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Henderson Brothers Financial Partners’s Merck MRK Stock Holding History

Henderson Brothers Financial 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
Q2 		$392K Sell
3,051
-3,164
-51% -$370K 0.19% 52
2026
Q1 		$748K Buy
+6,215
New +$718K 0.19% 51
2025
Q1 		$334K Buy
+3,170
New +$296K 0.17% 54

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Wellington Management Group
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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

Henderson Brothers Financial Partners's MRK Position: Q2 2026 in Review

Henderson Brothers Financial Partners reduced its Merck (MRK) stake by 51% in Q2 2026, selling an estimated $370K and leaving 3,051 shares worth $392K. The position accounts for 0.19% of the portfolio, ranked #52.

Henderson Brothers Financial Partners first reported a position in MRK in Q1 2025 and has held it in 3 quarters since. The position peaked at $748K in Q1 2026. 3,813 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Henderson Brothers Financial Partners held 3,051 shares of Merck worth $392K as of Q2 2026.
  • Henderson Brothers Financial Partners sold 3,164 Merck shares in Q2 2026, an estimated $370K.
  • Merck made up 0.19% of Henderson Brothers Financial Partners's portfolio in Q2 2026, its #52 holding.
  • Henderson Brothers Financial Partners first reported a position in Merck in Q1 2025 and has held it in 3 quarters since.
  • Henderson Brothers Financial Partners's Merck position peaked at $748K in Q1 2026.
  • 3,813 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Henderson Brothers Financial Partners's 13F filing for Q2 2026, filed 13 Aug 2026.