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Paragon Private Wealth Management’s Merck MRK Stock Holding History

Paragon Private Wealth Management’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 		$455K Buy
3,545
+2
+0.1% +$234 0.12% 156
2026
Q1 		$426K Buy
3,543
+302
+9% +$34.9K 0.13% 154
2025
Q4 		$341K Buy
3,241
+170
+6% +$16K 0.1% 167
2025
Q3 		$258K Buy
+3,071
New +$253K 0.08% 196

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 $3.37T AUM 44.26% 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

Paragon Private Wealth Management's MRK Position: Q2 2026 in Review

Paragon Private Wealth Management increased its Merck (MRK) stake by 0.06% in Q2 2026, buying an estimated $234 and bringing the position to 3,545 shares worth $455K. The position accounts for 0.12% of the portfolio, ranked #156.

Paragon Private Wealth Management first reported a position in MRK in Q3 2025 and has held it in 4 quarters since. 3,841 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Paragon Private Wealth Management held 3,545 shares of Merck worth $455K as of Q2 2026.
  • Paragon Private Wealth Management bought 2 Merck shares in Q2 2026, an estimated $234.
  • Merck made up 0.12% of Paragon Private Wealth Management's portfolio in Q2 2026, its #156 holding.
  • Paragon Private Wealth Management first reported a position in Merck in Q3 2025 and has held it in 4 quarters since.
  • 3,841 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Paragon Private Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.