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Park Square Financial Group’s Merck MRK Stock Holding History

Park Square 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
Q1 		$11.2K Sell
94
-37
-28% -$4.27K 0.08% 79
2025
Q4 		$12.9K Buy
131
+129
+6,450% +$12.1K 0.08% 127
2025
Q3 		$84 Sell
2
-2,437
-100% -$201K ﹤0.01% 254
2025
Q2 		$193K Sell
2,439
-125
-5% -$9.94K 0.14% 111
2025
Q1 		$230K Sell
2,564
-1,185
-32% -$111K 0.18% 76
2024
Q4 		$373K Buy
+3,749
New +$387K 0.26% 51

Other funds holding MRK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Park Square Financial Group's MRK Position: Q1 2026 in Review

Park Square Financial Group reduced its Merck (MRK) stake by 28% in Q1 2026, selling an estimated $4.27K and leaving 94 shares worth $11.2K. The position accounts for 0.08% of the portfolio, ranked #79.

Park Square Financial Group first reported a position in MRK in Q4 2024 and has held it in 6 quarters since. The position peaked at $373K in Q4 2024. 3,777 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Park Square Financial Group held 94 shares of Merck worth $11.2K as of Q1 2026.
  • Park Square Financial Group sold 37 Merck shares in Q1 2026, an estimated $4.27K.
  • Merck made up 0.08% of Park Square Financial Group's portfolio in Q1 2026, its #79 holding.
  • Park Square Financial Group first reported a position in Merck in Q4 2024 and has held it in 6 quarters since.
  • Park Square Financial Group's Merck position peaked at $373K in Q4 2024.
  • 3,777 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Park Square Financial Group's 13F filing for Q1 2026, filed 13 May 2026.