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Marshall Financial Group (Maryland)’s Merck MRK Stock Holding History

Marshall Financial Group (Maryland)’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 		$4.6M Buy
35,820
+3,378
+10% +$395K 0.67% 28
2026
Q1 		$3.9M Sell
32,442
-1,543
-5% -$178K 0.62% 28
2025
Q4 		$3.58M Sell
33,985
-1,785
-5% -$168K 0.69% 25
2025
Q3 		$3M Buy
35,770
+1,143
+3% +$94.1K 0.58% 37
2025
Q2 		$2.8M Buy
34,627
+6,058
+21% +$482K 0.55% 35
2025
Q1 		$2.56M Buy
28,569
+2,223
+8% +$208K 0.56% 36
2024
Q4 		$2.62M Buy
26,346
+3,112
+13% +$321K 0.63% 33
2024
Q3 		$2.64M Buy
23,234
+4,137
+22% +$491K 0.63% 35
2024
Q2 		$2.36M Buy
19,097
+16,570
+656% +$2.13M 0.66% 37
2024
Q1 		$333K Sell
2,527
-225
-8% -$27.7K 0.1% 143
2023
Q4 		$300K Sell
2,752
-13,252
-83% -$1.38M 0.1% 150
2023
Q3 		$1.65M Buy
16,004
+46
+0.3% +$4.96K 0.59% 48
2023
Q2 		$1.84M Sell
15,958
-253
-2% -$28.7K 0.63% 45
2023
Q1 		$1.72M Sell
16,211
-1,880
-10% -$203K 0.62% 42
2022
Q4 		$2.01M Sell
18,091
-170
-0.9% -$17.4K 0.78% 37
2022
Q3 		$1.57M Buy
18,261
+488
+3% +$43.6K 0.66% 34
2022
Q2 		$1.62M Buy
+17,773
New +$1.58M 0.65% 35
2021
Q4 		– Sell
-5,406
Closed -$406K – 223
2021
Q3 		$406K Sell
5,406
-412
-7% -$31.3K 0.21% 129
2021
Q2 		$452K Sell
5,818
-10,362
-64% -$771K 0.24% 124
2021
Q1 		$1.19M Buy
16,180
+505
+3% +$37.3K 0.71% 51
2020
Q4 		$1.22M Buy
+15,675
New +$1.2M 0.8% 42

Other funds holding MRK

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

Marshall Financial Group (Maryland)'s MRK Position: Q2 2026 in Review

Marshall Financial Group (Maryland) increased its Merck (MRK) stake by 10% in Q2 2026, buying an estimated $395K and bringing the position to 35,820 shares worth $4.6M. The position accounts for 0.67% of the portfolio, ranked #28.

Marshall Financial Group (Maryland) first reported a position in MRK in Q4 2020 and has held it in 21 quarters since. 1,299 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Marshall Financial Group (Maryland) held 35,820 shares of Merck worth $4.6M as of Q2 2026.
  • Marshall Financial Group (Maryland) bought 3,378 Merck shares in Q2 2026, an estimated $395K.
  • Merck made up 0.67% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #28 holding.
  • Marshall Financial Group (Maryland) first reported a position in Merck in Q4 2020 and has held it in 21 quarters since.
  • 1,299 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.