AFAS
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Acorn Financial Advisory Services’s Merck MRK Stock Holding History

Acorn Financial Advisory Services’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 		$1.24M Sell
9,615
-78
-0.8% -$9.13K 0.16% 68
2026
Q1 		$1.17M Sell
9,693
-9
-0.1% -$1.04K 0.16% 66
2025
Q4 		$1.02M Sell
9,702
-299
-3% -$28.1K 0.15% 72
2025
Q3 		$839K Buy
10,001
+42
+0.4% +$3.46K 0.13% 80
2025
Q2 		$788K Sell
9,959
-141
-1% -$11.2K 0.13% 79
2025
Q1 		$907K Sell
10,100
-785
-7% -$73.3K 0.16% 72
2024
Q4 		$1.08M Sell
10,885
-302
-3% -$31.1K 0.18% 65
2024
Q3 		$1.27M Buy
11,187
+1
+0% +$119 0.23% 51
2024
Q2 		$1.38M Buy
11,186
+60
+0.5% +$7.73K 0.26% 45
2024
Q1 		$1.47M Sell
11,126
-537
-5% -$66.2K 0.28% 48
2023
Q4 		$1.27M Buy
11,663
+333
+3% +$34.6K 0.22% 70
2023
Q3 		$1.17M Buy
11,330
+861
+8% +$92.8K 0.21% 69
2023
Q2 		$1.21M Buy
10,469
+98
+0.9% +$11.1K 0.21% 65
2023
Q1 		$1.1M Buy
10,371
+345
+3% +$37.2K 0.22% 68
2022
Q4 		$1.11M Sell
10,026
-183
-2% -$18.7K 0.24% 62
2022
Q3 		$881K Sell
10,209
-202
-2% -$18K 0.21% 75
2022
Q2 		$950K Sell
10,411
-2,634
-20% -$234K 0.23% 65
2022
Q1 		$1.07M Buy
13,045
+93
+0.7% +$7.33K 0.22% 74
2021
Q4 		$995K Sell
12,952
-199
-2% -$15.8K 0.2% 83
2021
Q3 		$990K Sell
13,151
-1,826
-12% -$139K 0.31% 80
2021
Q2 		$1.17M Buy
14,977
+540
+4% +$40.2K 0.34% 79
2021
Q1 		$1.06M Buy
14,437
+2
+0% +$148 0.39% 73
2020
Q4 		$1.13M Buy
14,435
+68
+0.5% +$5.2K 0.44% 66
2020
Q3 		$1.14M Buy
14,367
+157
+1% +$12.3K 0.6% 44
2020
Q2 		$1.05M Sell
14,210
-149
-1% -$11.2K 0.73% 39
2020
Q1 		$1.06M Buy
14,359
+381
+3% +$29.9K 1.05% 18
2019
Q4 		$1.21M Buy
+13,978
New +$1.15M 1.02% 24

Other funds holding MRK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Acorn Financial Advisory Services's MRK Position: Q2 2026 in Review

Acorn Financial Advisory Services reduced its Merck (MRK) stake by 0.8% in Q2 2026, selling an estimated $9.13K and leaving 9,615 shares worth $1.24M. The position accounts for 0.16% of the portfolio, ranked #68.

Acorn Financial Advisory Services first reported a position in MRK in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.47M in Q1 2024. 3,852 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Acorn Financial Advisory Services held 9,615 shares of Merck worth $1.24M as of Q2 2026.
  • Acorn Financial Advisory Services sold 78 Merck shares in Q2 2026, an estimated $9.13K.
  • Merck made up 0.16% of Acorn Financial Advisory Services's portfolio in Q2 2026, its #68 holding.
  • Acorn Financial Advisory Services first reported a position in Merck in Q4 2019 and has held it in 27 quarters since.
  • Acorn Financial Advisory Services's Merck position peaked at $1.47M in Q1 2024.
  • 3,852 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Acorn Financial Advisory Services's 13F filing for Q2 2026, filed 20 Jul 2026.