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Essential Partners’s Merck MRK Stock Holding History

Essential 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 		$1.29M Sell
10,044
-15,868
-61% -$1.86M 0.59% 25
2026
Q1 		$3.12M Sell
25,912
-3,348
-11% -$387K 1.05% 10
2025
Q4 		$3.08M Buy
29,260
+10,970
+60% +$1.03M 0.95% 8
2025
Q3 		$1.54M Buy
18,290
+9,289
+103% +$765K 0.51% 34
2025
Q2 		$713K Buy
+9,001
New +$715K 0.28% 102

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

Essential Partners's MRK Position: Q2 2026 in Review

Essential Partners reduced its Merck (MRK) stake by 61% in Q2 2026, selling an estimated $1.86M and leaving 10,044 shares worth $1.29M. The position accounts for 0.59% of the portfolio, ranked #25.

Essential Partners first reported a position in MRK in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.12M in Q1 2026. 3,829 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Essential Partners held 10,044 shares of Merck worth $1.29M as of Q2 2026.
  • Essential Partners sold 15,868 Merck shares in Q2 2026, an estimated $1.86M.
  • Merck made up 0.59% of Essential Partners's portfolio in Q2 2026, its #25 holding.
  • Essential Partners first reported a position in Merck in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Merck position peaked at $3.12M in Q1 2026.
  • 3,829 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.