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Everhart Financial Group’s Merck MRK Stock Holding History

Everhart 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 		$2.5M Sell
19,484
-490
-2% -$57.4K 0.16% 66
2026
Q1 		$2.4M Buy
19,974
+4,823
+32% +$557K 0.2% 64
2025
Q4 		$1.59M Buy
15,151
+2,965
+24% +$278K 0.15% 89
2025
Q3 		$1.02M Buy
12,186
+321
+3% +$26.4K 0.1% 138
2025
Q2 		$939K Sell
11,865
-1,945
-14% -$155K 0.11% 127
2025
Q1 		$1.24M Buy
13,810
+3,224
+30% +$301K 0.17% 87
2024
Q4 		$1.05M Sell
10,586
-1,464
-12% -$151K 0.22% 92
2024
Q3 		$1.37M Sell
12,050
-823
-6% -$97.8K 0.3% 61
2024
Q2 		$1.59M Buy
12,873
+1,355
+12% +$175K 0.41% 43
2024
Q1 		$1.52M Buy
11,518
+2,210
+24% +$272K 0.44% 41
2023
Q4 		$1.01M Sell
9,308
-732
-7% -$76K 0.36% 57
2023
Q3 		$1.03M Buy
10,040
+452
+5% +$48.7K 0.44% 50
2023
Q2 		$1.11M Buy
9,588
+586
+7% +$66.5K 0.46% 43
2023
Q1 		$958K Buy
9,002
+900
+11% +$97.2K 0.43% 49
2022
Q4 		$899K Buy
8,102
+1,200
+17% +$123K 0.45% 45
2022
Q3 		$594K Buy
6,902
+812
+13% +$72.5K 0.33% 61
2022
Q2 		$556K Buy
6,090
+3,572
+142% +$317K 0.34% 66
2022
Q1 		$207K Buy
+2,518
New +$199K 0.12% 127

Other funds holding MRK

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

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

Everhart Financial Group reduced its Merck (MRK) stake by 2.5% in Q2 2026, selling an estimated $57.4K and leaving 19,484 shares worth $2.5M. The position accounts for 0.16% of the portfolio, ranked #66.

Everhart Financial Group first reported a position in MRK in Q1 2022 and has held it in 18 quarters since. 718 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Everhart Financial Group held 19,484 shares of Merck worth $2.5M as of Q2 2026.
  • Everhart Financial Group sold 490 Merck shares in Q2 2026, an estimated $57.4K.
  • Merck made up 0.16% of Everhart Financial Group's portfolio in Q2 2026, its #66 holding.
  • Everhart Financial Group first reported a position in Merck in Q1 2022 and has held it in 18 quarters since.
  • 718 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.