Zinnia Wealth Advisory’s Merck MRK Stock Holding History

Zinnia Wealth Advisory’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	$261K	Buy	2,033 +119	+6%	+$13.9K	0.27%	76
2026 Q1	$230K	Buy	+1,914	New	+$221K	0.26%	81

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

Zinnia Wealth Advisory's MRK Position: Q2 2026 in Review

Zinnia Wealth Advisory increased its Merck (MRK) stake by 6.2% in Q2 2026, buying an estimated $13.9K and bringing the position to 2,033 shares worth $261K. The position accounts for 0.27% of the portfolio, ranked #76.

Zinnia Wealth Advisory first reported a position in MRK in Q1 2026 and has held it in 2 quarters since. 3,819 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Zinnia Wealth Advisory held 2,033 shares of Merck worth $261K as of Q2 2026.
Zinnia Wealth Advisory bought 119 Merck shares in Q2 2026, an estimated $13.9K.
Merck made up 0.27% of Zinnia Wealth Advisory's portfolio in Q2 2026, its #76 holding.
Zinnia Wealth Advisory first reported a position in Merck in Q1 2026 and has held it in 2 quarters since.
3,819 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Zinnia Wealth Advisory's 13F filing for Q2 2026, filed 30 Jul 2026.