TriaGen Wealth Management’s Merck MRK Stock Holding History

TriaGen 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	$390K	Hold	3,037	–	–	0.1%	146
2026 Q1	$365K	Hold	3,037	–	–	0.1%	136
2025 Q4	$320K	Hold	3,037	–	–	0.08%	150
2025 Q3	$255K	Sell	3,037 -52	-2%	-$4.28K	0.07%	163
2025 Q2	$245K	Buy	3,089 +179	+6%	+$14.2K	0.07%	157
2025 Q1	$261K	Hold	2,910	–	–	0.09%	144
2024 Q4	$289K	Sell	2,910 -38	-1%	-$3.92K	0.1%	142
2024 Q3	$335K	Hold	2,948	–	–	0.11%	138
2024 Q2	$365K	Hold	2,948	–	–	0.14%	121
2024 Q1	$389K	Hold	2,948	–	–	0.16%	113
2023 Q4	$321K	Buy	2,948 +110	+4%	+$11.4K	0.15%	119
2023 Q3	$292K	Hold	2,838	–	–	0.15%	117
2023 Q2	$327K	Hold	2,838	–	–	0.15%	125
2023 Q1	$302K	Buy	2,838 +20	+0.7%	+$2.16K	0.15%	122
2022 Q4	$313K	Sell	2,818 -27	-0.9%	-$2.76K	0.17%	126
2022 Q3	$245K	Hold	2,845	–	–	0.14%	137
2022 Q2	$259K	Buy	2,845 +27	+1%	+$2.39K	0.18%	120
2022 Q1	$231K	Hold	2,818	–	–	0.12%	156
2021 Q4	$216K	Hold	2,818	–	–	0.11%	170
2021 Q3	$212K	Hold	2,818	–	–	0.12%	170
2021 Q2	$217K	Sell	2,818 -135	-5%	-$10K	0.11%	168
2021 Q1	$217K	Hold	2,953	–	–	0.12%	159
2020 Q4	$231K	Buy	+2,953	New	+$226K	0.14%	155

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

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

TriaGen Wealth Management held its Merck (MRK) position steady in Q2 2026 at 3,037 shares worth $390K. The position accounts for 0.1% of the portfolio, ranked #146.

TriaGen Wealth Management first reported a position in MRK in Q4 2020 and has held it in 23 quarters since. 3,845 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

TriaGen Wealth Management held 3,037 shares of Merck worth $390K as of Q2 2026.
TriaGen Wealth Management left its Merck share count unchanged in Q2 2026.
Merck made up 0.1% of TriaGen Wealth Management's portfolio in Q2 2026, its #146 holding.
TriaGen Wealth Management first reported a position in Merck in Q4 2020 and has held it in 23 quarters since.
3,845 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on TriaGen Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.