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Schneider Downs Wealth Management Advisors’s Merck MRK Stock Holding History

Schneider Downs Wealth Management 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 		$394K Buy
3,068
+37
+1% +$4.33K 0.04% 118
2026
Q1 		$365K Sell
3,031
-6
-0.2% -$693 0.04% 114
2025
Q4 		$320K Buy
3,037
+76
+3% +$7.13K 0.04% 121
2025
Q3 		$249K Buy
2,961
+400
+16% +$32.9K 0.03% 134
2025
Q2 		$203K Sell
2,561
-438
-15% -$34.8K 0.03% 142
2025
Q1 		$269K Sell
2,999
-494
-14% -$46.1K 0.05% 121
2024
Q4 		$347K Sell
3,493
-67
-2% -$6.91K 0.07% 103
2024
Q3 		$404K Buy
3,560
+38
+1% +$4.51K 0.08% 97
2024
Q2 		$436K Sell
3,522
-469
-12% -$60.4K 0.1% 87
2024
Q1 		$527K Buy
+3,991
New +$492K 0.12% 74
2020
Q4 		– Sell
-3,123
Closed -$247K – 102
2020
Q3 		$247K Buy
+3,123
New +$245K 0.08% 89

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

Schneider Downs Wealth Management Advisors's MRK Position: Q2 2026 in Review

Schneider Downs Wealth Management Advisors increased its Merck (MRK) stake by 1.2% in Q2 2026, buying an estimated $4.33K and bringing the position to 3,068 shares worth $394K. The position accounts for 0.04% of the portfolio, ranked #118.

Schneider Downs Wealth Management Advisors first reported a position in MRK in Q3 2020 and has held it in 11 quarters since. The position peaked at $527K in Q1 2024. 3,844 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Schneider Downs Wealth Management Advisors held 3,068 shares of Merck worth $394K as of Q2 2026.
  • Schneider Downs Wealth Management Advisors bought 37 Merck shares in Q2 2026, an estimated $4.33K.
  • Merck made up 0.04% of Schneider Downs Wealth Management Advisors's portfolio in Q2 2026, its #118 holding.
  • Schneider Downs Wealth Management Advisors first reported a position in Merck in Q3 2020 and has held it in 11 quarters since.
  • Schneider Downs Wealth Management Advisors's Merck position peaked at $527K in Q1 2024.
  • 3,844 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.