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Financial Partners Group (Tennessee)’s Merck MRK Stock Holding History

Financial Partners Group (Tennessee)’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
2025
Q2 		$2.87M Buy
36,216
+6,472
+22% +$514K 1.04% 26
2025
Q1 		$2.67M Sell
29,744
-516
-2% -$48.2K 1.16% 24
2024
Q4 		$3.01M Sell
30,260
-205
-0.7% -$21.1K 1.25% 23
2024
Q3 		$3.46M Hold
30,465
– – 1.3% 23
2024
Q2 		$3.77M Sell
30,465
-115
-0.4% -$14.8K 1.46% 22
2024
Q1 		$4.04M Buy
30,580
+42
+0.1% +$5.18K 1.56% 21
2023
Q4 		$3.33M Sell
30,538
-1,242
-4% -$129K 1.51% 21
2023
Q3 		$3.27M Buy
31,780
+123
+0.4% +$13.3K 1.57% 22
2023
Q2 		$3.65M Sell
31,657
-278
-0.9% -$31.6K 1.84% 19
2023
Q1 		$3.4M Buy
31,935
+288
+0.9% +$31.1K 1.78% 20
2022
Q4 		$3.51M Buy
+31,647
New +$3.23M 2.07% 18

Other funds holding MRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Financial Partners Group (Tennessee)'s MRK Position: Q2 2025 in Review

Financial Partners Group (Tennessee) increased its Merck (MRK) stake by 22% in Q2 2025, buying an estimated $514K and bringing the position to 36,216 shares worth $2.87M. The position accounts for 1.04% of the portfolio, ranked #26.

Financial Partners Group (Tennessee) first reported a position in MRK in Q4 2022 and has held it in 11 quarters since. The position peaked at $4.04M in Q1 2024. 3,328 funds tracked by Wall St. Rank hold MRK as of Q2 2025.

  • Financial Partners Group (Tennessee) held 36,216 shares of Merck worth $2.87M as of Q2 2025.
  • Financial Partners Group (Tennessee) bought 6,472 Merck shares in Q2 2025, an estimated $514K.
  • Merck made up 1.04% of Financial Partners Group (Tennessee)'s portfolio in Q2 2025, its #26 holding.
  • Financial Partners Group (Tennessee) first reported a position in Merck in Q4 2022 and has held it in 11 quarters since.
  • Financial Partners Group (Tennessee)'s Merck position peaked at $4.04M in Q1 2024.
  • 3,328 funds tracked by Wall St. Rank held Merck as of Q2 2025.

Based on Financial Partners Group (Tennessee)'s 13F filing for Q2 2025, filed 17 Jul 2025.