Mosaic Financial Group’s Merck MRK Stock Holding History

Mosaic 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	$982K	Sell	7,641 -73	-0.9%	-$8.54K	0.63%	39
2026 Q1	$928K	Buy	7,714 +318	+4%	+$36.7K	0.66%	40
2025 Q4	$779K	Sell	7,396 -59	-0.8%	-$5.54K	0.53%	43
2025 Q3	$626K	Hold	7,455	–	–	0.45%	50
2025 Q2	$590K	Hold	7,455	–	–	0.45%	50
2025 Q1	$669K	Sell	7,455 -488	-6%	-$45.6K	0.54%	47
2024 Q4	$790K	Hold	7,943	–	–	0.57%	42
2024 Q3	$902K	Sell	7,943 -288	-3%	-$34.2K	0.64%	40
2024 Q2	$1.02M	Buy	8,231 +202	+3%	+$26K	0.73%	37
2024 Q1	$1.06M	Buy	+8,029	New	+$990K	0.85%	32

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 $3.37T AUM 44.26% 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

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

Mosaic Financial Group reduced its Merck (MRK) stake by 0.95% in Q2 2026, selling an estimated $8.54K and leaving 7,641 shares worth $982K. The position accounts for 0.63% of the portfolio, ranked #39.

Mosaic Financial Group first reported a position in MRK in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.06M in Q1 2024. 3,833 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Mosaic Financial Group held 7,641 shares of Merck worth $982K as of Q2 2026.
Mosaic Financial Group sold 73 Merck shares in Q2 2026, an estimated $8.54K.
Merck made up 0.63% of Mosaic Financial Group's portfolio in Q2 2026, its #39 holding.
Mosaic Financial Group first reported a position in Merck in Q1 2024 and has held it in 10 quarters since.
Mosaic Financial Group's Merck position peaked at $1.06M in Q1 2024.
3,833 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Mosaic Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.