FSA
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Financial Security Advisor’s Merck MRK Stock Holding History

Financial Security Advisor’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 		$8.42M Sell
65,060
-869
-1% -$102K 1.37% 16
2026
Q1 		$7.99M Sell
65,929
-626
-0.9% -$72.3K 1.47% 15
2025
Q4 		$7.06M Buy
66,555
+56,937
+592% +$5.34M 1.37% 14
2025
Q3 		$814K Buy
9,618
+2,934
+44% +$242K 0.17% 55
2025
Q2 		$534K Buy
6,684
+1,414
+27% +$112K 0.12% 69
2025
Q1 		$478K Sell
5,270
-655
-11% -$61.2K 0.12% 66
2024
Q4 		$594K Buy
5,925
+51
+0.9% +$5.26K 0.15% 58
2024
Q3 		$672K Sell
5,874
-146
-2% -$17.3K 0.17% 54
2024
Q2 		$750K Buy
6,020
+12
+0.2% +$1.55K 0.25% 46
2024
Q1 		$797K Buy
6,008
+74
+1% +$9.12K 0.28% 46
2023
Q4 		$652K Buy
5,934
+102
+2% +$10.6K 0.26% 49
2023
Q3 		$605K Buy
+5,832
New +$629K 0.28% 46

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 $3.38T AUM 44.17% 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

Financial Security Advisor's MRK Position: Q2 2026 in Review

Financial Security Advisor reduced its Merck (MRK) stake by 1.3% in Q2 2026, selling an estimated $102K and leaving 65,060 shares worth $8.42M. The position accounts for 1.37% of the portfolio, ranked #16.

Financial Security Advisor first reported a position in MRK in Q3 2023 and has held it in 12 quarters since. 3,852 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Financial Security Advisor held 65,060 shares of Merck worth $8.42M as of Q2 2026.
  • Financial Security Advisor sold 869 Merck shares in Q2 2026, an estimated $102K.
  • Merck made up 1.37% of Financial Security Advisor's portfolio in Q2 2026, its #16 holding.
  • Financial Security Advisor first reported a position in Merck in Q3 2023 and has held it in 12 quarters since.
  • 3,852 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Financial Security Advisor's 13F filing for Q2 2026, filed 11 Aug 2026.