Wealthspire Advisors (New York)’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 | $9.66M | Buy |
75,165
+21,681
| +41% | +$2.54M | 0.05% | 181 |
|
|
2026
Q1 | $6.43M | Sell |
53,484
-5,819
| -10% | -$672K | 0.05% | 144 |
|
|
2025
Q4 | $6.24M | Buy |
59,303
+11,269
| +23% | +$1.06M | 0.05% | 142 |
|
|
2025
Q3 | $4.03M | Sell |
48,034
-1,240
| -3% | -$102K | 0.02% | 183 |
|
|
2025
Q2 | $3.9M | Buy |
49,274
+179
| +0.4% | +$14.2K | 0.02% | 182 |
|
|
2025
Q1 | $4.41M | Sell |
49,095
-5,470
| -10% | -$511K | 0.03% | 172 |
|
|
2024
Q4 | $5.43M | Sell |
54,565
-134
| -0.2% | -$13.8K | 0.05% | 141 |
|
|
2024
Q3 | $6.21M | Buy |
54,699
+3,860
| +8% | +$459K | 0.06% | 133 |
|
|
2024
Q2 | $6.29M | Buy |
50,839
+1,512
| +3% | +$195K | 0.08% | 100 |
|
|
2024
Q1 | $6.51M | Sell |
49,327
-1,937
| -4% | -$239K | 0.09% | 100 |
|
|
2023
Q4 | $5.59M | Sell |
51,264
-6,262
| -11% | -$650K | 0.08% | 109 |
|
|
2023
Q3 | $5.92M | Buy |
57,526
+15,529
| +37% | +$1.67M | 0.1% | 98 |
|
|
2023
Q2 | $4.85M | Buy |
41,997
+2,601
| +7% | +$295K | 0.08% | 98 |
|
|
2023
Q1 | $4.19M | Sell |
39,396
-6,941
| -15% | -$749K | 0.07% | 104 |
|
|
2022
Q4 | $5.14M | Buy |
46,337
+2,145
| +5% | +$219K | 0.09% | 98 |
|
|
2022
Q3 | $3.81M | Buy |
44,192
+431
| +1% | +$38.5K | 0.08% | 104 |
|
|
2022
Q2 | $3.99M | Buy |
43,761
+4,741
| +12% | +$420K | 0.08% | 99 |
|
|
2022
Q1 | $3.2M | Sell |
39,020
-14,151
| -27% | -$1.12M | 0.07% | 97 |
|
|
2021
Q4 | $4.08M | Buy |
53,171
+5,048
| +10% | +$402K | 0.09% | 90 |
|
|
2021
Q3 | $3.62M | Buy |
48,123
+25,303
| +111% | +$1.92M | 0.08% | 110 |
|
|
2021
Q2 | $1.77M | Sell |
22,820
-48,290
| -68% | -$3.59M | 0.05% | 121 |
|
|
2021
Q1 | $5.23M | Buy |
71,110
+19,819
| +39% | +$1.46M | 0.12% | 86 |
|
|
2020
Q4 | $4M | Buy |
51,291
+29,108
| +131% | +$2.23M | 0.12% | 85 |
|
|
2020
Q3 | $1.76M | Buy |
22,183
+2,493
| +13% | +$195K | 0.1% | 94 |
|
|
2020
Q2 | $1.45M | Sell |
19,690
-39,644
| -67% | -$2.98M | 0.1% | 86 |
|
|
2020
Q1 | $4.36M | Buy |
59,334
+47,605
| +406% | +$3.74M | 0.18% | 68 |
|
|
2019
Q4 | $1.02M | Buy |
11,729
+2,953
| +34% | +$243K | 0.07% | 63 |
|
|
2019
Q3 | $705K | Buy |
+8,776
| New | +$703K | 0.06% | 63 |
|
|
2019
Q1 | – | Sell |
-2,442
| Closed | -$178K | – | 517 |
|
|
2018
Q4 | $178K | Buy |
+2,442
| New | +$172K | 0.02% | 71 |
|
Other funds holding MRK
Wealthspire Advisors (New York)'s MRK Position: Q2 2026 in Review
Wealthspire Advisors (New York) increased its Merck (MRK) stake by 41% in Q2 2026, buying an estimated $2.54M and bringing the position to 75,165 shares worth $9.66M. The position accounts for 0.05% of the portfolio, ranked #181.
Wealthspire Advisors (New York) first reported a position in MRK in Q4 2018 and has held it in 29 quarters since. 3,852 funds tracked by Wall St. Rank hold MRK as of Q2 2026.
- Wealthspire Advisors (New York) held 75,165 shares of Merck worth $9.66M as of Q2 2026.
- Wealthspire Advisors (New York) bought 21,681 Merck shares in Q2 2026, an estimated $2.54M.
- Merck made up 0.05% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #181 holding.
- Wealthspire Advisors (New York) first reported a position in Merck in Q4 2018 and has held it in 29 quarters since.
- 3,852 funds tracked by Wall St. Rank held Merck as of Q2 2026.
Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.