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Patriot Financial Group Insurance Agency’s Merck MRK Stock Holding History

Patriot Financial Group Insurance Agency’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 		$1.32M Sell
10,279
-11,053
-52% -$1.29M 0.14% 180
2026
Q1 		$2.57M Buy
21,332
+11,399
+115% +$1.32M 0.14% 173
2025
Q4 		$1.05M Sell
9,933
-26
-0.3% -$2.44K 0.12% 202
2025
Q3 		$836K Sell
9,959
-4,744
-32% -$391K 0.11% 214
2025
Q2 		$1.16M Buy
14,703
+728
+5% +$57.9K 0.13% 186
2025
Q1 		$1.25M Sell
13,975
-339
-2% -$31.7K 0.17% 152
2024
Q4 		$1.42M Sell
14,314
-103
-0.7% -$10.6K 0.19% 120
2024
Q3 		$1.64M Buy
14,417
+552
+4% +$65.6K 0.22% 106
2024
Q2 		$1.72M Buy
13,865
+142
+1% +$18.3K 0.25% 92
2024
Q1 		$1.81M Buy
13,723
+1,255
+10% +$155K 0.29% 81
2023
Q4 		$1.36M Buy
12,468
+2
+0% +$208 0.26% 95
2023
Q3 		$1.28M Buy
12,466
+281
+2% +$30.3K 0.27% 90
2023
Q2 		$1.41M Sell
12,185
-274
-2% -$31.1K 0.27% 88
2023
Q1 		$1.33M Buy
12,459
+2,621
+27% +$283K 0.27% 85
2022
Q4 		$1.09M Sell
9,838
-315
-3% -$32.2K 0.15% 96
2022
Q3 		$874K Sell
10,153
-159
-2% -$14.2K 0.21% 122
2022
Q2 		$940K Buy
10,312
+177
+2% +$15.7K 0.19% 115
2022
Q1 		$832K Sell
10,135
-697
-6% -$55K 0.15% 153
2021
Q4 		$830K Buy
10,832
+114
+1% +$9.08K 0.14% 158
2021
Q3 		$805K Sell
10,718
-734
-6% -$55.8K 0.14% 157
2021
Q2 		$891K Buy
11,452
+928
+9% +$69K 0.16% 137
2021
Q1 		$774K Sell
10,524
-883
-8% -$65.1K 0.18% 131
2020
Q4 		$890K Buy
11,407
+666
+6% +$50.9K 0.22% 104
2020
Q3 		$850K Buy
10,741
+52
+0.5% +$4.07K 0.28% 82
2020
Q2 		$789K Buy
10,689
+3,768
+54% +$284K 0.3% 76
2020
Q1 		$508K Buy
6,921
+814
+13% +$64K 0.23% 91
2019
Q4 		$530K Buy
6,107
+260
+4% +$21.4K 0.2% 107
2019
Q3 		$470K Sell
5,847
-133
-2% -$10.7K 0.21% 91
2019
Q2 		$488K Buy
5,980
+409
+7% +$31.3K 0.21% 77
2019
Q1 		$442K Buy
5,571
+2,979
+115% +$223K 0.23% 76
2018
Q4 		$189K Buy
2,592
+357
+16% +$25.2K 0.12% 132
2018
Q3 		$151K Buy
2,235
+1,374
+160% +$87.5K 0.09% 147
2018
Q2 		$50K Sell
861
-914
-51% -$51.6K 0.05% 184
2018
Q1 		$90K Hold
1,775
– – 0.07% 230
2017
Q4 		$95K Buy
1,775
+55
+3% +$3.05K 0.07% 218
2017
Q3 		$106K Buy
1,720
+82
+5% +$4.97K 0.09% 169
2017
Q2 		$98K Buy
1,638
+45
+3% +$2.74K 0.1% 163
2017
Q1 		$97K Sell
1,593
-31
-2% -$1.88K 0.1% 153
2016
Q4 		$97K Buy
+1,624
New +$95K 0.13% 143

Other funds holding MRK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Patriot Financial Group Insurance Agency's MRK Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its Merck (MRK) stake by 52% in Q2 2026, selling an estimated $1.29M and leaving 10,279 shares worth $1.32M. The position accounts for 0.14% of the portfolio, ranked #180.

Patriot Financial Group Insurance Agency first reported a position in MRK in Q4 2016 and has held it in 39 quarters since. The position peaked at $2.57M in Q1 2026. 2,532 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 10,279 shares of Merck worth $1.32M as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 11,053 Merck shares in Q2 2026, an estimated $1.29M.
  • Merck made up 0.14% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #180 holding.
  • Patriot Financial Group Insurance Agency first reported a position in Merck in Q4 2016 and has held it in 39 quarters since.
  • Patriot Financial Group Insurance Agency's Merck position peaked at $2.57M in Q1 2026.
  • 2,532 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.