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Root Financial Partners’s Merck MRK Stock Holding History

Root Financial Partners’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
Q1 		$1.36M Sell
11,329
-894
-7% -$103K 0.06% 82
2025
Q4 		$1.29M Buy
12,223
+789
+7% +$74.1K 0.07% 78
2025
Q3 		$960K Buy
11,434
+499
+5% +$41.1K 0.06% 87
2025
Q2 		$866K Buy
10,935
+1,117
+11% +$88.8K 0.08% 84
2025
Q1 		$881K Buy
9,818
+540
+6% +$50.4K 0.09% 76
2024
Q4 		$923K Buy
9,278
+1,215
+15% +$125K 0.11% 65
2024
Q3 		$916K Buy
8,063
+733
+10% +$87.1K 0.15% 51
2024
Q2 		$907K Buy
7,330
+5,353
+271% +$690K 0.21% 40
2024
Q1 		$261K Buy
+1,977
New +$244K 0.08% 87

Other funds holding MRK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Root Financial Partners's MRK Position: Q1 2026 in Review

Root Financial Partners reduced its Merck (MRK) stake by 7.3% in Q1 2026, selling an estimated $103K and leaving 11,329 shares worth $1.36M. The position accounts for 0.06% of the portfolio, ranked #82.

Root Financial Partners first reported a position in MRK in Q1 2024 and has held it in 9 quarters since. 3,778 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Root Financial Partners held 11,329 shares of Merck worth $1.36M as of Q1 2026.
  • Root Financial Partners sold 894 Merck shares in Q1 2026, an estimated $103K.
  • Merck made up 0.06% of Root Financial Partners's portfolio in Q1 2026, its #82 holding.
  • Root Financial Partners first reported a position in Merck in Q1 2024 and has held it in 9 quarters since.
  • 3,778 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.