Ritter Daniher Financial Advisory’s Merck MRK Stock Holding History

Ritter Daniher Financial Advisory’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	$162K	Hold	1,257	–	–	0.02%	180
2026 Q1	$151K	Sell	1,257 -49	-4%	-$5.66K	0.03%	181
2025 Q4	$137K	Buy	1,306 +143	+12%	+$13.4K	0.02%	193
2025 Q3	$97.6K	Hold	1,163	–	–	0.02%	192
2025 Q2	$92.1K	Buy	1,163 +686	+144%	+$54.5K	0.02%	131
2025 Q1	$42.8K	Hold	477	–	–	0.01%	176
2024 Q4	$47.5K	Hold	477	–	–	0.01%	165
2024 Q3	$54.2K	Hold	477	–	–	0.02%	150
2024 Q2	$59.1K	Sell	477 -15	-3%	-$1.93K	0.02%	137
2024 Q1	$64.9K	Hold	492	–	–	0.02%	131
2023 Q4	$53.6K	Hold	492	–	–	0.02%	144
2023 Q3	$50.7K	Hold	492	–	–	0.02%	141
2023 Q2	$56.8K	Hold	492	–	–	0.02%	128
2023 Q1	$52.3K	Hold	492	–	–	0.02%	134
2022 Q4	$54.6K	Hold	492	–	–	0.03%	138
2022 Q3	$42K	Sell	492 -25	-5%	-$2.23K	0.03%	126
2022 Q2	$47K	Hold	517	–	–	0.03%	114
2022 Q1	$42K	Hold	517	–	–	0.03%	121
2021 Q4	$40K	Buy	517 +131	+34%	+$10.4K	0.03%	117
2021 Q3	$29K	Hold	386	–	–	0.02%	130
2021 Q2	$30K	Sell	386 -19	-5%	-$1.41K	0.02%	121
2021 Q1	$30K	Hold	405	–	–	0.02%	113
2020 Q4	$32K	Buy	+405	New	+$31K	0.03%	108

Other funds holding MRK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ritter Daniher Financial Advisory's MRK Position: Q2 2026 in Review

Ritter Daniher Financial Advisory held its Merck (MRK) position steady in Q2 2026 at 1,257 shares worth $162K. The position accounts for 0.02% of the portfolio, ranked #180.

Ritter Daniher Financial Advisory first reported a position in MRK in Q4 2020 and has held it in 23 quarters since. 3,824 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Ritter Daniher Financial Advisory held 1,257 shares of Merck worth $162K as of Q2 2026.
Ritter Daniher Financial Advisory left its Merck share count unchanged in Q2 2026.
Merck made up 0.02% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #180 holding.
Ritter Daniher Financial Advisory first reported a position in Merck in Q4 2020 and has held it in 23 quarters since.
3,824 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.