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Ullmann Wealth Partners Group’s Merck MRK Stock Holding History

Ullmann Wealth Partners Group’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 		$640K Buy
4,982
+222
+5% +$26K 0.06% 101
2026
Q1 		$573K Buy
4,760
+1,081
+29% +$125K 0.06% 97
2025
Q4 		$316K Buy
3,679
+168
+5% +$15.8K 0.03% 126
2025
Q3 		$295K Sell
3,511
-95
-3% -$7.83K 0.03% 126
2025
Q2 		$285K Sell
3,606
-95
-3% -$7.55K 0.03% 122
2025
Q1 		$332K Buy
3,701
+1,021
+38% +$95.3K 0.04% 108
2024
Q4 		$267K Sell
2,680
-360
-12% -$37.1K 0.03% 118
2024
Q3 		$345K Buy
3,040
+407
+15% +$48.4K 0.04% 107
2024
Q2 		$326K Buy
2,633
+385
+17% +$49.6K 0.05% 92
2024
Q1 		$297K Buy
2,248
+199
+10% +$24.5K 0.04% 91
2023
Q4 		$223K Buy
+2,049
New +$213K 0.04% 98
2017
Q3 		– Sell
-260
Closed -$15K – 102
2017
Q2 		$15K Hold
260
– – 0.01% 130
2017
Q1 		$15K Buy
+260
New +$15.8K 0.01% 122

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

Ullmann Wealth Partners Group's MRK Position: Q2 2026 in Review

Ullmann Wealth Partners Group increased its Merck (MRK) stake by 4.7% in Q2 2026, buying an estimated $26K and bringing the position to 4,982 shares worth $640K. The position accounts for 0.06% of the portfolio, ranked #101.

Ullmann Wealth Partners Group first reported a position in MRK in Q1 2017 and has held it in 13 quarters since. 3,829 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Ullmann Wealth Partners Group held 4,982 shares of Merck worth $640K as of Q2 2026.
  • Ullmann Wealth Partners Group bought 222 Merck shares in Q2 2026, an estimated $26K.
  • Merck made up 0.06% of Ullmann Wealth Partners Group's portfolio in Q2 2026, its #101 holding.
  • Ullmann Wealth Partners Group first reported a position in Merck in Q1 2017 and has held it in 13 quarters since.
  • 3,829 funds tracked by Wall St. Rank held Merck as of Q2 2026.

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