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Principia Wealth Advisory’s Merck MRK Stock Holding History

Principia Wealth Advisory’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 		$130K Buy
1,013
+50
+5% +$5.85K 0.06% 94
2026
Q1 		$116K Buy
963
+35
+4% +$4.04K 0.07% 96
2025
Q4 		$97.6K Buy
928
+40
+5% +$3.75K 0.06% 105
2025
Q3 		$74.6K Buy
888
+3
+0.3% +$247 0.05% 105
2025
Q2 		$70K Buy
885
+52
+6% +$4.13K 0.06% 99
2025
Q1 		$68.2K Buy
833
+12
+1% +$1.12K 0.07% 81
2024
Q4 		$81.7K Buy
+821
New +$84.6K 0.08% 73

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

Principia Wealth Advisory's MRK Position: Q2 2026 in Review

Principia Wealth Advisory increased its Merck (MRK) stake by 5.2% in Q2 2026, buying an estimated $5.85K and bringing the position to 1,013 shares worth $130K. The position accounts for 0.06% of the portfolio, ranked #94.

Principia Wealth Advisory first reported a position in MRK in Q4 2024 and has held it in 7 quarters since. 3,852 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Principia Wealth Advisory held 1,013 shares of Merck worth $130K as of Q2 2026.
  • Principia Wealth Advisory bought 50 Merck shares in Q2 2026, an estimated $5.85K.
  • Merck made up 0.06% of Principia Wealth Advisory's portfolio in Q2 2026, its #94 holding.
  • Principia Wealth Advisory first reported a position in Merck in Q4 2024 and has held it in 7 quarters since.
  • 3,852 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.