MWM
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Mosley Wealth Management’s Merck MRK Stock Holding History

Mosley 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 		$26.3K Buy
204
+29
+17% +$3.39K 0.01% 303
2026
Q1 		$14.6K Buy
+175
New +$20.2K 0.01% 275
2024
Q4 		$383K Buy
3,898
+858
+28% +$88.5K 0.24% 85
2024
Q3 		$323K Buy
3,040
+480
+19% +$57K 0.22% 88
2024
Q2 		$317K Sell
2,560
-353
-12% -$45.5K 0.27% 78
2024
Q1 		$384K Sell
2,913
-145
-5% -$17.9K 0.36% 68
2023
Q4 		$333K Buy
+3,058
New +$317K 0.33% 67

Other funds holding MRK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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

Mosley Wealth Management increased its Merck (MRK) stake by 17% in Q2 2026, buying an estimated $3.39K and bringing the position to 204 shares worth $26.3K. The position accounts for 0.01% of the portfolio, ranked #303.

Mosley Wealth Management first reported a position in MRK in Q4 2023 and has held it in 7 quarters since. The position peaked at $384K in Q1 2024. 2,532 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Mosley Wealth Management held 204 shares of Merck worth $26.3K as of Q2 2026.
  • Mosley Wealth Management bought 29 Merck shares in Q2 2026, an estimated $3.39K.
  • Merck made up 0.01% of Mosley Wealth Management's portfolio in Q2 2026, its #303 holding.
  • Mosley Wealth Management first reported a position in Merck in Q4 2023 and has held it in 7 quarters since.
  • Mosley Wealth Management's Merck position peaked at $384K in Q1 2024.
  • 2,532 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.