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Warm Springs Advisors’s Merck MRK Stock Holding History

Warm Springs 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 		$284K Sell
2,210
-1,574
-42% -$184K 0.2% 42
2026
Q1 		$455K Sell
3,784
-17
-0.4% -$1.96K 0.39% 41
2025
Q4 		$400K Sell
3,801
-37
-1% -$3.47K 0.31% 43
2025
Q3 		$322K Buy
3,838
+54
+1% +$4.45K 0.24% 42
2025
Q2 		$300K Hold
3,784
– – 0.26% 41
2025
Q1 		$340K Hold
3,784
– – 0.34% 44
2024
Q4 		$376K Buy
+3,784
New +$390K 0.35% 44

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

Warm Springs Advisors's MRK Position: Q2 2026 in Review

Warm Springs Advisors reduced its Merck (MRK) stake by 42% in Q2 2026, selling an estimated $184K and leaving 2,210 shares worth $284K. The position accounts for 0.2% of the portfolio, ranked #42.

Warm Springs Advisors first reported a position in MRK in Q4 2024 and has held it in 7 quarters since. The position peaked at $455K in Q1 2026. 3,852 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Warm Springs Advisors held 2,210 shares of Merck worth $284K as of Q2 2026.
  • Warm Springs Advisors sold 1,574 Merck shares in Q2 2026, an estimated $184K.
  • Merck made up 0.2% of Warm Springs Advisors's portfolio in Q2 2026, its #42 holding.
  • Warm Springs Advisors first reported a position in Merck in Q4 2024 and has held it in 7 quarters since.
  • Warm Springs Advisors's Merck position peaked at $455K in Q1 2026.
  • 3,852 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Warm Springs Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.