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Novak & Powell Financial Services’s Merck MRK Stock Holding History

Novak & Powell Financial Services’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 		$639K Buy
4,975
+15
+0.3% +$1.76K 0.3% 69
2026
Q1 		$597K Buy
4,960
+86
+2% +$9.93K 0.32% 70
2025
Q4 		$513K Sell
4,874
-61
-1% -$5.73K 0.27% 83
2025
Q3 		$414K Buy
4,935
+21
+0.4% +$1.73K 0.22% 92
2025
Q2 		$389K Buy
4,914
+19
+0.4% +$1.51K 0.27% 81
2025
Q1 		$439K Buy
4,895
+421
+9% +$39.3K 0.27% 81
2024
Q4 		$445K Buy
4,474
+15
+0.3% +$1.55K 0.27% 83
2024
Q3 		$506K Buy
4,459
+12
+0.3% +$1.43K 0.29% 81
2024
Q2 		$551K Buy
4,447
+11
+0.2% +$1.42K 0.34% 71
2024
Q1 		$585K Buy
4,436
+13
+0.3% +$1.6K 0.44% 58
2023
Q4 		$482K Buy
+4,423
New +$459K 0.32% 77

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

Novak & Powell Financial Services's MRK Position: Q2 2026 in Review

Novak & Powell Financial Services increased its Merck (MRK) stake by 0.3% in Q2 2026, buying an estimated $1.76K and bringing the position to 4,975 shares worth $639K. The position accounts for 0.3% of the portfolio, ranked #69.

Novak & Powell Financial Services first reported a position in MRK in Q4 2023 and has held it in 11 quarters since. 3,844 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Novak & Powell Financial Services held 4,975 shares of Merck worth $639K as of Q2 2026.
  • Novak & Powell Financial Services bought 15 Merck shares in Q2 2026, an estimated $1.76K.
  • Merck made up 0.3% of Novak & Powell Financial Services's portfolio in Q2 2026, its #69 holding.
  • Novak & Powell Financial Services first reported a position in Merck in Q4 2023 and has held it in 11 quarters since.
  • 3,844 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Novak & Powell Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.