IFG
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Independent Financial Group’s Merck MRK Stock Holding History

Independent 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 		$5.73M Sell
44,565
-5,567
-11% -$652K 0.11% 191
2026
Q1 		$6.03M Buy
50,132
+1,921
+4% +$222K 0.14% 153
2025
Q4 		$5.07M Buy
48,211
+19,587
+68% +$1.84M 0.11% 168
2025
Q3 		$2.4M Buy
28,624
+817
+3% +$67.3K 0.06% 327
2025
Q2 		$2.2M Buy
27,807
+1,293
+5% +$103K 0.06% 315
2025
Q1 		$2.38M Buy
26,514
+4,053
+18% +$378K 0.08% 242
2024
Q4 		$2.23M Sell
22,461
-3,316
-13% -$342K 0.07% 263
2024
Q3 		$2.93M Sell
25,777
-4,057
-14% -$482K 0.11% 189
2024
Q2 		$3.69M Sell
29,834
-5,985
-17% -$771K 0.15% 130
2024
Q1 		$4.73M Buy
35,819
+5,811
+19% +$716K 0.22% 101
2023
Q4 		$3.27M Sell
30,008
-1,642
-5% -$170K 0.17% 129
2023
Q3 		$3.26M Buy
31,650
+2,316
+8% +$250K 0.21% 101
2023
Q2 		$3.38M Buy
29,334
+2,830
+11% +$321K 0.23% 91
2023
Q1 		$2.82M Sell
26,504
-1,216
-4% -$131K 0.23% 106
2022
Q4 		$3.08M Buy
27,720
+2,392
+9% +$245K 0.26% 75
2022
Q3 		$2.18M Sell
25,328
-1,555
-6% -$139K 0.2% 102
2022
Q2 		$2.45M Buy
26,883
+2,957
+12% +$262K 0.26% 81
2022
Q1 		$1.96M Buy
23,926
+3,499
+17% +$276K 0.16% 131
2021
Q4 		$1.57M Buy
20,427
+872
+4% +$69.5K 0.13% 156
2021
Q3 		$1.47M Sell
19,555
-1,018
-5% -$77.4K 0.15% 138
2021
Q2 		$1.6M Buy
20,573
+778
+4% +$57.9K 0.17% 133
2021
Q1 		$1.46M Buy
19,795
+1,695
+9% +$125K 0.19% 133
2020
Q4 		$1.41M Buy
18,100
+1,009
+6% +$77.2K 0.21% 121
2020
Q3 		$1.35M Buy
17,091
+500
+3% +$39.2K 0.25% 95
2020
Q2 		$1.22M Sell
16,591
-209
-1% -$15.7K 0.27% 90
2020
Q1 		$1.23M Buy
+16,800
New +$1.32M 0.36% 65

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

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

Independent Financial Group reduced its Merck (MRK) stake by 11% in Q2 2026, selling an estimated $652K and leaving 44,565 shares worth $5.73M. The position accounts for 0.11% of the portfolio, ranked #191.

Independent Financial Group first reported a position in MRK in Q1 2020 and has held it in 26 quarters since. The position peaked at $6.03M in Q1 2026. 3,820 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Independent Financial Group held 44,565 shares of Merck worth $5.73M as of Q2 2026.
  • Independent Financial Group sold 5,567 Merck shares in Q2 2026, an estimated $652K.
  • Merck made up 0.11% of Independent Financial Group's portfolio in Q2 2026, its #191 holding.
  • Independent Financial Group first reported a position in Merck in Q1 2020 and has held it in 26 quarters since.
  • Independent Financial Group's Merck position peaked at $6.03M in Q1 2026.
  • 3,820 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.