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Garton & Associates Financial Advisors’s Merck MRK Stock Holding History

Garton & Associates Financial Advisors’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
-4,264
Closed -$513K – 47
2026
Q1 		$513K Sell
4,264
-244
-5% -$28.2K 0.42% 58
2025
Q4 		$474K Buy
+4,508
New +$423K 0.27% 68

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

Garton & Associates Financial Advisors's MRK Position: Q2 2026 in Review

Garton & Associates Financial Advisors sold out of Merck (MRK) in Q2 2026, closing a stake of 4,264 shares — an estimated $513K sold.

Garton & Associates Financial Advisors first reported a position in MRK in Q4 2025 and held it in 2 quarters. The position peaked at $513K in Q1 2026. 3,824 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Garton & Associates Financial Advisors reported no remaining Merck position as of Q2 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 4,264 Merck shares in Q2 2026, an estimated $513K.
  • Garton & Associates Financial Advisors first reported a position in Merck in Q4 2025 and held it in 2 quarters.
  • Garton & Associates Financial Advisors's Merck position peaked at $513K in Q1 2026.
  • 3,824 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.