WI
MRK icon

WBI Investments’s Merck MRK Stock Holding History

WBI Investments’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 		– Sell
-3,553
Closed -$427K – 333
2026
Q1 		$427K Sell
3,553
-687
-16% -$79.3K 0.12% 204
2025
Q4 		$446K Buy
+4,240
New +$398K 0.12% 219
2025
Q3 		– Sell
-11,943
Closed -$945K – 347
2025
Q2 		$945K Buy
11,943
+8,548
+252% +$679K 0.25% 117
2025
Q1 		$305K Buy
+3,395
New +$317K 0.08% 175
2024
Q4 		– Sell
-5,178
Closed -$588K – 261
2024
Q3 		$588K Buy
+5,178
New +$615K 0.14% 153
2023
Q2 		– Sell
-8,801
Closed -$936K – 214
2023
Q1 		$936K Buy
+8,801
New +$950K 0.19% 124
2022
Q3 		– Sell
-60,579
Closed -$5.48M – 132
2022
Q2 		$5.48M Sell
60,579
-18,603
-23% -$1.65M 1.18% 25
2022
Q1 		$6.35M Buy
+79,182
New +$6.24M 1.03% 25
2020
Q4 		– Sell
-58,756
Closed -$4.65M – 187
2020
Q3 		$4.65M Buy
+58,756
New +$4.6M 0.72% 44
2020
Q1 		– Sell
-90,053
Closed -$7.82M – 163
2019
Q4 		$7.82M Sell
90,053
-23,901
-21% -$1.96M 0.83% 22
2019
Q3 		$9.15M Buy
+113,954
New +$9.13M 0.87% 27
2017
Q2 		– Sell
-41,656
Closed -$2.53M – 341
2017
Q1 		$2.53M Buy
+41,656
New +$2.53M 0.11% 136

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

WBI Investments's MRK Position: Q2 2026 in Review

WBI Investments sold out of Merck (MRK) in Q2 2026, closing a stake of 3,553 shares — an estimated $427K sold.

WBI Investments first reported a position in MRK in Q1 2017 and held it in 12 quarters. The position peaked at $9.15M in Q3 2019. 3,841 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • WBI Investments reported no remaining Merck position as of Q2 2026 after selling out during the quarter.
  • WBI Investments sold 3,553 Merck shares in Q2 2026, an estimated $427K.
  • WBI Investments first reported a position in Merck in Q1 2017 and held it in 12 quarters.
  • WBI Investments's Merck position peaked at $9.15M in Q3 2019.
  • 3,841 funds tracked by Wall St. Rank held Merck as of Q2 2026.

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