MWM
MRK icon

Mindset Wealth Management’s Merck MRK Stock Holding History

Mindset Wealth Management’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 		$2.57M Buy
19,964
+867
+5% +$101K 0.49% 18
2026
Q1 		$2.3M Buy
19,097
+1,738
+10% +$201K 0.62% 15
2025
Q4 		$1.83M Sell
17,359
-2,027
-10% -$190K 0.48% 19
2025
Q3 		$1.63M Sell
19,386
-33
-0.2% -$2.72K 0.44% 22
2025
Q2 		$1.54M Buy
19,419
+868
+5% +$69K 0.5% 17
2025
Q1 		$1.67M Buy
18,551
+10,636
+134% +$993K 0.65% 14
2024
Q4 		$787K Sell
7,915
-233
-3% -$24K 0.29% 28
2024
Q3 		$925K Buy
+8,148
New +$968K 0.38% 21

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

Mindset Wealth Management's MRK Position: Q2 2026 in Review

Mindset Wealth Management increased its Merck (MRK) stake by 4.5% in Q2 2026, buying an estimated $101K and bringing the position to 19,964 shares worth $2.57M. The position accounts for 0.49% of the portfolio, ranked #18.

Mindset Wealth Management first reported a position in MRK in Q3 2024 and has held it in 8 quarters since. 3,833 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Mindset Wealth Management held 19,964 shares of Merck worth $2.57M as of Q2 2026.
  • Mindset Wealth Management bought 867 Merck shares in Q2 2026, an estimated $101K.
  • Merck made up 0.49% of Mindset Wealth Management's portfolio in Q2 2026, its #18 holding.
  • Mindset Wealth Management first reported a position in Merck in Q3 2024 and has held it in 8 quarters since.
  • 3,833 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Mindset Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.