ViaWealth’s Merck MRK Stock Holding History

ViaWealth’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	$440K	Hold	3,423	–	–	0.22%	120
2026 Q1	$412K	Sell	3,423 -3	-0.1%	-$346	0.23%	114
2025 Q4	$361K	Sell	3,426 -1,079	-24%	-$101K	0.2%	114
2025 Q3	$378K	Buy	4,505 +273	+6%	+$22.5K	0.21%	119
2025 Q2	$335K	Sell	4,232 -1,272	-23%	-$101K	0.2%	128
2025 Q1	$494K	Sell	5,504 -45	-0.8%	-$4.2K	0.31%	99
2024 Q4	$552K	Buy	5,549 +291	+6%	+$30K	0.33%	87
2024 Q3	$597K	Buy	5,258 +52	+1%	+$6.18K	0.35%	92
2024 Q2	$645K	Sell	5,206 -25	-0.5%	-$3.22K	0.4%	76
2024 Q1	$690K	Hold	5,231	–	–	0.43%	77
2023 Q4	$570K	Hold	5,231	–	–	0.39%	88
2023 Q3	$539K	Hold	5,231	–	–	0.4%	84
2023 Q2	$604K	Sell	5,231 -260	-5%	-$29.5K	0.45%	73
2023 Q1	$584K	Hold	5,491	–	–	0.46%	77
2022 Q4	$606K	Buy	+5,491	New	+$561K	0.5%	73

Other funds holding MRK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

ViaWealth's MRK Position: Q2 2026 in Review

ViaWealth held its Merck (MRK) position steady in Q2 2026 at 3,423 shares worth $440K. The position accounts for 0.22% of the portfolio, ranked #120.

ViaWealth first reported a position in MRK in Q4 2022 and has held it in 15 quarters since. The position peaked at $690K in Q1 2024. 3,844 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

ViaWealth held 3,423 shares of Merck worth $440K as of Q2 2026.
ViaWealth left its Merck share count unchanged in Q2 2026.
Merck made up 0.22% of ViaWealth's portfolio in Q2 2026, its #120 holding.
ViaWealth first reported a position in Merck in Q4 2022 and has held it in 15 quarters since.
ViaWealth's Merck position peaked at $690K in Q1 2024.
3,844 funds tracked by Wall St. Rank held Merck as of Q2 2026.

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