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Fi3 Financial Advisors’s Merck MRK Stock Holding History

Fi3 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 		$275K Sell
3,478
-4,270
-55% -$500K 0.07% 180
2026
Q1 		$938K Buy
7,748
+334
+5% +$38.6K 0.27% 38
2025
Q4 		$787K Buy
7,414
+664
+10% +$62.3K 0.24% 45
2025
Q3 		$571K Sell
6,750
-435
-6% -$35.8K 0.19% 50
2025
Q2 		$574K Buy
7,185
+4,947
+221% +$393K 0.21% 42
2025
Q1 		$201K Sell
2,238
-1,028
-31% -$96K 0.08% 131
2024
Q4 		$327K Buy
3,266
+233
+8% +$24K 0.12% 73
2024
Q3 		$344K Sell
3,033
-127
-4% -$15.1K 0.14% 59
2024
Q2 		$391K Sell
3,160
-29
-0.9% -$3.74K 0.17% 44
2024
Q1 		$407K Buy
3,189
+667
+26% +$82.2K 0.19% 43
2023
Q4 		$275K Buy
2,522
+276
+12% +$28.6K 0.13% 56
2023
Q3 		$231K Buy
2,246
+263
+13% +$28.3K 0.12% 60
2023
Q2 		$229K Sell
1,983
-237
-11% -$26.9K 0.12% 60
2023
Q1 		$236K Sell
2,220
-55
-2% -$5.94K 0.13% 61
2022
Q4 		$252K Buy
+2,275
New +$233K 0.14% 54

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

Fi3 Financial Advisors's MRK Position: Q2 2026 in Review

Fi3 Financial Advisors reduced its Merck (MRK) stake by 55% in Q2 2026, selling an estimated $500K and leaving 3,478 shares worth $275K. The position accounts for 0.07% of the portfolio, ranked #180.

Fi3 Financial Advisors first reported a position in MRK in Q4 2022 and has held it in 15 quarters since. The position peaked at $938K in Q1 2026. 3,844 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Fi3 Financial Advisors held 3,478 shares of Merck worth $275K as of Q2 2026.
  • Fi3 Financial Advisors sold 4,270 Merck shares in Q2 2026, an estimated $500K.
  • Merck made up 0.07% of Fi3 Financial Advisors's portfolio in Q2 2026, its #180 holding.
  • Fi3 Financial Advisors first reported a position in Merck in Q4 2022 and has held it in 15 quarters since.
  • Fi3 Financial Advisors's Merck position peaked at $938K in Q1 2026.
  • 3,844 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Fi3 Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.