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Operose Advisors’s Merck MRK Stock Holding History

Operose 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 		$626K Sell
4,872
-158
-3% -$18.5K 0.12% 86
2026
Q1 		$605K Buy
5,030
+329
+7% +$38K 0.14% 78
2025
Q4 		$495K Buy
4,701
+796
+20% +$74.7K 0.12% 88
2025
Q3 		$328K Buy
3,905
+5
+0.1% +$412 0.08% 105
2025
Q2 		$309K Hold
3,900
– – 0.09% 102
2025
Q1 		$350K Sell
3,900
-37
-0.9% -$3.46K 0.12% 90
2024
Q4 		$392K Buy
3,937
+2,536
+181% +$261K 0.13% 88
2024
Q3 		$159K Sell
1,401
-150
-10% -$17.8K 0.05% 161
2024
Q2 		$192K Sell
1,551
-75
-5% -$9.66K 0.07% 138
2024
Q1 		$215K Buy
1,626
+793
+95% +$97.7K 0.07% 146
2023
Q4 		$90.8K Sell
833
-1,570
-65% -$163K 0.04% 168
2023
Q3 		$247K Buy
2,403
+2,026
+537% +$218K 0.1% 100
2023
Q2 		$43.5K Hold
377
– – 0.02% 171
2023
Q1 		$40.1K Hold
377
– – 0.02% 170
2022
Q4 		$41.8K Buy
377
+1
+0.3% +$102 0.02% 165
2022
Q3 		$32K Buy
376
+250
+198% +$22.3K 0.02% 182
2022
Q2 		$12K Hold
126
– – 0.01% 228
2022
Q1 		$10K Hold
126
– – 0.01% 264
2021
Q4 		$10K Buy
+126
New +$10K 0.01% 258

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 $3.38T AUM 44.17% 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

Operose Advisors's MRK Position: Q2 2026 in Review

Operose Advisors reduced its Merck (MRK) stake by 3.1% in Q2 2026, selling an estimated $18.5K and leaving 4,872 shares worth $626K. The position accounts for 0.12% of the portfolio, ranked #86.

Operose Advisors first reported a position in MRK in Q4 2021 and has held it in 19 quarters since. 3,852 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Operose Advisors held 4,872 shares of Merck worth $626K as of Q2 2026.
  • Operose Advisors sold 158 Merck shares in Q2 2026, an estimated $18.5K.
  • Merck made up 0.12% of Operose Advisors's portfolio in Q2 2026, its #86 holding.
  • Operose Advisors first reported a position in Merck in Q4 2021 and has held it in 19 quarters since.
  • 3,852 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Operose Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.