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Birch Financial Group’s Merck MRK Stock Holding History

Birch Financial Group’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 		$436K Buy
3,394
+237
+8% +$27.7K 0.22% 79
2026
Q1 		$380K Buy
3,157
+114
+4% +$13.2K 0.22% 88
2025
Q4 		$320K Sell
3,043
-5
-0.2% -$469 0.18% 96
2025
Q3 		$256K Sell
3,048
-742
-20% -$61.1K 0.15% 101
2025
Q2 		$300K Buy
3,790
+476
+14% +$37.8K 0.24% 77
2025
Q1 		$297K Buy
3,314
+357
+12% +$33.3K 0.27% 80
2024
Q4 		$294K Buy
+2,957
New +$305K 0.33% 70

Other funds holding MRK

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Birch Financial Group's MRK Position: Q2 2026 in Review

Birch Financial Group increased its Merck (MRK) stake by 7.5% in Q2 2026, buying an estimated $27.7K and bringing the position to 3,394 shares worth $436K. The position accounts for 0.22% of the portfolio, ranked #79.

Birch Financial Group first reported a position in MRK in Q4 2024 and has held it in 7 quarters since. 2,365 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Birch Financial Group held 3,394 shares of Merck worth $436K as of Q2 2026.
  • Birch Financial Group bought 237 Merck shares in Q2 2026, an estimated $27.7K.
  • Merck made up 0.22% of Birch Financial Group's portfolio in Q2 2026, its #79 holding.
  • Birch Financial Group first reported a position in Merck in Q4 2024 and has held it in 7 quarters since.
  • 2,365 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Birch Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.