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MRK icon

VestGen Advisors’s Merck MRK Stock Holding History

VestGen Advisors’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 		$4.13M Buy
32,161
+1,057
+3% +$124K 0.12% 167
2026
Q1 		$3.5M Buy
31,104
+8,166
+36% +$943K 0.09% 193
2025
Q4 		$2.41M Sell
22,938
-16,267
-41% -$1.53M 0.1% 212
2025
Q3 		$3.29M Buy
39,205
+3,090
+9% +$255K 0.11% 179
2025
Q2 		$2.86M Buy
36,115
+15,698
+77% +$1.25M 0.11% 173
2025
Q1 		$1.83M Buy
+20,417
New +$1.91M 0.08% 218

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 $3.38T AUM 44.17% 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

VestGen Advisors's MRK Position: Q2 2026 in Review

VestGen Advisors increased its Merck (MRK) stake by 3.4% in Q2 2026, buying an estimated $124K and bringing the position to 32,161 shares worth $4.13M. The position accounts for 0.12% of the portfolio, ranked #167.

VestGen Advisors first reported a position in MRK in Q1 2025 and has held it in 6 quarters since. 3,852 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • VestGen Advisors held 32,161 shares of Merck worth $4.13M as of Q2 2026.
  • VestGen Advisors bought 1,057 Merck shares in Q2 2026, an estimated $124K.
  • Merck made up 0.12% of VestGen Advisors's portfolio in Q2 2026, its #167 holding.
  • VestGen Advisors first reported a position in Merck in Q1 2025 and has held it in 6 quarters since.
  • 3,852 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.