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One Charles Private Wealth Services’s Merck MRK Stock Holding History

One Charles Private Wealth 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 		$500K Buy
3,893
+12
+0.3% +$1.41K 0.12% 94
2026
Q1 		$467K Buy
3,881
+403
+12% +$46.5K 0.12% 93
2025
Q4 		$366K Buy
3,478
+14
+0.4% +$1.31K 0.09% 111
2025
Q3 		$291K Buy
3,464
+111
+3% +$9.14K 0.08% 129
2025
Q2 		$265K Sell
3,353
-127
-4% -$10.1K 0.07% 132
2025
Q1 		$312K Buy
3,480
+78
+2% +$7.28K 0.1% 105
2024
Q4 		$338K Sell
3,402
-7
-0.2% -$722 0.11% 98
2024
Q3 		$387K Buy
3,409
+2
+0.1% +$238 0.15% 93
2024
Q2 		$422K Buy
3,407
+2
+0.1% +$258 0.18% 86
2024
Q1 		$449K Buy
3,405
+266
+8% +$32.8K 0.2% 83
2023
Q4 		$342K Buy
3,139
+3
+0.1% +$311 0.18% 95
2023
Q3 		$323K Sell
3,136
-198
-6% -$21.3K 0.19% 83
2023
Q2 		$385K Sell
3,334
-25
-0.7% -$2.84K 0.22% 78
2023
Q1 		$357K Sell
3,359
-310
-8% -$33.5K 0.22% 81
2022
Q4 		$407K Sell
3,669
-13
-0.4% -$1.33K 0.26% 67
2022
Q3 		$317K Buy
3,682
+2
+0.1% +$179 0.21% 83
2022
Q2 		$345K Buy
3,680
+246
+7% +$21.8K 0.23% 81
2022
Q1 		$282K Buy
3,434
+45
+1% +$3.55K 0.18% 90
2021
Q4 		$260K Buy
3,389
+2
+0.1% +$159 0.15% 102
2021
Q3 		$254K Buy
3,387
+3
+0.1% +$228 0.15% 102
2021
Q2 		$263K Buy
+3,384
New +$252K 0.18% 95
2020
Q3 		– Sell
-3,388
Closed -$262K – 66
2020
Q2 		$262K Buy
+3,388
New +$255K 0.14% 73

Other funds holding MRK

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

One Charles Private Wealth Services's MRK Position: Q2 2026 in Review

One Charles Private Wealth Services increased its Merck (MRK) stake by 0.31% in Q2 2026, buying an estimated $1.41K and bringing the position to 3,893 shares worth $500K. The position accounts for 0.12% of the portfolio, ranked #94.

One Charles Private Wealth Services first reported a position in MRK in Q2 2020 and has held it in 22 quarters since. 711 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • One Charles Private Wealth Services held 3,893 shares of Merck worth $500K as of Q2 2026.
  • One Charles Private Wealth Services bought 12 Merck shares in Q2 2026, an estimated $1.41K.
  • Merck made up 0.12% of One Charles Private Wealth Services's portfolio in Q2 2026, its #94 holding.
  • One Charles Private Wealth Services first reported a position in Merck in Q2 2020 and has held it in 22 quarters since.
  • 711 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on One Charles Private Wealth Services's 13F filing for Q2 2026, filed 15 Jul 2026.