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Paragon Financial Partners’s Merck MRK Stock Holding History

Paragon Financial Partners’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 		$448K Buy
3,439
+356
+12% +$41.7K 0.24% 55
2026
Q1 		$370K Buy
3,083
+2
+0.1% +$231 0.21% 61
2025
Q4 		$324K Buy
3,081
+1
+0% +$94 0.2% 60
2025
Q3 		$258K Sell
3,080
-1
-0% -$82 0.16% 65
2025
Q2 		$244K Buy
3,081
+1
+0% +$79 0.17% 64
2025
Q1 		$276K Sell
3,080
-403
-12% -$37.6K 0.22% 61
2024
Q4 		$347K Sell
3,483
-354
-9% -$36.5K 0.26% 53
2024
Q3 		$436K Buy
3,837
+2
+0.1% +$238 0.32% 49
2024
Q2 		$475K Buy
3,835
+2
+0.1% +$258 0.37% 44
2024
Q1 		$506K Buy
3,833
+1
+0% +$123 0.42% 43
2023
Q4 		$418K Buy
3,832
+2
+0.1% +$208 0.4% 47
2023
Q3 		$394K Buy
3,830
+2
+0.1% +$216 0.41% 45
2023
Q2 		$442K Buy
3,828
+101
+3% +$11.5K 0.42% 45
2023
Q1 		$397K Buy
3,727
+2
+0.1% +$216 0.42% 51
2022
Q4 		$413K Buy
3,725
+1
+0% +$102 0.46% 43
2022
Q3 		$321K Buy
3,724
+2
+0.1% +$179 0.36% 52
2022
Q2 		$339K Buy
3,722
+138
+4% +$12.2K 0.35% 53
2022
Q1 		$294K Buy
3,584
+100
+3% +$7.88K 0.26% 67
2021
Q4 		$267K Buy
+3,484
New +$277K 0.22% 75

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

Paragon Financial Partners's MRK Position: Q2 2026 in Review

Paragon Financial Partners increased its Merck (MRK) stake by 12% in Q2 2026, buying an estimated $41.7K and bringing the position to 3,439 shares worth $448K. The position accounts for 0.24% of the portfolio, ranked #55.

Paragon Financial Partners first reported a position in MRK in Q4 2021 and has held it in 19 quarters since. The position peaked at $506K in Q1 2024. 3,841 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Paragon Financial Partners held 3,439 shares of Merck worth $448K as of Q2 2026.
  • Paragon Financial Partners bought 356 Merck shares in Q2 2026, an estimated $41.7K.
  • Merck made up 0.24% of Paragon Financial Partners's portfolio in Q2 2026, its #55 holding.
  • Paragon Financial Partners first reported a position in Merck in Q4 2021 and has held it in 19 quarters since.
  • Paragon Financial Partners's Merck position peaked at $506K in Q1 2024.
  • 3,841 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Paragon Financial Partners's 13F filing for Q2 2026, filed 7 Aug 2026.