SWA
MRK icon

Strata Wealth Advisors’s Merck MRK Stock Holding History

Strata Wealth Advisors’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 		$623K Buy
4,849
+178
+4% +$20.8K 0.15% 51
2026
Q1 		$562K Buy
4,671
+25
+0.5% +$2.89K 0.15% 48
2025
Q4 		$489K Sell
4,646
-552
-11% -$51.8K 0.14% 50
2025
Q3 		$436K Buy
5,198
+2,286
+79% +$188K 0.12% 62
2025
Q2 		$231K Buy
+2,912
New +$231K 0.06% 75
2025
Q1 		– Sell
-2,501
Closed -$249K – 74
2024
Q4 		$249K Buy
+2,501
New +$258K 0.08% 71
2024
Q3 		– Sell
-3,268
Closed -$405K – 78
2024
Q2 		$405K Buy
+3,268
New +$421K 0.14% 51

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

Strata Wealth Advisors's MRK Position: Q2 2026 in Review

Strata Wealth Advisors increased its Merck (MRK) stake by 3.8% in Q2 2026, buying an estimated $20.8K and bringing the position to 4,849 shares worth $623K. The position accounts for 0.15% of the portfolio, ranked #51.

Strata Wealth Advisors first reported a position in MRK in Q2 2024 and has held it in 7 quarters since. 3,833 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Strata Wealth Advisors held 4,849 shares of Merck worth $623K as of Q2 2026.
  • Strata Wealth Advisors bought 178 Merck shares in Q2 2026, an estimated $20.8K.
  • Merck made up 0.15% of Strata Wealth Advisors's portfolio in Q2 2026, its #51 holding.
  • Strata Wealth Advisors first reported a position in Merck in Q2 2024 and has held it in 7 quarters since.
  • 3,833 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Strata Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.