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Everest Financial Group’s Merck MRK Stock Holding History

Everest Financial Group’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 		$1.24M Sell
9,678
-797
-8% -$93.3K 0.17% 85
2026
Q1 		$1.26M Buy
+10,475
New +$1.21M 0.21% 77

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

Everest Financial Group's MRK Position: Q2 2026 in Review

Everest Financial Group reduced its Merck (MRK) stake by 7.6% in Q2 2026, selling an estimated $93.3K and leaving 9,678 shares worth $1.24M. The position accounts for 0.17% of the portfolio, ranked #85.

Everest Financial Group first reported a position in MRK in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.26M in Q1 2026. 3,808 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Everest Financial Group held 9,678 shares of Merck worth $1.24M as of Q2 2026.
  • Everest Financial Group sold 797 Merck shares in Q2 2026, an estimated $93.3K.
  • Merck made up 0.17% of Everest Financial Group's portfolio in Q2 2026, its #85 holding.
  • Everest Financial Group first reported a position in Merck in Q1 2026 and has held it in 2 quarters since.
  • Everest Financial Group's Merck position peaked at $1.26M in Q1 2026.
  • 3,808 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Everest Financial Group's 13F filing for Q2 2026, filed 10 Aug 2026.