Evergreen Advisors’s Merck MRK Stock Holding History

Evergreen 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	–	Sell	-359	Closed	-$43.2K	–	114
2026 Q1	$43.2K	Buy	+359	New	+$41.4K	0.01%	68

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

Evergreen Advisors's MRK Position: Q2 2026 in Review

Evergreen Advisors sold out of Merck (MRK) in Q2 2026, closing a stake of 359 shares — an estimated $43.2K sold.

Evergreen Advisors first reported a position in MRK in Q1 2026 and held it in 1 quarter. The position peaked at $43.2K in Q1 2026. 3,813 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Evergreen Advisors reported no remaining Merck position as of Q2 2026 after selling out during the quarter.
Evergreen Advisors sold 359 Merck shares in Q2 2026, an estimated $43.2K.
Evergreen Advisors first reported a position in Merck in Q1 2026 and held it in 1 quarter.
Evergreen Advisors's Merck position peaked at $43.2K in Q1 2026.
3,813 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Evergreen Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.