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Sound View Wealth Advisors Group’s Merck MRK Stock Holding History

Sound View Wealth Advisors Group’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 		$7.98M Sell
62,066
-2,450
-4% -$287K 0.5% 55
2026
Q1 		$7.76M Buy
64,516
+235
+0.4% +$27.1K 0.53% 49
2025
Q4 		$6.77M Buy
64,281
+499
+0.8% +$46.8K 0.45% 53
2025
Q3 		$5.35M Buy
63,782
+693
+1% +$57.1K 0.37% 63
2025
Q2 		$4.99M Buy
63,089
+9,132
+17% +$726K 0.37% 66
2025
Q1 		$4.84M Buy
53,957
+1,967
+4% +$184K 0.4% 61
2024
Q4 		$5.17M Buy
51,990
+380
+0.7% +$39.2K 0.42% 57
2024
Q3 		$5.86M Buy
51,610
+3,121
+6% +$371K 0.48% 52
2024
Q2 		$6M Buy
48,489
+111
+0.2% +$14.3K 0.62% 46
2024
Q1 		$6.38M Sell
48,378
-2,911
-6% -$359K 0.68% 42
2023
Q4 		$5.59M Sell
51,289
-17
-0% -$1.76K 0.62% 42
2023
Q3 		$5.28M Buy
51,306
+1,650
+3% +$178K 0.66% 40
2023
Q2 		$5.73M Sell
49,656
-8,025
-14% -$911K 0.75% 37
2023
Q1 		$6.14M Buy
57,681
+6,392
+12% +$690K 0.84% 33
2022
Q4 		$5.59M Buy
51,289
+5,178
+11% +$529K 0.62% 42
2022
Q3 		$3.97M Sell
46,111
-814
-2% -$72.7K 0.89% 32
2022
Q2 		$4.28M Sell
46,925
-790
-2% -$70K 0.9% 33
2022
Q1 		$3.92M Sell
47,715
-87
-0.2% -$6.86K 0.74% 37
2021
Q4 		$3.66M Buy
47,802
+1,739
+4% +$139K 0.69% 40
2021
Q3 		$3.46M Buy
46,063
+35
+0.1% +$2.66K 0.72% 40
2021
Q2 		$3.58M Sell
46,028
-5,558
-11% -$413K 0.75% 41
2021
Q1 		$3.79M Sell
51,586
-2,704
-5% -$199K 0.88% 35
2020
Q4 		$4.24M Sell
54,290
-2,502
-4% -$191K 1.04% 30
2020
Q3 		$4.5M Sell
56,792
-1,087
-2% -$85.1K 1.18% 23
2020
Q2 		$4.27M Buy
57,879
+887
+2% +$66.8K 1.2% 24
2020
Q1 		$4.18M Buy
56,992
+2,511
+5% +$197K 1.45% 18
2019
Q4 		$4.73M Sell
54,481
-398
-0.7% -$32.7K 1.33% 19
2019
Q3 		$4.41M Buy
54,879
+277
+0.5% +$22.2K 1.31% 18
2019
Q2 		$4.37M Buy
+54,602
New +$4.18M 1.29% 17

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

Sound View Wealth Advisors Group's MRK Position: Q2 2026 in Review

Sound View Wealth Advisors Group reduced its Merck (MRK) stake by 3.8% in Q2 2026, selling an estimated $287K and leaving 62,066 shares worth $7.98M. The position accounts for 0.5% of the portfolio, ranked #55.

Sound View Wealth Advisors Group first reported a position in MRK in Q2 2019 and has held it in 29 quarters since. 3,845 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Sound View Wealth Advisors Group held 62,066 shares of Merck worth $7.98M as of Q2 2026.
  • Sound View Wealth Advisors Group sold 2,450 Merck shares in Q2 2026, an estimated $287K.
  • Merck made up 0.5% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #55 holding.
  • Sound View Wealth Advisors Group first reported a position in Merck in Q2 2019 and has held it in 29 quarters since.
  • 3,845 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.