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TritonPoint Wealth’s Merck MRK Stock Holding History

TritonPoint Wealth’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 		$7.54M Sell
58,703
-1,028
-2% -$120K 0.74% 32
2026
Q1 		$7.24M Sell
59,731
-3,751
-6% -$433K 0.77% 32
2025
Q4 		$6.74M Sell
63,482
-22,727
-26% -$2.13M 0.68% 35
2025
Q3 		$7.3M Sell
86,209
-7,306
-8% -$602K 0.63% 37
2025
Q2 		$7.48M Sell
93,515
-6,028
-6% -$479K 0.69% 33
2025
Q1 		$9.02M Sell
99,543
-10,058
-9% -$939K 0.86% 29
2024
Q4 		$11M Sell
109,601
-890
-0.8% -$91.8K 0.99% 22
2024
Q3 		$12.6M Buy
110,491
+3,472
+3% +$412K 1.16% 19
2024
Q2 		$13.3M Buy
107,019
+64
+0.1% +$8.24K 1.28% 16
2024
Q1 		$11M Buy
106,955
+1,934
+2% +$238K 1.15% 20
2023
Q4 		$11.5M Buy
+105,021
New +$10.9M 1.13% 19

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

TritonPoint Wealth's MRK Position: Q2 2026 in Review

TritonPoint Wealth reduced its Merck (MRK) stake by 1.7% in Q2 2026, selling an estimated $120K and leaving 58,703 shares worth $7.54M. The position accounts for 0.74% of the portfolio, ranked #32.

TritonPoint Wealth first reported a position in MRK in Q4 2023 and has held it in 11 quarters since. The position peaked at $13.3M in Q2 2024. 3,829 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • TritonPoint Wealth held 58,703 shares of Merck worth $7.54M as of Q2 2026.
  • TritonPoint Wealth sold 1,028 Merck shares in Q2 2026, an estimated $120K.
  • Merck made up 0.74% of TritonPoint Wealth's portfolio in Q2 2026, its #32 holding.
  • TritonPoint Wealth first reported a position in Merck in Q4 2023 and has held it in 11 quarters since.
  • TritonPoint Wealth's Merck position peaked at $13.3M in Q2 2024.
  • 3,829 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on TritonPoint Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.