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Waypoint Wealth Counsel’s Merck MRK Stock Holding History

Waypoint Wealth Counsel’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 		$710K Sell
5,527
-4,369
-44% -$511K 0.44% 34
2026
Q1 		$1.19M Sell
9,896
-695
-7% -$80.2K 0.62% 24
2025
Q4 		$1.11M Buy
10,591
+727
+7% +$68.2K 0.41% 43
2025
Q3 		$828K Buy
9,864
+1,055
+12% +$86.9K 0.33% 48
2025
Q2 		$697K Buy
8,809
+5,481
+165% +$436K 0.35% 47
2025
Q1 		$299K Buy
3,328
+322
+11% +$30.1K 0.19% 75
2024
Q4 		$299K Buy
3,006
+127
+4% +$13.1K 0.2% 71
2024
Q3 		$327K Sell
2,879
-47
-2% -$5.58K 0.22% 68
2024
Q2 		$362K Buy
2,926
+19
+0.7% +$2.45K 0.28% 56
2024
Q1 		$384K Buy
2,907
+82
+3% +$10.1K 0.3% 54
2023
Q4 		$308K Sell
2,825
-370
-12% -$38.4K 0.26% 66
2023
Q3 		$329K Buy
3,195
+1
+0% +$108 0.31% 54
2023
Q2 		$369K Sell
3,194
-11
-0.3% -$1.25K 0.33% 55
2023
Q1 		$341K Buy
3,205
+48
+2% +$5.18K 0.26% 59
2022
Q4 		$350K Buy
+3,157
New +$323K 0.28% 66

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

Waypoint Wealth Counsel's MRK Position: Q2 2026 in Review

Waypoint Wealth Counsel reduced its Merck (MRK) stake by 44% in Q2 2026, selling an estimated $511K and leaving 5,527 shares worth $710K. The position accounts for 0.44% of the portfolio, ranked #34.

Waypoint Wealth Counsel first reported a position in MRK in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.19M in Q1 2026. 3,834 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Waypoint Wealth Counsel held 5,527 shares of Merck worth $710K as of Q2 2026.
  • Waypoint Wealth Counsel sold 4,369 Merck shares in Q2 2026, an estimated $511K.
  • Merck made up 0.44% of Waypoint Wealth Counsel's portfolio in Q2 2026, its #34 holding.
  • Waypoint Wealth Counsel first reported a position in Merck in Q4 2022 and has held it in 15 quarters since.
  • Waypoint Wealth Counsel's Merck position peaked at $1.19M in Q1 2026.
  • 3,834 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q2 2026, filed 4 Aug 2026.