WE
MRK icon

Wealth Effects’s Merck MRK Stock Holding History

Wealth Effects’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 		$1.31M Buy
10,164
+350
+4% +$41K 0.35% 58
2026
Q1 		$1.18M Hold
9,814
– – 0.42% 52
2025
Q4 		$1.03M Sell
9,814
-700
-7% -$65.7K 0.32% 57
2025
Q3 		$882K Sell
10,514
-300
-3% -$24.7K 0.28% 66
2025
Q2 		$856K Buy
10,814
+25
+0.2% +$1.99K 0.32% 62
2025
Q1 		$968K Buy
10,789
+50
+0.5% +$4.67K 0.41% 54
2024
Q4 		$1.07M Sell
10,739
-561
-5% -$57.8K 0.38% 53
2024
Q3 		$1.28M Sell
11,300
-1,430
-11% -$170K 0.45% 46
2024
Q2 		$1.58M Sell
12,730
-170
-1% -$21.9K 0.57% 38
2024
Q1 		$1.7M Sell
12,900
-2,197
-15% -$271K 0.63% 34
2023
Q4 		$1.65M Sell
15,097
-444
-3% -$46.1K 0.62% 33
2023
Q3 		$1.6M Sell
15,541
-585
-4% -$63.1K 0.79% 22
2023
Q2 		$1.86M Sell
16,126
-146
-0.9% -$16.6K 0.82% 19
2023
Q1 		$1.73M Sell
16,272
-57
-0.3% -$6.15K 0.89% 20
2022
Q4 		$1.81M Sell
16,329
-171
-1% -$17.5K 1.03% 19
2022
Q3 		$1.42M Hold
16,500
– – 0.87% 24
2022
Q2 		$1.5M Buy
16,500
+118
+0.7% +$10.5K 0.91% 25
2022
Q1 		$1.34M Sell
16,382
-72
-0.4% -$5.68K 0.63% 36
2021
Q4 		$1.26M Buy
+16,454
New +$1.31M 0.52% 46

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

Wealth Effects's MRK Position: Q2 2026 in Review

Wealth Effects increased its Merck (MRK) stake by 3.6% in Q2 2026, buying an estimated $41K and bringing the position to 10,164 shares worth $1.31M. The position accounts for 0.35% of the portfolio, ranked #58.

Wealth Effects first reported a position in MRK in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.86M in Q2 2023. 3,833 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Wealth Effects held 10,164 shares of Merck worth $1.31M as of Q2 2026.
  • Wealth Effects bought 350 Merck shares in Q2 2026, an estimated $41K.
  • Merck made up 0.35% of Wealth Effects's portfolio in Q2 2026, its #58 holding.
  • Wealth Effects first reported a position in Merck in Q4 2021 and has held it in 19 quarters since.
  • Wealth Effects's Merck position peaked at $1.86M in Q2 2023.
  • 3,833 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Wealth Effects's 13F filing for Q2 2026, filed 6 Aug 2026.