NWF Advisory Services’s Merck MRK Stock Holding History

NWF Advisory Services’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	$1.9M	Buy	14,785 +217	+1%	+$25.4K	0.18%	95
2026 Q1	$1.75M	Sell	14,568 -1,797	-11%	-$207K	0.2%	94
2025 Q4	$1.72M	Buy	16,365 +1,247	+8%	+$117K	0.19%	90
2025 Q3	$1.27M	Sell	15,118 -1,732	-10%	-$143K	0.14%	116
2025 Q2	$1.33M	Buy	16,850 +8,777	+109%	+$698K	0.16%	107
2025 Q1	$725K	Sell	8,073 -501	-6%	-$46.8K	0.1%	135
2024 Q4	$860K	Sell	8,574 -5,282	-38%	-$545K	0.13%	96
2024 Q3	$1.57M	Buy	13,856 +1,780	+15%	+$211K	0.23%	81
2024 Q2	$1.5M	Sell	12,076 -71	-0.6%	-$9.15K	0.24%	73
2024 Q1	$1.6M	Buy	12,147 +284	+2%	+$35K	0.27%	70
2023 Q4	$1.29M	Buy	11,863 +1,536	+15%	+$159K	0.26%	77
2023 Q3	$1.06M	Buy	10,327 +83	+0.8%	+$8.95K	0.25%	79
2023 Q2	$1.18M	Hold	10,244	–	–	0.27%	73
2023 Q1	$1.18M	Buy	+10,244	New	+$1.11M	0.27%	73

Other funds holding MRK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

NWF Advisory Services's MRK Position: Q2 2026 in Review

NWF Advisory Services increased its Merck (MRK) stake by 1.5% in Q2 2026, buying an estimated $25.4K and bringing the position to 14,785 shares worth $1.9M. The position accounts for 0.18% of the portfolio, ranked #95.

NWF Advisory Services first reported a position in MRK in Q1 2023 and has held it in 14 quarters since. 3,833 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

NWF Advisory Services held 14,785 shares of Merck worth $1.9M as of Q2 2026.
NWF Advisory Services bought 217 Merck shares in Q2 2026, an estimated $25.4K.
Merck made up 0.18% of NWF Advisory Services's portfolio in Q2 2026, its #95 holding.
NWF Advisory Services first reported a position in Merck in Q1 2023 and has held it in 14 quarters since.
3,833 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on NWF Advisory Services's 13F filing for Q2 2026, filed 29 Jul 2026.