Focus Partners Wealth
MRK icon

Focus Partners Wealth’s Merck MRK Stock Holding History

Focus Partners Wealth’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 		$177M Sell
1,375,512
-60,192
-4% -$7.05M 0.18% 117
2026
Q1 		$173M Buy
1,435,704
+8,160
+0.6% +$942K 0.19% 117
2025
Q4 		$150M Buy
1,427,544
+191,758
+16% +$18M 0.17% 117
2025
Q3 		$104M Buy
1,235,786
+22,132
+2% +$1.82M 0.17% 119
2025
Q2 		$96.1M Buy
1,213,654
+22,478
+2% +$1.79M 0.21% 103
2025
Q1 		$107M Buy
1,191,176
+60,866
+5% +$5.68M 0.27% 77
2024
Q4 		$112M Buy
1,130,310
+119,867
+12% +$12.4M 0.29% 68
2024
Q3 		$115M Buy
1,010,443
+149,577
+17% +$17.8M 0.37% 61
2024
Q2 		$107M Buy
860,866
+66,578
+8% +$8.58M 0.36% 68
2024
Q1 		$105M Buy
794,288
+271,718
+52% +$33.5M 0.85% 22
2023
Q4 		$57M Buy
+522,570
New +$54.2M 0.75% 23

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

Focus Partners Wealth's MRK Position: Q2 2026 in Review

Focus Partners Wealth reduced its Merck (MRK) stake by 4.2% in Q2 2026, selling an estimated $7.05M and leaving 1,375,512 shares worth $177M. The position accounts for 0.18% of the portfolio, ranked #117.

Focus Partners Wealth first reported a position in MRK in Q4 2023 and has held it in 11 quarters since. 3,833 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Focus Partners Wealth held 1,375,512 shares of Merck worth $177M as of Q2 2026.
  • Focus Partners Wealth sold 60,192 Merck shares in Q2 2026, an estimated $7.05M.
  • Merck made up 0.18% of Focus Partners Wealth's portfolio in Q2 2026, its #117 holding.
  • Focus Partners Wealth first reported a position in Merck in Q4 2023 and has held it in 11 quarters since.
  • 3,833 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.