Diversify Advisory Services’s Merck MRK Stock Holding History

Diversify Advisory Services’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	$3.81M	Buy	+29,135	New	+$3.41M	0.06%	256
2026 Q1	–	Sell	-19,951	Closed	-$2.17M	–	618
2025 Q4	$2.17M	Buy	19,951 +67	+0.3%	+$6.29K	0.07%	213
2025 Q3	$1.64M	Sell	19,884 -12,372	-38%	-$1.02M	0.06%	249
2025 Q2	$2.59M	Buy	32,256 +15,636	+94%	+$1.24M	0.1%	155
2025 Q1	$1.41M	Buy	16,620 +2,106	+15%	+$197K	0.09%	162
2024 Q4	$1.44M	Sell	14,514 -5,484	-27%	-$565K	0.08%	178
2024 Q3	$2.13M	Sell	19,998 -1,971	-9%	-$234K	0.11%	159
2024 Q2	$2.77M	Sell	21,969 -2,296	-9%	-$296K	0.15%	120
2024 Q1	$3.18M	Buy	+24,265	New	+$2.99M	0.19%	115

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

Diversify Advisory Services's MRK Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in Merck (MRK) in Q2 2026: 29,135 shares worth $3.81M. The stake represents 0.06% of the portfolio and ranks #256 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in MRK as recently as Q4 2025.

Diversify Advisory Services first reported a position in MRK in Q1 2024 and has held it in 9 quarters since. 3,813 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Diversify Advisory Services held 29,135 shares of Merck worth $3.81M as of Q2 2026.
Merck was a new Diversify Advisory Services position in Q2 2026.
Merck made up 0.06% of Diversify Advisory Services's portfolio in Q2 2026, its #256 holding.
Diversify Advisory Services first reported a position in Merck in Q1 2024 and has held it in 9 quarters since.
3,813 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.