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Prospect Financial Group’s Merck MRK Stock Holding History

Prospect 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
Q2 		$347K Buy
2,699
+76
+3% +$8.9K 0.28% 49
2026
Q1 		$316K Buy
2,623
+17
+0.7% +$1.96K 0.29% 45
2025
Q4 		$274K Sell
2,606
-136
-5% -$12.8K 0.26% 48
2025
Q3 		$230K Sell
2,742
-104
-4% -$8.57K 0.22% 53
2025
Q2 		$225K Sell
2,846
-142
-5% -$11.3K 0.24% 53
2025
Q1 		$268K Buy
2,988
+430
+17% +$40.1K 0.34% 47
2024
Q4 		$254K Buy
+2,558
New +$264K 0.31% 45

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

Prospect Financial Group's MRK Position: Q2 2026 in Review

Prospect Financial Group increased its Merck (MRK) stake by 2.9% in Q2 2026, buying an estimated $8.9K and bringing the position to 2,699 shares worth $347K. The position accounts for 0.28% of the portfolio, ranked #49.

Prospect Financial Group first reported a position in MRK in Q4 2024 and has held it in 7 quarters since. 3,841 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Prospect Financial Group held 2,699 shares of Merck worth $347K as of Q2 2026.
  • Prospect Financial Group bought 76 Merck shares in Q2 2026, an estimated $8.9K.
  • Merck made up 0.28% of Prospect Financial Group's portfolio in Q2 2026, its #49 holding.
  • Prospect Financial Group first reported a position in Merck in Q4 2024 and has held it in 7 quarters since.
  • 3,841 funds tracked by Wall St. Rank held Merck as of Q2 2026.

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