COMPASS FINANCIAL MANAGEMENT LLC’s Merck MRK Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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	$350K	Buy	+2,732	New	+$320K	0.04%	325

Other funds holding MRK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's MRK Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Merck (MRK) in Q2 2026: 2,732 shares worth $350K. The stake represents 0.04% of the portfolio and ranks #325 among its holdings.

3,089 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 2,732 shares of Merck worth $350K as of Q2 2026.
Merck was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
Merck made up 0.04% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #325 holding.
3,089 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.