MWM
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Moran Wealth Management’s Merck MRK Stock Holding History

Moran 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 		$27.3M Sell
212,218
-8,074
-4% -$945K 0.74% 26
2026
Q1 		$26.5M Sell
220,292
-16,677
-7% -$1.93M 0.81% 17
2025
Q4 		$24.9M Buy
236,969
+22,157
+10% +$2.08M 0.76% 26
2025
Q3 		$18M Buy
+214,812
New +$17.7M 0.54% 51
2025
Q2 		– Sell
-118,147
Closed -$10.6M – 498
2025
Q1 		$10.6M Sell
118,147
-144,224
-55% -$13.5M 0.36% 87
2024
Q4 		$26.1M Buy
262,371
+2,123
+0.8% +$219K 0.83% 23
2024
Q3 		$29.6M Sell
260,248
-93,556
-26% -$11.1M 0.91% 21
2024
Q2 		$43.8M Sell
353,804
-872
-0.2% -$112K 1.44% 10
2024
Q1 		$46.8M Sell
354,676
-53,248
-13% -$6.56M 1.52% 6
2023
Q4 		$44.5M Buy
407,924
+12,509
+3% +$1.3M 1.58% 5
2023
Q3 		$40.7M Buy
395,415
+99,080
+33% +$10.7M 1.58% 4
2023
Q2 		$34.2M Buy
296,335
+19,535
+7% +$2.22M 1.28% 10
2023
Q1 		$29.4M Sell
276,800
-7,872
-3% -$850K 1.11% 13
2022
Q4 		$31.6M Buy
+284,672
New +$29.1M 1.2% 13

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

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

Moran Wealth Management reduced its Merck (MRK) stake by 3.7% in Q2 2026, selling an estimated $945K and leaving 212,218 shares worth $27.3M. The position accounts for 0.74% of the portfolio, ranked #26.

Moran Wealth Management first reported a position in MRK in Q4 2022 and has held it in 14 quarters since. The position peaked at $46.8M in Q1 2024. 3,833 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Moran Wealth Management held 212,218 shares of Merck worth $27.3M as of Q2 2026.
  • Moran Wealth Management sold 8,074 Merck shares in Q2 2026, an estimated $945K.
  • Merck made up 0.74% of Moran Wealth Management's portfolio in Q2 2026, its #26 holding.
  • Moran Wealth Management first reported a position in Merck in Q4 2022 and has held it in 14 quarters since.
  • Moran Wealth Management's Merck position peaked at $46.8M in Q1 2024.
  • 3,833 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.