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Carr Financial Group’s Merck MRK Stock Holding History

Carr 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 		$675K Buy
5,252
+62
+1% +$7.26K 0.16% 92
2026
Q1 		$624K Buy
5,190
+58
+1% +$6.7K 0.16% 87
2025
Q4 		$540K Buy
5,132
+59
+1% +$5.54K 0.14% 100
2025
Q3 		$426K Sell
5,073
-452
-8% -$37.2K 0.12% 113
2025
Q2 		$437K Sell
5,525
-405
-7% -$32.2K 0.13% 104
2025
Q1 		$532K Sell
5,930
-2,718
-31% -$254K 0.17% 87
2024
Q4 		$860K Buy
8,648
+457
+6% +$47.1K 0.27% 67
2024
Q3 		$930K Buy
8,191
+58
+0.7% +$6.89K 0.27% 68
2024
Q2 		$1.01M Buy
8,133
+109
+1% +$14K 0.32% 59
2024
Q1 		$1.06M Hold
8,024
– – 0.35% 57
2023
Q4 		$875K Hold
8,024
– – 0.32% 60
2023
Q3 		$830K Sell
8,024
-335
-4% -$36.1K 0.33% 59
2023
Q2 		$971K Sell
8,359
-90
-1% -$10.2K 0.39% 49
2023
Q1 		$905K Buy
8,449
+297
+4% +$32.1K 0.4% 49
2022
Q4 		$910K Buy
+8,152
New +$833K 0.48% 44

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

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

Carr Financial Group increased its Merck (MRK) stake by 1.2% in Q2 2026, buying an estimated $7.26K and bringing the position to 5,252 shares worth $675K. The position accounts for 0.16% of the portfolio, ranked #92.

Carr Financial Group first reported a position in MRK in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.06M in Q1 2024. 3,847 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Carr Financial Group held 5,252 shares of Merck worth $675K as of Q2 2026.
  • Carr Financial Group bought 62 Merck shares in Q2 2026, an estimated $7.26K.
  • Merck made up 0.16% of Carr Financial Group's portfolio in Q2 2026, its #92 holding.
  • Carr Financial Group first reported a position in Merck in Q4 2022 and has held it in 15 quarters since.
  • Carr Financial Group's Merck position peaked at $1.06M in Q1 2024.
  • 3,847 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Carr Financial Group's 13F filing for Q2 2026, filed 6 Aug 2026.