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Goldstone Financial Group’s Merck MRK Stock Holding History

Goldstone 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 		$564K Sell
4,391
-65
-1% -$7.61K 0.05% 172
2026
Q1 		$536K Buy
4,456
+13
+0.3% +$1.5K 0.06% 162
2025
Q4 		$468K Buy
4,443
+270
+6% +$25.3K 0.05% 168
2025
Q3 		$350K Sell
4,173
-24
-0.6% -$1.98K 0.04% 179
2025
Q2 		$340K Sell
4,197
-15
-0.4% -$1.19K 0.04% 175
2025
Q1 		$378K Buy
4,212
+83
+2% +$7.75K 0.06% 153
2024
Q4 		$411K Buy
4,129
+217
+6% +$22.4K 0.06% 141
2024
Q3 		$444K Sell
3,912
-90
-2% -$10.7K 0.08% 129
2024
Q2 		$496K Buy
4,002
+95
+2% +$12.2K 0.1% 112
2024
Q1 		$516K Buy
3,907
+316
+9% +$39K 0.12% 102
2023
Q4 		$391K Sell
3,591
-21
-0.6% -$2.18K 0.1% 105
2023
Q3 		$372K Buy
3,612
+33
+0.9% +$3.56K 0.11% 105
2023
Q2 		$413K Sell
3,579
-125
-3% -$14.2K 0.12% 102
2023
Q1 		$394K Buy
+3,704
New +$400K 0.13% 95

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

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

Goldstone Financial Group reduced its Merck (MRK) stake by 1.5% in Q2 2026, selling an estimated $7.61K and leaving 4,391 shares worth $564K. The position accounts for 0.05% of the portfolio, ranked #172.

Goldstone Financial Group first reported a position in MRK in Q1 2023 and has held it in 14 quarters since. 3,847 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Goldstone Financial Group held 4,391 shares of Merck worth $564K as of Q2 2026.
  • Goldstone Financial Group sold 65 Merck shares in Q2 2026, an estimated $7.61K.
  • Merck made up 0.05% of Goldstone Financial Group's portfolio in Q2 2026, its #172 holding.
  • Goldstone Financial Group first reported a position in Merck in Q1 2023 and has held it in 14 quarters since.
  • 3,847 funds tracked by Wall St. Rank held Merck as of Q2 2026.

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