OWP
MRK icon

ORG Wealth Partners’s Merck MRK Stock Holding History

ORG Wealth Partners’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 		$340K Hold
2,647
– – 0.05% 192
2026
Q1 		$318K Sell
2,647
-66
-2% -$7.62K 0.06% 172
2025
Q4 		$286K Sell
2,713
-455
-14% -$42.7K 0.07% 167
2025
Q3 		$266K Buy
3,168
+2,315
+271% +$191K 0.06% 176
2025
Q2 		$69.5K Buy
853
+222
+35% +$17.6K 0.02% 305
2025
Q1 		$55.2K Buy
631
+575
+1,027% +$53.7K 0.02% 339
2024
Q4 		$5.57K Buy
56
+5
+10% +$515 ﹤0.01% 410
2024
Q3 		$5.79K Buy
+51
New +$6.06K ﹤0.01% 393

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

ORG Wealth Partners's MRK Position: Q2 2026 in Review

ORG Wealth Partners held its Merck (MRK) position steady in Q2 2026 at 2,647 shares worth $340K. The position accounts for 0.05% of the portfolio, ranked #192.

ORG Wealth Partners first reported a position in MRK in Q3 2024 and has held it in 8 quarters since. 3,852 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • ORG Wealth Partners held 2,647 shares of Merck worth $340K as of Q2 2026.
  • ORG Wealth Partners left its Merck share count unchanged in Q2 2026.
  • Merck made up 0.05% of ORG Wealth Partners's portfolio in Q2 2026, its #192 holding.
  • ORG Wealth Partners first reported a position in Merck in Q3 2024 and has held it in 8 quarters since.
  • 3,852 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.