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Rollins Financial Advisors’s Merck MRK Stock Holding History

Rollins Financial Advisors’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 		$352K Buy
2,737
+9
+0.3% +$1.05K 0.05% 136
2026
Q1 		$328K Buy
2,728
+10
+0.4% +$1.15K 0.05% 128
2025
Q4 		$286K Buy
2,718
+12
+0.4% +$1.13K 0.04% 127
2025
Q3 		$227K Buy
2,706
+12
+0.4% +$988 0.03% 138
2025
Q2 		$213K Buy
2,694
+13
+0.5% +$1.03K 0.03% 134
2025
Q1 		$241K Sell
2,681
-822
-23% -$76.7K 0.04% 115
2024
Q4 		$349K Buy
3,503
+8
+0.2% +$825 0.05% 99
2024
Q3 		$397K Buy
3,495
+2
+0.1% +$238 0.07% 89
2024
Q2 		$432K Buy
3,493
+1,322
+61% +$170K 0.07% 80
2024
Q1 		$286K Buy
+2,171
New +$268K 0.05% 97

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 $3.38T AUM 44.17% 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

Rollins Financial Advisors's MRK Position: Q2 2026 in Review

Rollins Financial Advisors increased its Merck (MRK) stake by 0.33% in Q2 2026, buying an estimated $1.05K and bringing the position to 2,737 shares worth $352K. The position accounts for 0.05% of the portfolio, ranked #136.

Rollins Financial Advisors first reported a position in MRK in Q1 2024 and has held it in 10 quarters since. The position peaked at $432K in Q2 2024. 3,852 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Rollins Financial Advisors held 2,737 shares of Merck worth $352K as of Q2 2026.
  • Rollins Financial Advisors bought 9 Merck shares in Q2 2026, an estimated $1.05K.
  • Merck made up 0.05% of Rollins Financial Advisors's portfolio in Q2 2026, its #136 holding.
  • Rollins Financial Advisors first reported a position in Merck in Q1 2024 and has held it in 10 quarters since.
  • Rollins Financial Advisors's Merck position peaked at $432K in Q2 2024.
  • 3,852 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Rollins Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.