Leeward Financial Partners’s Merck MRK Stock Holding History

Leeward 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	$274K	Hold	2,131	–	–	0.07%	96
2026 Q1	$256K	Hold	2,131	–	–	0.08%	93
2025 Q4	$224K	Buy	+2,131	New	+$200K	0.06%	94

Other funds holding MRK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Leeward Financial Partners's MRK Position: Q2 2026 in Review

Leeward Financial Partners held its Merck (MRK) position steady in Q2 2026 at 2,131 shares worth $274K. The position accounts for 0.07% of the portfolio, ranked #96.

Leeward Financial Partners first reported a position in MRK in Q4 2025 and has held it in 3 quarters since. 3,852 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Leeward Financial Partners held 2,131 shares of Merck worth $274K as of Q2 2026.
Leeward Financial Partners left its Merck share count unchanged in Q2 2026.
Merck made up 0.07% of Leeward Financial Partners's portfolio in Q2 2026, its #96 holding.
Leeward Financial Partners first reported a position in Merck in Q4 2025 and has held it in 3 quarters since.
3,852 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Leeward Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.