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Wealth Preservation Advisors’s Merck MRK Stock Holding History

Wealth Preservation 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 		$850K Sell
6,613
-55
-0.8% -$6.44K 0.48% 27
2026
Q1 		$802K Sell
6,668
-525
-7% -$60.6K 0.67% 22
2025
Q4 		$757K Sell
7,193
-221
-3% -$20.7K 0.38% 27
2025
Q3 		$622K Buy
7,414
+6
+0.1% +$494 0.36% 29
2025
Q2 		$586K Sell
7,408
-886
-11% -$70.4K 0.36% 34
2025
Q1 		$744K Buy
+8,294
New +$774K 0.53% 24

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 Preservation Advisors's MRK Position: Q2 2026 in Review

Wealth Preservation Advisors reduced its Merck (MRK) stake by 0.82% in Q2 2026, selling an estimated $6.44K and leaving 6,613 shares worth $850K. The position accounts for 0.48% of the portfolio, ranked #27.

Wealth Preservation Advisors first reported a position in MRK in Q1 2025 and has held it in 6 quarters since. 3,845 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Wealth Preservation Advisors held 6,613 shares of Merck worth $850K as of Q2 2026.
  • Wealth Preservation Advisors sold 55 Merck shares in Q2 2026, an estimated $6.44K.
  • Merck made up 0.48% of Wealth Preservation Advisors's portfolio in Q2 2026, its #27 holding.
  • Wealth Preservation Advisors first reported a position in Merck in Q1 2025 and has held it in 6 quarters since.
  • 3,845 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.