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Prevail Innovative Wealth Advisors’s Merck MRK Stock Holding History

Prevail Innovative 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 		$3.79M Buy
29,458
+9,145
+45% +$1.07M 0.56% 65
2026
Q1 		$2.44M Buy
+20,313
New +$2.35M 0.41% 79
2024
Q1 		– Sell
-16,983
Closed -$1.85M – 178
2023
Q4 		$1.85M Buy
16,983
+3,818
+29% +$396K 0.88% 45
2023
Q3 		$1.36M Buy
+13,165
New +$1.42M 0.7% 60

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

Prevail Innovative Wealth Advisors's MRK Position: Q2 2026 in Review

Prevail Innovative Wealth Advisors increased its Merck (MRK) stake by 45% in Q2 2026, buying an estimated $1.07M and bringing the position to 29,458 shares worth $3.79M. The position accounts for 0.56% of the portfolio, ranked #65.

Prevail Innovative Wealth Advisors first reported a position in MRK in Q3 2023 and has held it in 4 quarters since. 3,832 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Prevail Innovative Wealth Advisors held 29,458 shares of Merck worth $3.79M as of Q2 2026.
  • Prevail Innovative Wealth Advisors bought 9,145 Merck shares in Q2 2026, an estimated $1.07M.
  • Merck made up 0.56% of Prevail Innovative Wealth Advisors's portfolio in Q2 2026, its #65 holding.
  • Prevail Innovative Wealth Advisors first reported a position in Merck in Q3 2023 and has held it in 4 quarters since.
  • 3,832 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.