Financial Advisory Partners’s Merck MRK Stock Holding History

Financial Advisory Partners’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	$2.29M	Buy	17,793 +128	+0.7%	+$15K	0.6%	48
2026 Q1	$2.12M	Sell	17,665 -2,008	-10%	-$232K	0.6%	48
2025 Q4	$2.07M	Sell	19,673 -32	-0.2%	-$3K	0.58%	48
2025 Q3	$1.65M	Sell	19,705 -634	-3%	-$52.2K	0.48%	50
2025 Q2	$1.61M	Sell	20,339 -837	-4%	-$66.5K	0.51%	49
2025 Q1	$1.9M	Sell	21,176 -496	-2%	-$46.3K	0.64%	47
2024 Q4	$2.16M	Sell	21,672 -2,875	-12%	-$296K	0.72%	45
2024 Q3	$2.79M	Sell	24,547 -594	-2%	-$70.6K	0.93%	44
2024 Q2	$3.11M	Buy	+25,141	New	+$3.24M	1.16%	39

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

Financial Advisory Partners's MRK Position: Q2 2026 in Review

Financial Advisory Partners increased its Merck (MRK) stake by 0.72% in Q2 2026, buying an estimated $15K and bringing the position to 17,793 shares worth $2.29M. The position accounts for 0.6% of the portfolio, ranked #48.

Financial Advisory Partners first reported a position in MRK in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.11M in Q2 2024. 3,814 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Financial Advisory Partners held 17,793 shares of Merck worth $2.29M as of Q2 2026.
Financial Advisory Partners bought 128 Merck shares in Q2 2026, an estimated $15K.
Merck made up 0.6% of Financial Advisory Partners's portfolio in Q2 2026, its #48 holding.
Financial Advisory Partners first reported a position in Merck in Q2 2024 and has held it in 9 quarters since.
Financial Advisory Partners's Merck position peaked at $3.11M in Q2 2024.
3,814 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Financial Advisory Partners's 13F filing for Q2 2026, filed 20 Jul 2026.