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Sterling Wealth Management’s Merck MRK Stock Holding History

Sterling 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 		$304K Sell
2,364
-62
-3% -$7.26K 0.08% 97
2026
Q1 		$292K Buy
2,426
+3
+0.1% +$346 0.08% 88
2025
Q4 		$255K Sell
2,423
-927
-28% -$87K 0.07% 92
2025
Q3 		$281K Sell
3,350
-80
-2% -$6.59K 0.09% 84
2025
Q2 		$272K Buy
+3,430
New +$273K 0.09% 87
2024
Q4 		$382K Sell
3,836
-400
-9% -$41.2K 0.14% 75
2024
Q3 		$481K Buy
4,236
+800
+23% +$95K 0.18% 63
2024
Q2 		$425K Sell
3,436
-8
-0.2% -$1.03K 0.2% 64
2024
Q1 		$454K Hold
3,444
– – 0.23% 56
2023
Q4 		$375K Buy
+3,444
New +$357K 0.21% 64

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

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

Sterling Wealth Management reduced its Merck (MRK) stake by 2.6% in Q2 2026, selling an estimated $7.26K and leaving 2,364 shares worth $304K. The position accounts for 0.08% of the portfolio, ranked #97.

Sterling Wealth Management first reported a position in MRK in Q4 2023 and has held it in 10 quarters since. The position peaked at $481K in Q3 2024. 3,852 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Sterling Wealth Management held 2,364 shares of Merck worth $304K as of Q2 2026.
  • Sterling Wealth Management sold 62 Merck shares in Q2 2026, an estimated $7.26K.
  • Merck made up 0.08% of Sterling Wealth Management's portfolio in Q2 2026, its #97 holding.
  • Sterling Wealth Management first reported a position in Merck in Q4 2023 and has held it in 10 quarters since.
  • Sterling Wealth Management's Merck position peaked at $481K in Q3 2024.
  • 3,852 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Sterling Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.