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Evernest Financial Advisors’s Merck MRK Stock Holding History

Evernest Financial 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 		$1.26M Sell
9,826
-966
-9% -$113K 0.26% 60
2026
Q1 		$1.19M Buy
10,792
+51
+0.5% +$5.89K 0.25% 62
2025
Q4 		$1.26M Sell
10,741
-390
-4% -$36.6K 0.26% 60
2025
Q3 		$934K Sell
11,131
-549
-5% -$45.2K 0.26% 77
2025
Q2 		$925K Buy
11,680
+598
+5% +$47.5K 0.3% 72
2025
Q1 		$995K Sell
11,082
-743
-6% -$69.4K 0.36% 66
2024
Q4 		$1.18M Buy
11,825
+96
+0.8% +$9.9K 0.31% 56
2024
Q3 		$1.33M Buy
11,729
+272
+2% +$32.3K 0.36% 48
2024
Q2 		$1.42M Sell
11,457
-287
-2% -$37K 0.64% 28
2024
Q1 		$1.48M Buy
11,744
+624
+6% +$76.9K 0.7% 28
2023
Q4 		$1.21M Buy
+11,120
New +$1.15M 0.62% 39
2021
Q4 		$1.34M Buy
+10,661
New +$849K 0.69% 31

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

Evernest Financial Advisors's MRK Position: Q2 2026 in Review

Evernest Financial Advisors reduced its Merck (MRK) stake by 9% in Q2 2026, selling an estimated $113K and leaving 9,826 shares worth $1.26M. The position accounts for 0.26% of the portfolio, ranked #60.

Evernest Financial Advisors first reported a position in MRK in Q4 2021 and has held it in 12 quarters since. The position peaked at $1.48M in Q1 2024. 3,833 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Evernest Financial Advisors held 9,826 shares of Merck worth $1.26M as of Q2 2026.
  • Evernest Financial Advisors sold 966 Merck shares in Q2 2026, an estimated $113K.
  • Merck made up 0.26% of Evernest Financial Advisors's portfolio in Q2 2026, its #60 holding.
  • Evernest Financial Advisors first reported a position in Merck in Q4 2021 and has held it in 12 quarters since.
  • Evernest Financial Advisors's Merck position peaked at $1.48M in Q1 2024.
  • 3,833 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Evernest Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.