Fiduciary Family Office’s Merck MRK Stock Holding History

Fiduciary Family Office’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	$1.23M	Sell	9,551 -1,314	-12%	-$154K	0.31%	62
2026 Q1	$1.31M	Sell	10,865 -3,270	-23%	-$378K	0.37%	55
2025 Q4	$1.49M	Sell	14,135 -1,651	-10%	-$155K	0.43%	43
2025 Q3	$1.32M	Buy	15,786 +2,758	+21%	+$227K	0.38%	49
2025 Q2	$1.03M	Sell	13,028 -5,807	-31%	-$462K	0.34%	63
2025 Q1	$1.69M	Buy	+18,835	New	+$1.76M	0.56%	31
2024 Q4	–	Sell	-28,182	Closed	-$3.2M	–	187
2024 Q3	$3.2M	Buy	28,182 +3,056	+12%	+$363K	1.06%	11
2024 Q2	$3.11M	Sell	25,126 -1,772	-7%	-$228K	1.23%	9
2024 Q1	$3.55M	Buy	26,898 +12,983	+93%	+$1.6M	1.39%	7
2023 Q4	$1.52M	Buy	+13,915	New	+$1.44M	0.66%	26

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

Fiduciary Family Office's MRK Position: Q2 2026 in Review

Fiduciary Family Office reduced its Merck (MRK) stake by 12% in Q2 2026, selling an estimated $154K and leaving 9,551 shares worth $1.23M. The position accounts for 0.31% of the portfolio, ranked #62.

Fiduciary Family Office first reported a position in MRK in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.55M in Q1 2024. 3,841 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Fiduciary Family Office held 9,551 shares of Merck worth $1.23M as of Q2 2026.
Fiduciary Family Office sold 1,314 Merck shares in Q2 2026, an estimated $154K.
Merck made up 0.31% of Fiduciary Family Office's portfolio in Q2 2026, its #62 holding.
Fiduciary Family Office first reported a position in Merck in Q4 2023 and has held it in 10 quarters since.
Fiduciary Family Office's Merck position peaked at $3.55M in Q1 2024.
3,841 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Fiduciary Family Office's 13F filing for Q2 2026, filed 5 Aug 2026.