WHI Trust’s Merck MRK Stock Holding History

WHI Trust’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	–	Sell	-1,200	Closed	-$144K	–	76
2026 Q1	$144K	Hold	1,200	–	–	0.11%	25
2025 Q4	$126K	Buy	+1,200	New	+$113K	0.1%	28

Other funds holding MRK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

WHI Trust's MRK Position: Q2 2026 in Review

WHI Trust sold out of Merck (MRK) in Q2 2026, closing a stake of 1,200 shares — an estimated $144K sold.

WHI Trust first reported a position in MRK in Q4 2025 and held it in 2 quarters. The position peaked at $144K in Q1 2026. 3,824 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

WHI Trust reported no remaining Merck position as of Q2 2026 after selling out during the quarter.
WHI Trust sold 1,200 Merck shares in Q2 2026, an estimated $144K.
WHI Trust first reported a position in Merck in Q4 2025 and held it in 2 quarters.
WHI Trust's Merck position peaked at $144K in Q1 2026.
3,824 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on WHI Trust's 13F filing for Q2 2026, filed 11 Aug 2026.