NWM
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Navigoe Wealth Management’s Merck MRK Stock Holding History

Navigoe 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 		$14K Buy
114
+33
+41% +$3.86K 0.01% 131
2026
Q1 		$9K Hold
81
– – 0.01% 122
2025
Q4 		$8K Hold
81
– – ﹤0.01% 163
2025
Q3 		$6K Buy
81
+16
+25% +$1.32K ﹤0.01% 177
2025
Q2 		$5K Hold
65
– – ﹤0.01% 128
2025
Q1 		$5K Sell
65
-1
-2% -$93 ﹤0.01% 127
2024
Q4 		$6K Buy
+66
New +$6.8K 0.01% 126

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

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

Navigoe Wealth Management increased its Merck (MRK) stake by 41% in Q2 2026, buying an estimated $3.86K and bringing the position to 114 shares worth $14K. The position accounts for 0.01% of the portfolio, ranked #131.

Navigoe Wealth Management first reported a position in MRK in Q4 2024 and has held it in 7 quarters since. 3,852 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Navigoe Wealth Management held 114 shares of Merck worth $14K as of Q2 2026.
  • Navigoe Wealth Management bought 33 Merck shares in Q2 2026, an estimated $3.86K.
  • Merck made up 0.01% of Navigoe Wealth Management's portfolio in Q2 2026, its #131 holding.
  • Navigoe Wealth Management first reported a position in Merck in Q4 2024 and has held it in 7 quarters since.
  • 3,852 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Navigoe Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.