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Pasadena Private Wealth’s Merck MRK Stock Holding History

Pasadena Private Wealth’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 		$58.7K Hold
2,500
– – 0.01% 271
2026
Q1 		$59.5K Hold
2,500
– – 0.01% 240
2025
Q4 		$45.3K Buy
+2,500
New +$235K 0.01% 240

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

Pasadena Private Wealth's MRK Position: Q2 2026 in Review

Pasadena Private Wealth held its Merck (MRK) position steady in Q2 2026 at 2,615 shares worth $336K. The position accounts for 0.04% of the portfolio, ranked #172.

Pasadena Private Wealth first reported a position in MRK in Q1 2019 and has held it in 30 quarters since. The position peaked at $437K in Q1 2024. 3,852 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Pasadena Private Wealth held 2,615 shares of Merck worth $336K as of Q2 2026.
  • Pasadena Private Wealth left its Merck share count unchanged in Q2 2026.
  • Merck made up 0.04% of Pasadena Private Wealth's portfolio in Q2 2026, its #172 holding.
  • Pasadena Private Wealth first reported a position in Merck in Q1 2019 and has held it in 30 quarters since.
  • Pasadena Private Wealth's Merck position peaked at $437K in Q1 2024.
  • 3,852 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Pasadena Private Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.