CFGSD
MRK icon

Compass Financial Group (South Dakota)’s Merck MRK Stock Holding History

Compass Financial Group (South Dakota)’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 		$256K Hold
1,994
– – 0.03% 99
2026
Q1 		$240K Buy
+1,994
New +$230K 0.03% 90
2024
Q3 		– Sell
-1,715
Closed -$212K – 94
2024
Q2 		$212K Hold
1,715
– – 0.05% 87
2024
Q1 		$226K Buy
+1,715
New +$211K 0.05% 85

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

Compass Financial Group (South Dakota)'s MRK Position: Q2 2026 in Review

Compass Financial Group (South Dakota) held its Merck (MRK) position steady in Q2 2026 at 1,994 shares worth $256K. The position accounts for 0.03% of the portfolio, ranked #99.

Compass Financial Group (South Dakota) first reported a position in MRK in Q1 2024 and has held it in 4 quarters since. 3,819 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Compass Financial Group (South Dakota) held 1,994 shares of Merck worth $256K as of Q2 2026.
  • Compass Financial Group (South Dakota) left its Merck share count unchanged in Q2 2026.
  • Merck made up 0.03% of Compass Financial Group (South Dakota)'s portfolio in Q2 2026, its #99 holding.
  • Compass Financial Group (South Dakota) first reported a position in Merck in Q1 2024 and has held it in 4 quarters since.
  • 3,819 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Compass Financial Group (South Dakota)'s 13F filing for Q2 2026, filed 5 Aug 2026.