Delta Financial Advisors’s Merck MRK Stock Holding History

Delta Financial Advisors’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	$2.08M	Buy	16,179 +183	+1%	+$21.4K	0.49%	56
2026 Q1	$1.92M	Buy	15,996 +2,289	+17%	+$264K	0.5%	59
2025 Q4	$1.44M	Buy	13,707 +1,673	+14%	+$157K	0.38%	72
2025 Q3	$1.01M	Buy	12,034 +146	+1%	+$12K	0.29%	83
2025 Q2	$941K	Buy	11,888 +3,611	+44%	+$287K	0.33%	71
2025 Q1	$743K	Buy	8,277 +496	+6%	+$46.3K	0.28%	79
2024 Q4	$774K	Sell	7,781 -3,689	-32%	-$380K	0.29%	79
2024 Q3	$1.3M	Buy	11,470 +2,506	+28%	+$298K	0.47%	61
2024 Q2	$1.11M	Buy	8,964 +300	+3%	+$38.6K	0.43%	66
2024 Q1	$1.14M	Buy	8,664 +1,742	+25%	+$215K	0.45%	67
2023 Q4	$755K	Hold	6,922	–	–	0.33%	77
2023 Q3	$713K	Hold	6,922	–	–	0.32%	79
2023 Q2	$799K	Hold	6,922	–	–	0.35%	78
2023 Q1	$736K	Hold	6,922	–	–	0.35%	77
2022 Q4	$768K	Hold	6,922	–	–	0.37%	77
2022 Q3	$596K	Buy	6,922 +750	+12%	+$67K	0.32%	82
2022 Q2	$563K	Hold	6,172	–	–	0.28%	86
2022 Q1	$506K	Sell	6,172 -100	-2%	-$7.88K	0.22%	92
2021 Q4	$481K	Buy	6,272 +2,768	+79%	+$220K	0.2%	100
2021 Q3	$263K	Sell	3,504 -100	-3%	-$7.61K	0.12%	109
2021 Q2	$280K	Sell	3,604 -216	-6%	-$16.1K	0.12%	105
2021 Q1	$281K	Buy	3,820 +367	+11%	+$27.1K	0.13%	102
2020 Q4	$270K	Buy	+3,453	New	+$264K	0.14%	102
2020 Q1	–	Sell	-2,418	Closed	-$210K	–	104
2019 Q4	$210K	Buy	+2,418	New	+$199K	0.08%	110

Other funds holding MRK

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Delta Financial Advisors's MRK Position: Q2 2026 in Review

Delta Financial Advisors increased its Merck (MRK) stake by 1.1% in Q2 2026, buying an estimated $21.4K and bringing the position to 16,179 shares worth $2.08M. The position accounts for 0.49% of the portfolio, ranked #56.

Delta Financial Advisors first reported a position in MRK in Q4 2019 and has held it in 24 quarters since. 3,845 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Delta Financial Advisors held 16,179 shares of Merck worth $2.08M as of Q2 2026.
Delta Financial Advisors bought 183 Merck shares in Q2 2026, an estimated $21.4K.
Merck made up 0.49% of Delta Financial Advisors's portfolio in Q2 2026, its #56 holding.
Delta Financial Advisors first reported a position in Merck in Q4 2019 and has held it in 24 quarters since.
3,845 funds tracked by Wall St. Rank held Merck as of Q2 2026.

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