Tanglewood Legacy Advisors’s Merck MRK Stock Holding History

Tanglewood Legacy 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	$1.57M	Hold	12,210	–	–	0.51%	36
2026 Q1	$1.47M	Buy	12,210 +78	+0.6%	+$9.01K	0.53%	34
2025 Q4	$1.28M	Buy	12,132 +150	+1%	+$14.1K	0.48%	36
2025 Q3	$1.01M	Sell	11,982 -141	-1%	-$11.6K	0.39%	39
2025 Q2	$960K	Hold	12,123	–	–	0.39%	40
2025 Q1	$1.09M	Hold	12,123	–	–	0.48%	32
2024 Q4	$1.21M	Hold	12,123	–	–	0.52%	34
2024 Q3	$1.38M	Hold	12,123	–	–	0.61%	29
2024 Q2	$1.5M	Hold	12,123	–	–	0.71%	23
2024 Q1	$1.6M	Hold	12,123	–	–	0.79%	22
2023 Q4	$1.32M	Hold	12,123	–	–	0.72%	22
2023 Q3	$1.25M	Hold	12,123	–	–	0.75%	22
2023 Q2	$1.4M	Hold	12,123	–	–	0.81%	21
2023 Q1	$1.29M	Hold	12,123	–	–	0.82%	20
2022 Q4	$1.35M	Buy	+12,123	New	+$1.24M	0.96%	19

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

Tanglewood Legacy Advisors's MRK Position: Q2 2026 in Review

Tanglewood Legacy Advisors held its Merck (MRK) position steady in Q2 2026 at 12,210 shares worth $1.57M. The position accounts for 0.51% of the portfolio, ranked #36.

Tanglewood Legacy Advisors first reported a position in MRK in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.6M in Q1 2024. 3,833 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Tanglewood Legacy Advisors held 12,210 shares of Merck worth $1.57M as of Q2 2026.
Tanglewood Legacy Advisors left its Merck share count unchanged in Q2 2026.
Merck made up 0.51% of Tanglewood Legacy Advisors's portfolio in Q2 2026, its #36 holding.
Tanglewood Legacy Advisors first reported a position in Merck in Q4 2022 and has held it in 15 quarters since.
Tanglewood Legacy Advisors's Merck position peaked at $1.6M in Q1 2024.
3,833 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Tanglewood Legacy Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.