Twin Peaks Wealth Advisors’s Merck MRK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$299K Buy
2,328
+108
+5% +$12.6K 0.07% 168
2026
Q1
$267K Buy
2,220
+237
+12% +$27.4K 0.07% 150
2025
Q4
$233K Buy
+1,983
New +$186K 0.07% 165
2025
Q3
Sell
-1,345
Closed -$108K 1367
2025
Q2
$108K Buy
+1,345
New +$107K 0.04% 223

Other funds holding MRK

Twin Peaks Wealth Advisors's MRK Position: Q2 2026 in Review

Twin Peaks Wealth Advisors increased its Merck (MRK) stake by 4.9% in Q2 2026, buying an estimated $12.6K and bringing the position to 2,328 shares worth $299K. The position accounts for 0.07% of the portfolio, ranked #168.

Twin Peaks Wealth Advisors first reported a position in MRK in Q2 2025 and has held it in 4 quarters since. 3,824 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Twin Peaks Wealth Advisors held 2,328 shares of Merck worth $299K as of Q2 2026.
  • Twin Peaks Wealth Advisors bought 108 Merck shares in Q2 2026, an estimated $12.6K.
  • Merck made up 0.07% of Twin Peaks Wealth Advisors's portfolio in Q2 2026, its #168 holding.
  • Twin Peaks Wealth Advisors first reported a position in Merck in Q2 2025 and has held it in 4 quarters since.
  • 3,824 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.