Potentia Wealth’s Merck MRK Stock Holding History

Potentia 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	–	Sell	-3,030	Closed	-$364K	–	82
2026 Q1	$364K	Sell	3,030 -1,275	-30%	-$147K	0.14%	72
2025 Q4	$453K	Sell	4,305 -125	-3%	-$11.7K	0.17%	61
2025 Q3	$372K	Sell	4,430 -450	-9%	-$37.1K	0.14%	76
2025 Q2	$386K	Sell	4,880 -670	-12%	-$53.3K	0.22%	53
2025 Q1	$498K	Sell	5,550 -830	-13%	-$77.5K	0.23%	53
2024 Q4	$635K	Buy	+6,380	New	+$658K	0.28%	50

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

Potentia Wealth's MRK Position: Q2 2026 in Review

Potentia Wealth sold out of Merck (MRK) in Q2 2026, closing a stake of 3,030 shares — an estimated $364K sold.

Potentia Wealth first reported a position in MRK in Q4 2024 and held it in 6 quarters. The position peaked at $635K in Q4 2024. 3,847 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Potentia Wealth reported no remaining Merck position as of Q2 2026 after selling out during the quarter.
Potentia Wealth sold 3,030 Merck shares in Q2 2026, an estimated $364K.
Potentia Wealth first reported a position in Merck in Q4 2024 and held it in 6 quarters.
Potentia Wealth's Merck position peaked at $635K in Q4 2024.
3,847 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Potentia Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.