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Fortress Financial Group’s Merck MRK Stock Holding History

Fortress Financial Group’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 		– Sell
-2,056
Closed -$247K – 86
2026
Q1 		$247K Sell
2,056
-1,163
-36% -$134K 0.18% 68
2025
Q4 		$339K Buy
3,219
+29
+0.9% +$2.72K 0.25% 54
2025
Q3 		$268K Buy
3,190
+31
+1% +$2.55K 0.21% 67
2025
Q2 		$250K Buy
3,159
+324
+11% +$25.8K 0.21% 61
2025
Q1 		$254K Buy
+2,835
New +$265K 0.25% 58

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

Fortress Financial Group's MRK Position: Q2 2026 in Review

Fortress Financial Group sold out of Merck (MRK) in Q2 2026, closing a stake of 2,056 shares — an estimated $247K sold.

Fortress Financial Group first reported a position in MRK in Q1 2025 and held it in 5 quarters. The position peaked at $339K in Q4 2025. 3,852 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Fortress Financial Group reported no remaining Merck position as of Q2 2026 after selling out during the quarter.
  • Fortress Financial Group sold 2,056 Merck shares in Q2 2026, an estimated $247K.
  • Fortress Financial Group first reported a position in Merck in Q1 2025 and held it in 5 quarters.
  • Fortress Financial Group's Merck position peaked at $339K in Q4 2025.
  • 3,852 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Fortress Financial Group's 13F filing for Q2 2026, filed 6 Aug 2026.