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Wealth Enhancement Trust Services’s Merck MRK Stock Holding History

Wealth Enhancement Trust Services’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 		$3.7M Sell
28,812
-5,906
-17% -$691K 0.41% 63
2026
Q1 		$4.18M Sell
34,718
-82
-0.2% -$9.47K 0.51% 49
2025
Q4 		$3.66M Buy
+34,800
New +$3.27M 0.46% 49

Other funds holding MRK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Wealth Enhancement Trust Services's MRK Position: Q2 2026 in Review

Wealth Enhancement Trust Services reduced its Merck (MRK) stake by 17% in Q2 2026, selling an estimated $691K and leaving 28,812 shares worth $3.7M. The position accounts for 0.41% of the portfolio, ranked #63.

Wealth Enhancement Trust Services first reported a position in MRK in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.18M in Q1 2026. 3,080 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Wealth Enhancement Trust Services held 28,812 shares of Merck worth $3.7M as of Q2 2026.
  • Wealth Enhancement Trust Services sold 5,906 Merck shares in Q2 2026, an estimated $691K.
  • Merck made up 0.41% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #63 holding.
  • Wealth Enhancement Trust Services first reported a position in Merck in Q4 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Trust Services's Merck position peaked at $4.18M in Q1 2026.
  • 3,080 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.