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Brindle & Bay Financial Advisors’s Merck MRK Stock Holding History

Brindle & Bay Financial 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 		$1.07M Buy
8,294
+1,205
+17% +$141K 0.53% 33
2026
Q1 		$853K Sell
7,089
-302
-4% -$34.9K 0.52% 35
2025
Q4 		$778K Buy
+7,391
New +$694K 0.52% 33

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

Brindle & Bay Financial Advisors's MRK Position: Q2 2026 in Review

Brindle & Bay Financial Advisors increased its Merck (MRK) stake by 17% in Q2 2026, buying an estimated $141K and bringing the position to 8,294 shares worth $1.07M. The position accounts for 0.53% of the portfolio, ranked #33.

Brindle & Bay Financial Advisors first reported a position in MRK in Q4 2025 and has held it in 3 quarters since. 3,814 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Brindle & Bay Financial Advisors held 8,294 shares of Merck worth $1.07M as of Q2 2026.
  • Brindle & Bay Financial Advisors bought 1,205 Merck shares in Q2 2026, an estimated $141K.
  • Merck made up 0.53% of Brindle & Bay Financial Advisors's portfolio in Q2 2026, its #33 holding.
  • Brindle & Bay Financial Advisors first reported a position in Merck in Q4 2025 and has held it in 3 quarters since.
  • 3,814 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Brindle & Bay Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.