MWM
MRK icon

Modern Wealth Management’s Merck MRK Stock Holding History

Modern 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 		$6.96M Buy
54,135
+14,490
+37% +$1.7M 0.08% 221
2026
Q1 		$4.79M Buy
39,645
+4,968
+14% +$574K 0.08% 204
2025
Q4 		$3.65M Buy
34,677
+1,002
+3% +$94.1K 0.07% 221
2025
Q3 		$2.83M Buy
33,675
+12,788
+61% +$1.05M 0.06% 245
2025
Q2 		$1.65M Sell
20,887
-1,314
-6% -$104K 0.04% 288
2025
Q1 		$1.99M Buy
22,201
+10,001
+82% +$934K 0.06% 205
2024
Q4 		$1.21M Buy
12,200
+4,011
+49% +$414K 0.05% 236
2024
Q3 		$930K Buy
8,189
+1,078
+15% +$128K 0.06% 171
2024
Q2 		$880K Buy
7,111
+2,769
+64% +$357K 0.06% 148
2024
Q1 		$573K Buy
4,342
+379
+10% +$46.7K 0.05% 161
2023
Q4 		$432K Buy
+3,963
New +$411K 0.05% 102

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 $3.38T AUM 44.17% 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

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

Modern Wealth Management increased its Merck (MRK) stake by 37% in Q2 2026, buying an estimated $1.7M and bringing the position to 54,135 shares worth $6.96M. The position accounts for 0.08% of the portfolio, ranked #221.

Modern Wealth Management first reported a position in MRK in Q4 2023 and has held it in 11 quarters since. 3,852 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Modern Wealth Management held 54,135 shares of Merck worth $6.96M as of Q2 2026.
  • Modern Wealth Management bought 14,490 Merck shares in Q2 2026, an estimated $1.7M.
  • Merck made up 0.08% of Modern Wealth Management's portfolio in Q2 2026, its #221 holding.
  • Modern Wealth Management first reported a position in Merck in Q4 2023 and has held it in 11 quarters since.
  • 3,852 funds tracked by Wall St. Rank held Merck as of Q2 2026.

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