XXI Wealth LLC’s Merck MRK Stock Holding History

XXI Wealth LLC’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	$1.3M	Sell	10,121 -156	-2%	-$18.3K	0.6%	38
2026 Q1	$1.24M	Buy	10,277 +1,037	+11%	+$120K	0.7%	31
2025 Q4	$973K	Buy	+9,240	New	+$867K	0.59%	40

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

XXI Wealth LLC's MRK Position: Q2 2026 in Review

XXI Wealth LLC reduced its Merck (MRK) stake by 1.5% in Q2 2026, selling an estimated $18.3K and leaving 10,121 shares worth $1.3M. The position accounts for 0.6% of the portfolio, ranked #38.

XXI Wealth LLC first reported a position in MRK in Q4 2025 and has held it in 3 quarters since. 3,828 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

XXI Wealth LLC held 10,121 shares of Merck worth $1.3M as of Q2 2026.
XXI Wealth LLC sold 156 Merck shares in Q2 2026, an estimated $18.3K.
Merck made up 0.6% of XXI Wealth LLC's portfolio in Q2 2026, its #38 holding.
XXI Wealth LLC first reported a position in Merck in Q4 2025 and has held it in 3 quarters since.
3,828 funds tracked by Wall St. Rank held Merck as of Q2 2026.

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