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Paces Ferry Wealth Advisors’s Merck MRK Stock Holding History

Paces Ferry Wealth 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 		$482K Sell
3,748
-231
-6% -$27K 0.18% 74
2026
Q1 		$479K Buy
3,979
+115
+3% +$13.3K 0.2% 67
2025
Q4 		$407K Buy
3,864
+20
+0.5% +$1.88K 0.17% 80
2025
Q3 		$323K Buy
3,844
+291
+8% +$24K 0.13% 90
2025
Q2 		$281K Buy
3,553
+330
+10% +$26.2K 0.13% 94
2025
Q1 		$289K Sell
3,223
-221
-6% -$20.6K 0.14% 93
2024
Q4 		$343K Sell
3,444
-647
-16% -$66.7K 0.17% 80
2024
Q3 		$465K Sell
4,091
-19
-0.5% -$2.26K 0.27% 61
2024
Q2 		$509K Sell
4,110
-36
-0.9% -$4.64K 0.31% 57
2024
Q1 		$547K Sell
4,146
-85
-2% -$10.5K 0.35% 55
2023
Q4 		$461K Buy
4,231
+141
+3% +$14.6K 0.32% 60
2023
Q3 		$421K Sell
4,090
-19
-0.5% -$2.05K 0.33% 61
2023
Q2 		$474K Buy
4,109
+201
+5% +$22.8K 0.36% 56
2023
Q1 		$416K Buy
3,908
+70
+2% +$7.56K 0.34% 64
2022
Q4 		$426K Hold
3,838
– – 0.41% 57
2022
Q3 		$331K Buy
3,838
+249
+7% +$22.2K 0.36% 64
2022
Q2 		$327K Buy
3,589
+48
+1% +$4.25K 0.32% 71
2022
Q1 		$291K Buy
3,541
+139
+4% +$11K 0.23% 87
2021
Q4 		$261K Sell
3,402
-275
-7% -$21.9K 0.19% 94
2021
Q3 		$276K Buy
3,677
+67
+2% +$5.1K 0.22% 94
2021
Q2 		$281K Sell
3,610
-201
-5% -$14.9K 0.21% 93
2021
Q1 		$280K Buy
3,811
+300
+9% +$22.1K 0.24% 90
2020
Q4 		$274K Sell
3,511
-587
-14% -$44.9K 0.25% 81
2020
Q3 		$324K Buy
+4,098
New +$321K 0.28% 70

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

Paces Ferry Wealth Advisors's MRK Position: Q2 2026 in Review

Paces Ferry Wealth Advisors reduced its Merck (MRK) stake by 5.8% in Q2 2026, selling an estimated $27K and leaving 3,748 shares worth $482K. The position accounts for 0.18% of the portfolio, ranked #74.

Paces Ferry Wealth Advisors first reported a position in MRK in Q3 2020 and has held it in 24 quarters since. The position peaked at $547K in Q1 2024. 3,852 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Paces Ferry Wealth Advisors held 3,748 shares of Merck worth $482K as of Q2 2026.
  • Paces Ferry Wealth Advisors sold 231 Merck shares in Q2 2026, an estimated $27K.
  • Merck made up 0.18% of Paces Ferry Wealth Advisors's portfolio in Q2 2026, its #74 holding.
  • Paces Ferry Wealth Advisors first reported a position in Merck in Q3 2020 and has held it in 24 quarters since.
  • Paces Ferry Wealth Advisors's Merck position peaked at $547K in Q1 2024.
  • 3,852 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Paces Ferry Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.