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Simplicity Wealth’s Merck MRK Stock Holding History

Simplicity Wealth’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 		$6.84M Buy
53,267
+9,009
+20% +$1.05M 0.23% 101
2026
Q1 		$5.32M Buy
44,258
+2,528
+6% +$292K 0.3% 77
2025
Q4 		$4.39M Sell
41,730
-709
-2% -$66.6K 0.26% 86
2025
Q3 		$3.56M Sell
42,439
-43,336
-51% -$3.57M 0.21% 113
2025
Q2 		$6.79M Buy
85,775
+52,381
+157% +$4.16M 0.28% 79
2025
Q1 		$3M Buy
33,394
+30,335
+992% +$2.83M 0.23% 103
2024
Q4 		$304K Sell
3,059
-25,062
-89% -$2.58M 0.06% 234
2024
Q3 		$3.19M Sell
28,121
-163,086
-85% -$19.4M 0.3% 77
2024
Q2 		$23.7M Buy
191,207
+90,811
+90% +$11.7M 0.53% 30
2024
Q1 		$13.2M Buy
100,396
+93,881
+1,441% +$11.6M 0.32% 63
2023
Q4 		$710K Buy
+6,515
New +$676K 0.27% 57

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

Simplicity Wealth's MRK Position: Q2 2026 in Review

Simplicity Wealth increased its Merck (MRK) stake by 20% in Q2 2026, buying an estimated $1.05M and bringing the position to 53,267 shares worth $6.84M. The position accounts for 0.23% of the portfolio, ranked #101.

Simplicity Wealth first reported a position in MRK in Q4 2023 and has held it in 11 quarters since. The position peaked at $23.7M in Q2 2024. 3,832 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Simplicity Wealth held 53,267 shares of Merck worth $6.84M as of Q2 2026.
  • Simplicity Wealth bought 9,009 Merck shares in Q2 2026, an estimated $1.05M.
  • Merck made up 0.23% of Simplicity Wealth's portfolio in Q2 2026, its #101 holding.
  • Simplicity Wealth first reported a position in Merck in Q4 2023 and has held it in 11 quarters since.
  • Simplicity Wealth's Merck position peaked at $23.7M in Q2 2024.
  • 3,832 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.