MFA Wealth Advisors’s Merck MRK Stock Holding History

MFA 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	$201K	Buy	+1,564	New	+$183K	0.03%	98
2024 Q4	–	Sell	-1,758	Closed	-$200K	–	267
2024 Q3	$200K	Sell	1,758 -198	-10%	-$23.5K	0.04%	94
2024 Q2	$242K	Buy	1,956 +19	+1%	+$2.45K	0.05%	89
2024 Q1	$256K	Sell	1,937 -2	-0.1%	-$247	0.07%	77
2023 Q4	$211K	Buy	+1,939	New	+$201K	0.06%	87
2023 Q3	–	Sell	-1,937	Closed	-$224K	–	77
2023 Q2	$224K	Buy	+1,937	New	+$220K	0.07%	73
2023 Q1	–	Sell	-2,200	Closed	-$244K	–	75
2022 Q4	$244K	Buy	+2,200	New	+$225K	0.09%	55
2022 Q3	–	Sell	-2,200	Closed	-$201K	–	61
2022 Q2	$201K	Buy	+2,200	New	+$195K	0.07%	58

Other funds holding MRK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

MFA Wealth Advisors opened a new position in Merck (MRK) in Q2 2026: 1,564 shares worth $201K. The stake represents 0.03% of the portfolio and ranks #98 among its holdings. This is a return to the name: MFA Wealth Advisors previously reported a position in MRK as recently as Q3 2024.

MFA Wealth Advisors first reported a position in MRK in Q2 2022 and has held it in 8 quarters since. The position peaked at $256K in Q1 2024. 3,829 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

MFA Wealth Advisors held 1,564 shares of Merck worth $201K as of Q2 2026.
Merck was a new MFA Wealth Advisors position in Q2 2026.
Merck made up 0.03% of MFA Wealth Advisors's portfolio in Q2 2026, its #98 holding.
MFA Wealth Advisors first reported a position in Merck in Q2 2022 and has held it in 8 quarters since.
MFA Wealth Advisors's Merck position peaked at $256K in Q1 2024.
3,829 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on MFA Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.