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MRK icon

Aufman Associates’s Merck MRK Stock Holding History

Aufman Associates’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 		$384K Sell
2,990
-685
-19% -$80.2K 0.15% 41
2026
Q1 		$442K Sell
3,675
-29
-0.8% -$3.35K 0.22% 34
2025
Q4 		$390K Sell
3,704
-29
-0.8% -$2.72K 0.2% 38
2025
Q3 		$313K Buy
3,733
+29
+0.8% +$2.39K 0.18% 44
2025
Q2 		$293K Buy
3,704
+100
+3% +$7.95K 0.18% 45
2025
Q1 		$323K Hold
3,604
– – 0.22% 37
2024
Q4 		$359K Sell
3,604
-464
-11% -$47.8K 0.24% 35
2024
Q3 		$462K Buy
+4,068
New +$483K 0.3% 30

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

Aufman Associates's MRK Position: Q2 2026 in Review

Aufman Associates reduced its Merck (MRK) stake by 19% in Q2 2026, selling an estimated $80.2K and leaving 2,990 shares worth $384K. The position accounts for 0.15% of the portfolio, ranked #41.

Aufman Associates first reported a position in MRK in Q3 2024 and has held it in 8 quarters since. The position peaked at $462K in Q3 2024. 3,844 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Aufman Associates held 2,990 shares of Merck worth $384K as of Q2 2026.
  • Aufman Associates sold 685 Merck shares in Q2 2026, an estimated $80.2K.
  • Merck made up 0.15% of Aufman Associates's portfolio in Q2 2026, its #41 holding.
  • Aufman Associates first reported a position in Merck in Q3 2024 and has held it in 8 quarters since.
  • Aufman Associates's Merck position peaked at $462K in Q3 2024.
  • 3,844 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Aufman Associates's 13F filing for Q2 2026, filed 12 Aug 2026.