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Portfolio Resources Advisor Group’s Merck MRK Stock Holding History

Portfolio Resources Advisor 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
Q2 		– Sell
-148
Closed -$17.9K – 169
2026
Q1 		$17.9K Sell
148
-9
-6% -$1.04K 0.02% 107
2025
Q4 		$16.7K Buy
+157
New +$14.7K 0.02% 105

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

Portfolio Resources Advisor Group's MRK Position: Q2 2026 in Review

Portfolio Resources Advisor Group sold out of Merck (MRK) in Q2 2026, closing a stake of 148 shares — an estimated $17.9K sold.

Portfolio Resources Advisor Group first reported a position in MRK in Q4 2025 and held it in 2 quarters. The position peaked at $17.9K in Q1 2026. 3,824 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Portfolio Resources Advisor Group reported no remaining Merck position as of Q2 2026 after selling out during the quarter.
  • Portfolio Resources Advisor Group sold 148 Merck shares in Q2 2026, an estimated $17.9K.
  • Portfolio Resources Advisor Group first reported a position in Merck in Q4 2025 and held it in 2 quarters.
  • Portfolio Resources Advisor Group's Merck position peaked at $17.9K in Q1 2026.
  • 3,824 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Portfolio Resources Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.