Holistic Financial Partners’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $204K | Sell |
1,590
-1,229
| -44% | -$144K | 0.12% | 115 |
|
|
2026
Q1 | $339K | Buy |
2,819
+80
| +3% | +$9.24K | 0.13% | 82 |
|
|
2025
Q4 | $288K | Sell |
2,739
-313
| -10% | -$29.4K | 0.1% | 99 |
|
|
2025
Q3 | $256K | Buy |
3,052
+477
| +19% | +$39.3K | 0.1% | 117 |
|
|
2025
Q2 | $204K | Sell |
2,575
-1,834
| -42% | -$146K | 0.09% | 121 |
|
|
2025
Q1 | $396K | Sell |
4,409
-187
| -4% | -$17.5K | 0.19% | 67 |
|
|
2024
Q4 | $457K | Buy |
4,596
+339
| +8% | +$34.9K | 0.23% | 56 |
|
|
2024
Q3 | $483K | Sell |
4,257
-37
| -0.9% | -$4.4K | 0.23% | 54 |
|
|
2024
Q2 | $532K | Sell |
4,294
-299
| -7% | -$38.5K | 0.27% | 44 |
|
|
2024
Q1 | $606K | Sell |
4,593
-441
| -9% | -$54.4K | 0.31% | 43 |
|
|
2023
Q4 | $549K | Sell |
5,034
-153
| -3% | -$15.9K | 0.33% | 41 |
|
|
2023
Q3 | $534K | Buy |
5,187
+198
| +4% | +$21.3K | 0.35% | 40 |
|
|
2023
Q2 | $576K | Sell |
4,989
-285
| -5% | -$32.4K | 0.4% | 37 |
|
|
2023
Q1 | $561K | Buy |
5,274
+249
| +5% | +$26.9K | 0.44% | 36 |
|
|
2022
Q4 | $558K | Sell |
5,025
-873
| -15% | -$89.2K | 0.5% | 30 |
|
|
2022
Q3 | $508K | Buy |
5,898
+630
| +12% | +$56.2K | 0.5% | 28 |
|
|
2022
Q2 | $480K | Sell |
5,268
-764
| -13% | -$67.7K | 0.45% | 37 |
|
|
2022
Q1 | $495K | Sell |
6,032
-234
| -4% | -$18.4K | 0.31% | 42 |
|
|
2021
Q4 | $480K | Buy |
6,266
+107
| +2% | +$8.52K | 0.28% | 49 |
|
|
2021
Q3 | $463K | Buy |
6,159
+520
| +9% | +$39.5K | 0.29% | 47 |
|
|
2021
Q2 | $439K | Sell |
5,639
-275
| -5% | -$20.5K | 0.26% | 57 |
|
|
2021
Q1 | $435K | Buy |
5,914
+359
| +6% | +$26.5K | 0.29% | 49 |
|
|
2020
Q4 | $434K | Buy |
5,555
+271
| +5% | +$20.7K | 0.3% | 47 |
|
|
2020
Q3 | $419K | Buy |
5,284
+547
| +12% | +$42.8K | 0.34% | 41 |
|
|
2020
Q2 | $350K | Sell |
4,737
-210
| -4% | -$15.8K | 0.3% | 38 |
|
|
2020
Q1 | $363K | Buy |
4,947
+71
| +1% | +$5.58K | 0.38% | 38 |
|
|
2019
Q4 | $423K | Buy |
4,876
+451
| +10% | +$37K | 0.25% | 50 |
|
|
2019
Q3 | $356K | Sell |
4,425
-790
| -15% | -$63.3K | 0.32% | 44 |
|
|
2019
Q2 | $417K | Sell |
5,215
-89
| -2% | -$6.82K | 0.42% | 33 |
|
|
2019
Q1 | $421K | Buy |
5,304
+34
| +0.6% | +$2.54K | 0.18% | 58 |
|
|
2018
Q4 | $384K | Sell |
5,270
-358
| -6% | -$25.3K | 0.4% | 33 |
|
|
2018
Q3 | $381K | Buy |
+5,628
| New | +$359K | 0.36% | 34 |
|
|
2018
Q2 | – | Sell |
-5,806
| Closed | -$302K | – | 245 |
|
|
2018
Q1 | $302K | Buy |
5,806
+376
| +7% | +$20.3K | 0.25% | 41 |
|
|
2017
Q4 | $292K | Buy |
+5,430
| New | +$301K | 0.24% | 43 |
|
Other funds holding MRK
ECSS
ATO
Holistic Financial Partners's MRK Position: Q2 2026 in Review
Holistic Financial Partners reduced its Merck (MRK) stake by 44% in Q2 2026, selling an estimated $144K and leaving 1,590 shares worth $204K. The position accounts for 0.12% of the portfolio, ranked #115.
Holistic Financial Partners first reported a position in MRK in Q4 2017 and has held it in 34 quarters since. The position peaked at $606K in Q1 2024. 1,660 funds tracked by Wall St. Rank hold MRK as of Q2 2026.
- Holistic Financial Partners held 1,590 shares of Merck worth $204K as of Q2 2026.
- Holistic Financial Partners sold 1,229 Merck shares in Q2 2026, an estimated $144K.
- Merck made up 0.12% of Holistic Financial Partners's portfolio in Q2 2026, its #115 holding.
- Holistic Financial Partners first reported a position in Merck in Q4 2017 and has held it in 34 quarters since.
- Holistic Financial Partners's Merck position peaked at $606K in Q1 2024.
- 1,660 funds tracked by Wall St. Rank held Merck as of Q2 2026.
Based on Holistic Financial Partners's 13F filing for Q2 2026, filed 23 Jul 2026.