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Redwood Wealth Management Group’s Merck MRK Stock Holding History

Redwood Wealth Management Group’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
-12,872
Closed -$1.55M – 70
2026
Q1 		$1.55M Sell
12,872
-29
-0.2% -$3.35K 0.67% 43
2025
Q4 		$1.36M Sell
12,901
-228
-2% -$21.4K 0.57% 44
2025
Q3 		$1.1M Sell
13,129
-1,348
-9% -$111K 0.47% 50
2025
Q2 		$1.15M Sell
14,477
-345
-2% -$27.4K 0.51% 47
2025
Q1 		$1.33M Buy
14,822
+204
+1% +$19K 0.68% 42
2024
Q4 		$1.45M Sell
14,618
-144
-1% -$14.8K 0.71% 37
2024
Q3 		$1.68M Sell
14,762
-67
-0.5% -$7.96K 0.83% 34
2024
Q2 		$1.84M Sell
14,829
-116
-0.8% -$14.9K 1.38% 17
2024
Q1 		$1.97M Sell
14,945
-569
-4% -$70.1K 2.09% 13
2023
Q4 		$1.69M Sell
15,514
-461
-3% -$47.9K 1.88% 14
2023
Q3 		$1.64M Sell
15,975
-248
-2% -$26.7K 1.92% 13
2023
Q2 		$1.87M Buy
16,223
+385
+2% +$43.7K 2.08% 12
2023
Q1 		$1.69M Buy
15,838
+161
+1% +$17.4K 1.91% 13
2022
Q4 		$1.74M Buy
+15,677
New +$1.6M 2.17% 10

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

Redwood Wealth Management Group's MRK Position: Q2 2026 in Review

Redwood Wealth Management Group sold out of Merck (MRK) in Q2 2026, closing a stake of 12,872 shares — an estimated $1.55M sold.

Redwood Wealth Management Group first reported a position in MRK in Q4 2022 and held it in 14 quarters. The position peaked at $1.97M in Q1 2024. 3,852 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Redwood Wealth Management Group reported no remaining Merck position as of Q2 2026 after selling out during the quarter.
  • Redwood Wealth Management Group sold 12,872 Merck shares in Q2 2026, an estimated $1.55M.
  • Redwood Wealth Management Group first reported a position in Merck in Q4 2022 and held it in 14 quarters.
  • Redwood Wealth Management Group's Merck position peaked at $1.97M in Q1 2024.
  • 3,852 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Redwood Wealth Management Group's 13F filing for Q2 2026.