RWP
MRK icon

Ridgecrest Wealth Partners’s Merck MRK Stock Holding History

Ridgecrest Wealth Partners’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 		$900K Buy
7,002
+164
+2% +$19.2K 0.43% 45
2026
Q1 		$823K Hold
6,838
– – 0.45% 45
2025
Q4 		$720K Sell
6,838
-3,478
-34% -$326K 0.39% 46
2025
Q3 		$866K Buy
10,316
+1
+0% +$82 0.39% 51
2025
Q2 		$817K Sell
10,315
-583
-5% -$46.3K 0.43% 47
2025
Q1 		$978K Buy
10,898
+501
+5% +$46.8K 0.51% 39
2024
Q4 		$1.03M Sell
10,397
-1,261
-11% -$130K 0.56% 35
2024
Q3 		$1.32M Buy
11,658
+386
+3% +$45.9K 0.69% 32
2024
Q2 		$1.4M Hold
11,272
– – 0.84% 25
2024
Q1 		$1.49M Hold
11,272
– – 0.89% 25
2023
Q4 		$1.23M Sell
11,272
-3
-0% -$311 0.81% 29
2023
Q3 		$1.16M Sell
11,275
-250
-2% -$26.9K 0.81% 29
2023
Q2 		$1.33M Buy
11,525
+454
+4% +$51.5K 0.88% 25
2023
Q1 		$1.18M Hold
11,071
– – 0.84% 29
2022
Q4 		$1.23M Sell
11,071
-50
-0.4% -$5.11K 0.93% 27
2022
Q3 		$958K Sell
11,121
-8,700
-44% -$777K 0.78% 32
2022
Q2 		$1.81M Sell
19,821
-473
-2% -$41.9K 1.31% 20
2022
Q1 		$1.67M Sell
20,294
-410
-2% -$32.3K 1.06% 26
2021
Q4 		$1.59M Buy
20,704
+350
+2% +$27.9K 0.77% 30
2021
Q3 		$1.53M Buy
20,354
+88
+0.4% +$6.69K 0.83% 31
2021
Q2 		$1.58M Buy
20,266
+209
+1% +$15.5K 0.98% 29
2021
Q1 		$1.48M Buy
+20,057
New +$1.48M 1.41% 22

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

Ridgecrest Wealth Partners's MRK Position: Q2 2026 in Review

Ridgecrest Wealth Partners increased its Merck (MRK) stake by 2.4% in Q2 2026, buying an estimated $19.2K and bringing the position to 7,002 shares worth $900K. The position accounts for 0.43% of the portfolio, ranked #45.

Ridgecrest Wealth Partners first reported a position in MRK in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.81M in Q2 2022. 3,824 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Ridgecrest Wealth Partners held 7,002 shares of Merck worth $900K as of Q2 2026.
  • Ridgecrest Wealth Partners bought 164 Merck shares in Q2 2026, an estimated $19.2K.
  • Merck made up 0.43% of Ridgecrest Wealth Partners's portfolio in Q2 2026, its #45 holding.
  • Ridgecrest Wealth Partners first reported a position in Merck in Q1 2021 and has held it in 22 quarters since.
  • Ridgecrest Wealth Partners's Merck position peaked at $1.81M in Q2 2022.
  • 3,824 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Ridgecrest Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.