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Richardson Financial Services’s Merck MRK Stock Holding History

Richardson Financial Services’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 		$325K Buy
2,529
+278
+12% +$32.5K 0.18% 113
2026
Q1 		$271K Buy
2,251
+896
+66% +$103K 0.17% 127
2025
Q4 		$143K Buy
1,355
+407
+43% +$38.2K 0.05% 191
2025
Q3 		$79.5K Buy
948
+55
+6% +$4.53K 0.05% 234
2025
Q2 		$73K Buy
893
+185
+26% +$14.7K 0.05% 224
2025
Q1 		$63.5K Sell
708
-261
-27% -$24.4K 0.05% 219
2024
Q4 		$95.3K Sell
969
-462
-32% -$47.6K 0.07% 196
2024
Q3 		$177K Hold
1,431
– – 0.11% 157
2024
Q2 		$177K Sell
1,431
-502
-26% -$64.7K 0.13% 148
2024
Q1 		$258K Buy
1,933
+210
+12% +$25.9K 0.18% 125
2023
Q4 		$188K Buy
+1,723
New +$179K 0.16% 132

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

Richardson Financial Services's MRK Position: Q2 2026 in Review

Richardson Financial Services increased its Merck (MRK) stake by 12% in Q2 2026, buying an estimated $32.5K and bringing the position to 2,529 shares worth $325K. The position accounts for 0.18% of the portfolio, ranked #113.

Richardson Financial Services first reported a position in MRK in Q4 2023 and has held it in 11 quarters since. 3,844 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Richardson Financial Services held 2,529 shares of Merck worth $325K as of Q2 2026.
  • Richardson Financial Services bought 278 Merck shares in Q2 2026, an estimated $32.5K.
  • Merck made up 0.18% of Richardson Financial Services's portfolio in Q2 2026, its #113 holding.
  • Richardson Financial Services first reported a position in Merck in Q4 2023 and has held it in 11 quarters since.
  • 3,844 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.