Guardian Partners
MRK icon

Guardian Partners’s Merck MRK Stock Holding History

Guardian Partners’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
Q3 		$368K Hold
2,532
– – 0.03% 175
2026
Q2 		$325K Sell
2,532
-10,352
-80% -$1.21M 0.03% 173
2026
Q1 		$1.55M Buy
12,884
+310
+2% +$35.8K 0.13% 95
2025
Q4 		$1.48M Buy
12,574
+9,879
+367% +$927K 0.12% 107
2025
Q3 		$243K Hold
2,695
– – 0.02% 168
2025
Q2 		$226K Hold
2,695
– – 0.02% 171
2025
Q1 		$212K Hold
2,695
– – 0.02% 163
2024
Q4 		$269K Buy
+2,695
New +$278K 0.03% 148

Other funds holding MRK

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Guardian Partners's MRK Position: Q3 2026 in Review

Guardian Partners held its Merck (MRK) position steady in Q3 2026 at 2,532 shares worth $368K. The position accounts for 0.03% of the portfolio, ranked #175.

Guardian Partners first reported a position in MRK in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.55M in Q1 2026. 3,196 funds tracked by Wall St. Rank hold MRK as of Q3 2026.

  • Guardian Partners held 2,532 shares of Merck worth $368K as of Q3 2026.
  • Guardian Partners left its Merck share count unchanged in Q3 2026.
  • Merck made up 0.03% of Guardian Partners's portfolio in Q3 2026, its #175 holding.
  • Guardian Partners first reported a position in Merck in Q4 2024 and has held it in 8 quarters since.
  • Guardian Partners's Merck position peaked at $1.55M in Q1 2026.
  • 3,196 funds tracked by Wall St. Rank held Merck as of Q3 2026.

Based on Guardian Partners's 13F filing for Q3 2026, filed 21 Oct 2026.