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Monument Group Wealth Advisors’s Merck MRK Stock Holding History

Monument Group 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 		$385K Buy
4,935
+2,405
+95% +$282K 0.18% 28
2026
Q1 		$304K Hold
2,530
– – 0.17% 28
2025
Q4 		$266K Hold
2,530
– – 0.15% 37
2025
Q3 		$212K Sell
2,530
-327
-11% -$26.9K 0.13% 46
2025
Q2 		$226K Buy
2,857
+250
+10% +$19.9K 0.14% 51
2025
Q1 		$234K Buy
2,607
+77
+3% +$7.19K 0.16% 43
2024
Q4 		$252K Hold
2,530
– – 0.18% 41
2024
Q3 		$287K Hold
2,530
– – 0.17% 40
2024
Q2 		$313K Hold
2,530
– – 0.21% 34
2024
Q1 		$334K Buy
+2,530
New +$312K 0.25% 30

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

Monument Group Wealth Advisors's MRK Position: Q2 2026 in Review

Monument Group Wealth Advisors increased its Merck (MRK) stake by 95% in Q2 2026, buying an estimated $282K and bringing the position to 4,935 shares worth $385K. The position accounts for 0.18% of the portfolio, ranked #28.

Monument Group Wealth Advisors first reported a position in MRK in Q1 2024 and has held it in 10 quarters since. 3,841 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Monument Group Wealth Advisors held 4,935 shares of Merck worth $385K as of Q2 2026.
  • Monument Group Wealth Advisors bought 2,405 Merck shares in Q2 2026, an estimated $282K.
  • Merck made up 0.18% of Monument Group Wealth Advisors's portfolio in Q2 2026, its #28 holding.
  • Monument Group Wealth Advisors first reported a position in Merck in Q1 2024 and has held it in 10 quarters since.
  • 3,841 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Monument Group Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.