SWM
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SHP Wealth Management’s Merck MRK Stock Holding History

SHP 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 		$871K Buy
6,781
+501
+8% +$58.6K 0.06% 111
2026
Q1 		$755K Buy
6,280
+243
+4% +$28.1K 0.06% 115
2025
Q4 		$636K Buy
+6,037
New +$567K 0.05% 121

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

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

SHP Wealth Management increased its Merck (MRK) stake by 8% in Q2 2026, buying an estimated $58.6K and bringing the position to 6,781 shares worth $871K. The position accounts for 0.06% of the portfolio, ranked #111.

SHP Wealth Management first reported a position in MRK in Q4 2025 and has held it in 3 quarters since. 3,850 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • SHP Wealth Management held 6,781 shares of Merck worth $871K as of Q2 2026.
  • SHP Wealth Management bought 501 Merck shares in Q2 2026, an estimated $58.6K.
  • Merck made up 0.06% of SHP Wealth Management's portfolio in Q2 2026, its #111 holding.
  • SHP Wealth Management first reported a position in Merck in Q4 2025 and has held it in 3 quarters since.
  • 3,850 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.