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New World Advisors’s Merck MRK Stock Holding History

New World 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 		$493K Buy
3,835
+43
+1% +$5.03K 0.08% 42
2026
Q1 		$456K Sell
3,792
-166
-4% -$19.2K 0.08% 37
2025
Q4 		$417K Buy
3,958
+476
+14% +$44.7K 0.07% 44
2025
Q3 		$292K Buy
3,482
+500
+17% +$41.2K 0.05% 56
2025
Q2 		$236K Buy
+2,982
New +$237K 0.05% 63
2023
Q1 		– Sell
-2,050
Closed -$227K – 69
2022
Q4 		$227K Sell
2,050
-875
-30% -$89.4K 0.08% 58
2022
Q3 		$252K Sell
2,925
-100
-3% -$8.93K 0.12% 45
2022
Q2 		$284K Sell
3,025
-3,175
-51% -$281K 0.15% 45
2022
Q1 		$534K Hold
6,200
– – 0.28% 18
2021
Q4 		$476K Buy
6,200
+1,100
+22% +$87.6K 0.22% 32
2021
Q3 		$414K Sell
5,100
-5,192
-50% -$395K 0.19% 30
2021
Q2 		$800K Buy
+10,292
New +$766K 0.54% 43

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

New World Advisors's MRK Position: Q2 2026 in Review

New World Advisors increased its Merck (MRK) stake by 1.1% in Q2 2026, buying an estimated $5.03K and bringing the position to 3,835 shares worth $493K. The position accounts for 0.08% of the portfolio, ranked #42.

New World Advisors first reported a position in MRK in Q2 2021 and has held it in 12 quarters since. The position peaked at $800K in Q2 2021. 3,833 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • New World Advisors held 3,835 shares of Merck worth $493K as of Q2 2026.
  • New World Advisors bought 43 Merck shares in Q2 2026, an estimated $5.03K.
  • Merck made up 0.08% of New World Advisors's portfolio in Q2 2026, its #42 holding.
  • New World Advisors first reported a position in Merck in Q2 2021 and has held it in 12 quarters since.
  • New World Advisors's Merck position peaked at $800K in Q2 2021.
  • 3,833 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on New World Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.