Spectrum Wealth Advisory Group’s Merck MRK Stock Holding History

Spectrum Wealth Advisory 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	$122K	Buy	+952	New	+$111K	0.03%	95
2023 Q1	–	Sell	-1,866	Closed	-$207K	–	32
2022 Q4	$207K	Buy	+1,866	New	+$191K	0.29%	30
2021 Q1	–	Sell	-2,810	Closed	-$219K	–	42
2020 Q4	$219K	Sell	2,810 -3,067	-52%	-$235K	0.25%	32
2020 Q3	$464K	Buy	+5,877	New	+$460K	0.3%	30

Other funds holding MRK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Spectrum Wealth Advisory Group's MRK Position: Q2 2026 in Review

Spectrum Wealth Advisory Group opened a new position in Merck (MRK) in Q2 2026: 952 shares worth $122K. The stake represents 0.03% of the portfolio and ranks #95 among its holdings. This is a return to the name: Spectrum Wealth Advisory Group previously reported a position in MRK as recently as Q4 2022.

Spectrum Wealth Advisory Group first reported a position in MRK in Q3 2020 and has held it in 4 quarters since. The position peaked at $464K in Q3 2020. 3,841 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Spectrum Wealth Advisory Group held 952 shares of Merck worth $122K as of Q2 2026.
Merck was a new Spectrum Wealth Advisory Group position in Q2 2026.
Merck made up 0.03% of Spectrum Wealth Advisory Group's portfolio in Q2 2026, its #95 holding.
Spectrum Wealth Advisory Group first reported a position in Merck in Q3 2020 and has held it in 4 quarters since.
Spectrum Wealth Advisory Group's Merck position peaked at $464K in Q3 2020.
3,841 funds tracked by Wall St. Rank held Merck as of Q2 2026.

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