AssuredPartners Investment Advisors’s Merck MRK Stock Holding History

AssuredPartners Investment Advisors’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	$1.06M	Sell	8,218 -510	-6%	-$59.7K	0.1%	192
2026 Q1	$1.05M	Sell	8,728 -3,604	-29%	-$416K	0.11%	186
2025 Q4	$1.3M	Buy	12,332 +7,701	+166%	+$723K	0.19%	121
2025 Q3	$389K	Sell	4,631 -170	-4%	-$14K	0.09%	173
2025 Q2	$380K	Sell	4,801 -2,620	-35%	-$208K	0.09%	162
2025 Q1	$666K	Sell	7,421 -471	-6%	-$44K	0.13%	168
2024 Q4	$785K	Buy	+7,892	New	+$814K	0.15%	143

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 $3.38T AUM 44.17% 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

AssuredPartners Investment Advisors's MRK Position: Q2 2026 in Review

AssuredPartners Investment Advisors reduced its Merck (MRK) stake by 5.8% in Q2 2026, selling an estimated $59.7K and leaving 8,218 shares worth $1.06M. The position accounts for 0.1% of the portfolio, ranked #192.

AssuredPartners Investment Advisors first reported a position in MRK in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.3M in Q4 2025. 3,852 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

AssuredPartners Investment Advisors held 8,218 shares of Merck worth $1.06M as of Q2 2026.
AssuredPartners Investment Advisors sold 510 Merck shares in Q2 2026, an estimated $59.7K.
Merck made up 0.1% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #192 holding.
AssuredPartners Investment Advisors first reported a position in Merck in Q4 2024 and has held it in 7 quarters since.
AssuredPartners Investment Advisors's Merck position peaked at $1.3M in Q4 2025.
3,852 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.