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Brogan Financial’s Merck MRK Stock Holding History

Brogan Financial’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 		$224K Buy
1,742
+12
+0.7% +$1.41K 0.09% 60
2026
Q1 		$208K Buy
+1,730
New +$200K 0.09% 54
2025
Q2 		– Sell
-2,932
Closed -$263K – 60
2025
Q1 		$263K Buy
+2,932
New +$274K 0.13% 47

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

Brogan Financial's MRK Position: Q2 2026 in Review

Brogan Financial increased its Merck (MRK) stake by 0.69% in Q2 2026, buying an estimated $1.41K and bringing the position to 1,742 shares worth $224K. The position accounts for 0.09% of the portfolio, ranked #60.

Brogan Financial first reported a position in MRK in Q1 2025 and has held it in 3 quarters since. The position peaked at $263K in Q1 2025. 3,844 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Brogan Financial held 1,742 shares of Merck worth $224K as of Q2 2026.
  • Brogan Financial bought 12 Merck shares in Q2 2026, an estimated $1.41K.
  • Merck made up 0.09% of Brogan Financial's portfolio in Q2 2026, its #60 holding.
  • Brogan Financial first reported a position in Merck in Q1 2025 and has held it in 3 quarters since.
  • Brogan Financial's Merck position peaked at $263K in Q1 2025.
  • 3,844 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Brogan Financial's 13F filing for Q2 2026, filed 13 Aug 2026.