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Northern Financial Advisors’s Merck MRK Stock Holding History

Northern Financial Advisors’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 		$1.08M Buy
8,398
+143
+2% +$16.7K 0.71% 44
2026
Q1 		$993K Buy
8,255
+3,574
+76% +$413K 0.72% 42
2025
Q4 		$493K Sell
4,681
-2,744
-37% -$258K 0.56% 53
2025
Q3 		$623K Sell
7,425
-462
-6% -$38.1K 0.33% 72
2025
Q2 		$624K Sell
7,887
-699
-8% -$55.6K 0.47% 57
2025
Q1 		$771K Sell
8,586
-6,007
-41% -$561K 0.64% 51
2024
Q4 		$1.45M Sell
14,593
-5,450
-27% -$562K 1.16% 27
2024
Q3 		$2.28M Sell
20,043
-1,861
-8% -$221K 1.73% 12
2024
Q2 		$2.71M Buy
21,904
+464
+2% +$59.8K 2.17% 8
2024
Q1 		$2.83M Buy
21,440
+334
+2% +$41.2K 2.21% 6
2023
Q4 		$2.3M Buy
21,106
+801
+4% +$83.1K 1.94% 6
2023
Q3 		$2.09M Buy
20,305
+4
+0% +$431 1.91% 7
2023
Q2 		$2.34M Sell
20,301
-12
-0.1% -$1.36K 2.06% 6
2023
Q1 		$2.16M Sell
20,313
-7
-0% -$756 2.03% 7
2022
Q4 		$2.25M Buy
+20,320
New +$2.08M 2.55% 5

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

Northern Financial Advisors's MRK Position: Q2 2026 in Review

Northern Financial Advisors increased its Merck (MRK) stake by 1.7% in Q2 2026, buying an estimated $16.7K and bringing the position to 8,398 shares worth $1.08M. The position accounts for 0.71% of the portfolio, ranked #44.

Northern Financial Advisors first reported a position in MRK in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.83M in Q1 2024. 3,841 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Northern Financial Advisors held 8,398 shares of Merck worth $1.08M as of Q2 2026.
  • Northern Financial Advisors bought 143 Merck shares in Q2 2026, an estimated $16.7K.
  • Merck made up 0.71% of Northern Financial Advisors's portfolio in Q2 2026, its #44 holding.
  • Northern Financial Advisors first reported a position in Merck in Q4 2022 and has held it in 15 quarters since.
  • Northern Financial Advisors's Merck position peaked at $2.83M in Q1 2024.
  • 3,841 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Northern Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.