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Curran Financial Partners’s Merck MRK Stock Holding History

Curran Financial Partners’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 		$359K Buy
2,793
+72
+3% +$8.43K 0.05% 99
2026
Q1 		$327K Buy
2,721
+41
+2% +$4.73K 0.06% 98
2025
Q4 		$282K Sell
2,680
-99
-4% -$9.29K 0.05% 105
2025
Q3 		$233K Sell
2,779
-55
-2% -$4.53K 0.05% 120
2025
Q2 		$224K Sell
2,834
-222
-7% -$17.6K 0.05% 111
2025
Q1 		$274K Buy
+3,056
New +$285K 0.07% 81
2024
Q4 		– Sell
-2,076
Closed -$236K – 98
2024
Q3 		$236K Buy
2,076
+134
+7% +$15.9K 0.07% 83
2024
Q2 		$240K Buy
1,942
+37
+2% +$4.77K 0.08% 79
2024
Q1 		$251K Hold
1,905
– – 0.09% 73
2023
Q4 		$227K Buy
+1,905
New +$198K 0.09% 73
2023
Q3 		– Sell
-1,921
Closed -$222K – 79
2023
Q2 		$222K Sell
1,921
-1
-0.1% -$114 0.1% 69
2023
Q1 		$204K Buy
+1,922
New +$208K 0.1% 64

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

Curran Financial Partners's MRK Position: Q2 2026 in Review

Curran Financial Partners increased its Merck (MRK) stake by 2.6% in Q2 2026, buying an estimated $8.43K and bringing the position to 2,793 shares worth $359K. The position accounts for 0.05% of the portfolio, ranked #99.

Curran Financial Partners first reported a position in MRK in Q1 2023 and has held it in 12 quarters since. 3,844 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Curran Financial Partners held 2,793 shares of Merck worth $359K as of Q2 2026.
  • Curran Financial Partners bought 72 Merck shares in Q2 2026, an estimated $8.43K.
  • Merck made up 0.05% of Curran Financial Partners's portfolio in Q2 2026, its #99 holding.
  • Curran Financial Partners first reported a position in Merck in Q1 2023 and has held it in 12 quarters since.
  • 3,844 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Curran Financial Partners's 13F filing for Q2 2026, filed 12 Aug 2026.