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Sendero Wealth Management’s Merck MRK Stock Holding History

Sendero Wealth Management’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 		$928K Buy
7,221
+2,380
+49% +$279K 0.09% 130
2026
Q1 		$582K Sell
4,841
-2,004
-29% -$231K 0.06% 150
2025
Q4 		$720K Sell
6,845
-63
-0.9% -$5.91K 0.08% 132
2025
Q3 		$580K Buy
6,908
+987
+17% +$81.3K 0.07% 137
2025
Q2 		$469K Buy
5,921
+414
+8% +$32.9K 0.06% 148
2025
Q1 		$494K Buy
5,507
+421
+8% +$39.3K 0.07% 137
2024
Q4 		$506K Buy
5,086
+451
+10% +$46.5K 0.08% 126
2024
Q3 		$526K Buy
4,635
+188
+4% +$22.3K 0.08% 119
2024
Q2 		$551K Buy
4,447
+25
+0.6% +$3.22K 0.09% 115
2024
Q1 		$583K Buy
4,422
+533
+14% +$65.7K 0.1% 114
2023
Q4 		$424K Hold
3,889
– – 0.08% 129
2023
Q3 		$400K Sell
3,889
-629
-14% -$67.8K 0.09% 123
2023
Q2 		$521K Buy
+4,518
New +$513K 0.11% 107

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

Sendero Wealth Management's MRK Position: Q2 2026 in Review

Sendero Wealth Management increased its Merck (MRK) stake by 49% in Q2 2026, buying an estimated $279K and bringing the position to 7,221 shares worth $928K. The position accounts for 0.09% of the portfolio, ranked #130.

Sendero Wealth Management first reported a position in MRK in Q2 2023 and has held it in 13 quarters since. 3,847 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Sendero Wealth Management held 7,221 shares of Merck worth $928K as of Q2 2026.
  • Sendero Wealth Management bought 2,380 Merck shares in Q2 2026, an estimated $279K.
  • Merck made up 0.09% of Sendero Wealth Management's portfolio in Q2 2026, its #130 holding.
  • Sendero Wealth Management first reported a position in Merck in Q2 2023 and has held it in 13 quarters since.
  • 3,847 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Sendero Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.