TWP
MRK icon

Triad Wealth Partners’s Merck MRK Stock Holding History

Triad Wealth Partners’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 Buy
12,270
+5,584
+84% +$654K 0.09% 149
2026
Q1 		$804K Buy
6,686
+851
+15% +$98.2K 0.06% 200
2025
Q4 		$614K Buy
5,835
+1,068
+22% +$100K 0.06% 224
2025
Q3 		$400K Buy
4,767
+996
+26% +$82K 0.05% 238
2025
Q2 		$299K Sell
3,771
-161
-4% -$12.8K 0.06% 217
2025
Q1 		$353K Buy
3,932
+116
+3% +$10.8K 0.11% 138
2024
Q4 		$380K Buy
+3,816
New +$393K 0.14% 115
2024
Q3 		– Sell
-2,593
Closed -$321K – 581
2024
Q2 		$321K Buy
2,593
+548
+27% +$70.6K 0.17% 60
2024
Q1 		$270K Buy
+2,045
New +$252K 0.21% 47

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

Triad Wealth Partners's MRK Position: Q2 2026 in Review

Triad Wealth Partners increased its Merck (MRK) stake by 84% in Q2 2026, buying an estimated $654K and bringing the position to 12,270 shares worth $1.57M. The position accounts for 0.09% of the portfolio, ranked #149.

Triad Wealth Partners first reported a position in MRK in Q1 2024 and has held it in 9 quarters since. 3,844 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Triad Wealth Partners held 12,270 shares of Merck worth $1.57M as of Q2 2026.
  • Triad Wealth Partners bought 5,584 Merck shares in Q2 2026, an estimated $654K.
  • Merck made up 0.09% of Triad Wealth Partners's portfolio in Q2 2026, its #149 holding.
  • Triad Wealth Partners first reported a position in Merck in Q1 2024 and has held it in 9 quarters since.
  • 3,844 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.