors's Merck position peaked at $567K in Q1 2026.
  • 3,845 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.