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Pacific Excel Wealth Advisors’s Merck MRK Stock Holding History

Pacific Excel 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 		$279K Buy
+2,167
New +$254K 0.11% 169

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

Pacific Excel Wealth Advisors's MRK Position: Q2 2026 in Review

Pacific Excel Wealth Advisors opened a new position in Merck (MRK) in Q2 2026: 2,167 shares worth $279K. The stake represents 0.11% of the portfolio and ranks #169 among its holdings.

3,852 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Pacific Excel Wealth Advisors held 2,167 shares of Merck worth $279K as of Q2 2026.
  • Merck was a new Pacific Excel Wealth Advisors position in Q2 2026.
  • Merck made up 0.11% of Pacific Excel Wealth Advisors's portfolio in Q2 2026, its #169 holding.
  • 3,852 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.