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Twelve Points Wealth Management’s Merck MRK Stock Holding History

Twelve Points 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 		$1.76M Buy
13,661
+309
+2% +$36.2K 0.35% 57
2026
Q1 		$1.61M Sell
13,352
-129
-1% -$14.9K 0.35% 53
2025
Q4 		$1.49M Sell
13,481
-4,292
-24% -$403K 0.34% 65
2025
Q3 		$1.49M Sell
17,773
-858
-5% -$70.7K 0.37% 68
2025
Q2 		$1.47M Buy
18,631
+1,292
+7% +$103K 0.4% 62
2025
Q1 		$1.56M Buy
17,339
+1,577
+10% +$147K 0.42% 58
2024
Q4 		$1.57M Buy
15,762
+3,462
+28% +$357K 0.45% 50
2024
Q3 		$1.4M Buy
12,300
+755
+7% +$89.7K 0.44% 55
2024
Q2 		$1.43M Buy
11,545
+240
+2% +$30.9K 0.5% 46
2024
Q1 		$1.49M Sell
11,305
-88
-0.8% -$10.8K 0.55% 43
2023
Q4 		$1.24M Buy
11,393
+283
+3% +$29.4K 0.59% 52
2023
Q3 		$1.14M Buy
11,110
+346
+3% +$37.3K 0.57% 51
2023
Q2 		$1.24M Buy
10,764
+425
+4% +$48.3K 0.66% 47
2023
Q1 		$1.1M Sell
10,339
-621
-6% -$67K 0.63% 47
2022
Q4 		$1.22M Buy
10,960
+296
+3% +$30.3K 0.83% 30
2022
Q3 		$918K Buy
10,664
+87
+0.8% +$7.77K 0.71% 38
2022
Q2 		$964K Buy
10,577
+3
+0% +$266 0.74% 36
2022
Q1 		$868K Buy
10,574
+81
+0.8% +$6.39K 0.65% 43
2021
Q4 		$804K Buy
+10,493
New +$836K 0.65% 46

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

Twelve Points Wealth Management's MRK Position: Q2 2026 in Review

Twelve Points Wealth Management increased its Merck (MRK) stake by 2.3% in Q2 2026, buying an estimated $36.2K and bringing the position to 13,661 shares worth $1.76M. The position accounts for 0.35% of the portfolio, ranked #57.

Twelve Points Wealth Management first reported a position in MRK in Q4 2021 and has held it in 19 quarters since. 3,833 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Twelve Points Wealth Management held 13,661 shares of Merck worth $1.76M as of Q2 2026.
  • Twelve Points Wealth Management bought 309 Merck shares in Q2 2026, an estimated $36.2K.
  • Merck made up 0.35% of Twelve Points Wealth Management's portfolio in Q2 2026, its #57 holding.
  • Twelve Points Wealth Management first reported a position in Merck in Q4 2021 and has held it in 19 quarters since.
  • 3,833 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Twelve Points Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.