Portus Wealth Advisors’s Merck MRK Stock Holding History

Portus 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	–	Sell	-80	Closed	-$9.62K	–	349
2026 Q1	$9.62K	Buy	+80	New	+$9.24K	0.01%	134

Other funds holding MRK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Portus Wealth Advisors's MRK Position: Q2 2026 in Review

Portus Wealth Advisors sold out of Merck (MRK) in Q2 2026, closing a stake of 80 shares — an estimated $9.62K sold.

Portus Wealth Advisors first reported a position in MRK in Q1 2026 and held it in 1 quarter. The position peaked at $9.62K in Q1 2026. 3,818 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Portus Wealth Advisors reported no remaining Merck position as of Q2 2026 after selling out during the quarter.
Portus Wealth Advisors sold 80 Merck shares in Q2 2026, an estimated $9.62K.
Portus Wealth Advisors first reported a position in Merck in Q1 2026 and held it in 1 quarter.
Portus Wealth Advisors's Merck position peaked at $9.62K in Q1 2026.
3,818 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Portus Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.