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Pine Harbor Wealth Management’s Merck MRK Stock Holding History

Pine Harbor 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 		$313K Buy
2,437
+2
+0.1% +$234 0.08% 84
2026
Q1 		$293K Buy
2,435
+2
+0.1% +$231 0.09% 82
2025
Q4 		$256K Sell
2,433
-31
-1% -$2.91K 0.08% 91
2025
Q3 		$207K Buy
+2,464
New +$203K 0.07% 105
2025
Q2 		– Sell
-2,519
Closed -$226K – 107
2025
Q1 		$226K Buy
2,519
+9
+0.4% +$840 0.09% 85
2024
Q4 		$250K Sell
2,510
-757
-23% -$78K 0.1% 84
2024
Q3 		$371K Sell
3,267
-46
-1% -$5.46K 0.18% 66
2024
Q2 		$410K Buy
3,313
+7
+0.2% +$902 0.24% 61
2024
Q1 		$436K Sell
3,306
-29
-0.9% -$3.57K 0.27% 59
2023
Q4 		$364K Buy
+3,335
New +$346K 0.28% 62

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

Pine Harbor Wealth Management's MRK Position: Q2 2026 in Review

Pine Harbor Wealth Management increased its Merck (MRK) stake by 0.08% in Q2 2026, buying an estimated $234 and bringing the position to 2,437 shares worth $313K. The position accounts for 0.08% of the portfolio, ranked #84.

Pine Harbor Wealth Management first reported a position in MRK in Q4 2023 and has held it in 10 quarters since. The position peaked at $436K in Q1 2024. 3,833 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Pine Harbor Wealth Management held 2,437 shares of Merck worth $313K as of Q2 2026.
  • Pine Harbor Wealth Management bought 2 Merck shares in Q2 2026, an estimated $234.
  • Merck made up 0.08% of Pine Harbor Wealth Management's portfolio in Q2 2026, its #84 holding.
  • Pine Harbor Wealth Management first reported a position in Merck in Q4 2023 and has held it in 10 quarters since.
  • Pine Harbor Wealth Management's Merck position peaked at $436K in Q1 2024.
  • 3,833 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Pine Harbor Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.