Convergence Financial’s Merck MRK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.51M Sell
19,556
-2,784
-12% -$326K 0.2% 71
2026
Q1
$2.69M Buy
22,340
+10,559
+90% +$1.22M 0.28% 58
2025
Q4
$1.24M Sell
11,781
-6
-0.1% -$563 0.18% 71
2025
Q3
$989K Buy
11,787
+851
+8% +$70.1K 0.15% 84
2025
Q2
$866K Buy
10,936
+873
+9% +$69.4K 0.15% 83
2025
Q1
$903K Buy
10,063
+503
+5% +$47K 0.18% 71
2024
Q4
$951K Buy
9,560
+871
+10% +$89.8K 0.19% 61
2024
Q3
$987K Sell
8,689
-673
-7% -$80K 0.21% 60
2024
Q2
$1.16M Buy
+9,362
New +$1.21M 0.31% 42

Other funds holding MRK

Convergence Financial's MRK Position: Q2 2026 in Review

Convergence Financial reduced its Merck (MRK) stake by 12% in Q2 2026, selling an estimated $326K and leaving 19,556 shares worth $2.51M. The position accounts for 0.2% of the portfolio, ranked #71.

Convergence Financial first reported a position in MRK in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.69M in Q1 2026. 3,833 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Convergence Financial held 19,556 shares of Merck worth $2.51M as of Q2 2026.
  • Convergence Financial sold 2,784 Merck shares in Q2 2026, an estimated $326K.
  • Merck made up 0.2% of Convergence Financial's portfolio in Q2 2026, its #71 holding.
  • Convergence Financial first reported a position in Merck in Q2 2024 and has held it in 9 quarters since.
  • Convergence Financial's Merck position peaked at $2.69M in Q1 2026.
  • 3,833 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Convergence Financial's 13F filing for Q2 2026, filed 5 Aug 2026.