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Summit Wealth Group (Colorado)’s Merck MRK Stock Holding History

Summit Wealth Group (Colorado)’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 		$743K Sell
5,779
-556
-9% -$65.1K 0.06% 163
2026
Q1 		$762K Buy
6,335
+1,379
+28% +$159K 0.08% 133
2025
Q4 		$522K Sell
4,956
-9,275
-65% -$871K 0.07% 139
2025
Q3 		$1.47M Buy
14,231
+9,491
+200% +$782K 0.16% 116
2025
Q2 		$379K Buy
+4,740
New +$377K 0.1% 157

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

Summit Wealth Group (Colorado)'s MRK Position: Q2 2026 in Review

Summit Wealth Group (Colorado) reduced its Merck (MRK) stake by 8.8% in Q2 2026, selling an estimated $65.1K and leaving 5,779 shares worth $743K. The position accounts for 0.06% of the portfolio, ranked #163.

Summit Wealth Group (Colorado) first reported a position in MRK in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.47M in Q3 2025. 3,847 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Summit Wealth Group (Colorado) held 5,779 shares of Merck worth $743K as of Q2 2026.
  • Summit Wealth Group (Colorado) sold 556 Merck shares in Q2 2026, an estimated $65.1K.
  • Merck made up 0.06% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #163 holding.
  • Summit Wealth Group (Colorado) first reported a position in Merck in Q2 2025 and has held it in 5 quarters since.
  • Summit Wealth Group (Colorado)'s Merck position peaked at $1.47M in Q3 2025.
  • 3,847 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.