Wealthcare Advisory Partners’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.48M | Sell |
34,872
-2,513
| -7% | -$294K | 0.09% | 190 |
|
|
2026
Q1 | $4.5M | Buy |
37,385
+905
| +2% | +$104K | 0.09% | 198 |
|
|
2025
Q4 | $3.84M | Buy |
36,480
+894
| +3% | +$83.9K | 0.08% | 220 |
|
|
2025
Q3 | $2.99M | Sell |
35,586
-996
| -3% | -$82K | 0.06% | 256 |
|
|
2025
Q2 | $2.9M | Buy |
36,582
+3,111
| +9% | +$247K | 0.07% | 250 |
|
|
2025
Q1 | $3M | Sell |
33,471
-987
| -3% | -$92.2K | 0.08% | 215 |
|
|
2024
Q4 | $3.43M | Sell |
34,458
-14,782
| -30% | -$1.52M | 0.1% | 177 |
|
|
2024
Q3 | $5.59M | Sell |
49,240
-2,766
| -5% | -$329K | 0.16% | 125 |
|
|
2024
Q2 | $6.44M | Buy |
52,006
+356
| +0.7% | +$45.9K | 0.2% | 89 |
|
|
2024
Q1 | $6.82M | Buy |
51,650
+4,713
| +10% | +$581K | 0.22% | 82 |
|
|
2023
Q4 | $5.12M | Buy |
46,937
+505
| +1% | +$52.4K | 0.2% | 90 |
|
|
2023
Q3 | $4.78M | Sell |
46,432
-2,669
| -5% | -$288K | 0.22% | 86 |
|
|
2023
Q2 | $5.67M | Buy |
49,101
+8,185
| +20% | +$929K | 0.25% | 76 |
|
|
2023
Q1 | $4.35M | Buy |
40,916
+645
| +2% | +$69.6K | 0.19% | 95 |
|
|
2022
Q4 | $4.47M | Buy |
40,271
+2,574
| +7% | +$263K | 0.21% | 86 |
|
|
2022
Q3 | $3.25M | Buy |
37,697
+7,105
| +23% | +$634K | 0.19% | 96 |
|
|
2022
Q2 | $2.79M | Sell |
30,592
-1,812
| -6% | -$161K | 0.17% | 92 |
|
|
2022
Q1 | $2.66M | Buy |
32,404
+1,276
| +4% | +$101K | 0.16% | 78 |
|
|
2021
Q4 | $2.39M | Buy |
31,128
+10,340
| +50% | +$824K | 0.14% | 92 |
|
|
2021
Q3 | $1.56M | Buy |
20,788
+1,430
| +7% | +$109K | 0.1% | 128 |
|
|
2021
Q2 | $1.5M | Sell |
19,358
-1,469
| -7% | -$109K | 0.1% | 134 |
|
|
2021
Q1 | $1.53M | Buy |
20,827
+2,056
| +11% | +$152K | 0.11% | 115 |
|
|
2020
Q4 | $1.47M | Buy |
18,771
+1,080
| +6% | +$82.6K | 0.13% | 98 |
|
|
2020
Q3 | $1.4M | Buy |
17,691
+143
| +0.8% | +$11.2K | 0.15% | 85 |
|
|
2020
Q2 | $1.29M | Sell |
17,548
-211
| -1% | -$15.9K | 0.16% | 81 |
|
|
2020
Q1 | $1.3M | Buy |
17,759
+1,039
| +6% | +$81.7K | 0.19% | 71 |
|
|
2019
Q4 | $1.45M | Buy |
16,720
+533
| +3% | +$43.8K | 0.18% | 73 |
|
|
2019
Q3 | $1.3M | Buy |
16,187
+200
| +1% | +$16K | 0.19% | 68 |
|
|
2019
Q2 | $1.28M | Sell |
15,987
-1,283
| -7% | -$98.2K | 0.2% | 66 |
|
|
2019
Q1 | $1.37M | Sell |
17,270
-123
| -0.7% | -$9.2K | 0.23% | 62 |
|
|
2018
Q4 | $1.27M | Buy |
17,393
+248
| +1% | +$17.5K | 0.25% | 59 |
|
|
2018
Q3 | $1.16M | Sell |
17,145
-1,626
| -9% | -$104K | 0.21% | 66 |
|
|
2018
Q2 | $1.09M | Buy |
18,771
+526
| +3% | +$29.7K | 0.21% | 67 |
|
|
2018
Q1 | $948K | Sell |
18,245
-1,648
| -8% | -$89K | 0.21% | 65 |
|
|
2017
Q4 | $1.07M | Buy |
19,893
+711
| +4% | +$39.4K | 0.27% | 50 |
|
|
2017
Q3 | $1.17M | Buy |
19,182
+18,876
| +6,169% | +$1.14M | 0.35% | 38 |
|
|
2017
Q2 | $19K | Sell |
306
-112
| -27% | -$6.82K | 0.01% | 68 |
|
|
2017
Q1 | $25K | Hold |
418
| – | – | 0.01% | 56 |
|
|
2016
Q4 | $23K | Hold |
418
| – | – | 0.01% | 63 |
|
|
2016
Q3 | $25K | Hold |
418
| – | – | 0.02% | 47 |
|
|
2016
Q2 | $23K | Buy |
+418
| New | +$22.2K | 0.02% | 66 |
|
Other funds holding MRK
ECSS
Wealthcare Advisory Partners's MRK Position: Q2 2026 in Review
Wealthcare Advisory Partners reduced its Merck (MRK) stake by 6.7% in Q2 2026, selling an estimated $294K and leaving 34,872 shares worth $4.48M. The position accounts for 0.09% of the portfolio, ranked #190.
Wealthcare Advisory Partners first reported a position in MRK in Q2 2016 and has held it in 41 quarters since. The position peaked at $6.82M in Q1 2024. 1,678 funds tracked by Wall St. Rank hold MRK as of Q2 2026.
- Wealthcare Advisory Partners held 34,872 shares of Merck worth $4.48M as of Q2 2026.
- Wealthcare Advisory Partners sold 2,513 Merck shares in Q2 2026, an estimated $294K.
- Merck made up 0.09% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #190 holding.
- Wealthcare Advisory Partners first reported a position in Merck in Q2 2016 and has held it in 41 quarters since.
- Wealthcare Advisory Partners's Merck position peaked at $6.82M in Q1 2024.
- 1,678 funds tracked by Wall St. Rank held Merck as of Q2 2026.
Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.