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Advisortrust Partners’s Merck MRK Stock Holding History

Advisortrust Partners’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 		$5.51M Buy
42,883
+1,268
+3% +$148K 1.88% 13
2026
Q1 		$5.01M Buy
41,615
+3,059
+8% +$353K 2.08% 13
2025
Q4 		$4.06M Buy
+38,556
New +$3.62M 1.78% 15

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 $3.37T AUM 44.26% 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

Advisortrust Partners's MRK Position: Q2 2026 in Review

Advisortrust Partners increased its Merck (MRK) stake by 3% in Q2 2026, buying an estimated $148K and bringing the position to 42,883 shares worth $5.51M. The position accounts for 1.88% of the portfolio, ranked #13.

Advisortrust Partners first reported a position in MRK in Q4 2025 and has held it in 3 quarters since. 3,813 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Advisortrust Partners held 42,883 shares of Merck worth $5.51M as of Q2 2026.
  • Advisortrust Partners bought 1,268 Merck shares in Q2 2026, an estimated $148K.
  • Merck made up 1.88% of Advisortrust Partners's portfolio in Q2 2026, its #13 holding.
  • Advisortrust Partners first reported a position in Merck in Q4 2025 and has held it in 3 quarters since.
  • 3,813 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Advisortrust Partners's 13F filing for Q2 2026, filed 10 Aug 2026.