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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
Q2 		$1.56M Buy
12,102
+773
+7% +$90.5K 0.06% 90
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 $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

Root Financial Partners's MRK Position: Q2 2026 in Review

Root Financial Partners increased its Merck (MRK) stake by 6.8% in Q2 2026, buying an estimated $90.5K and bringing the position to 12,102 shares worth $1.56M. The position accounts for 0.06% of the portfolio, ranked #90.

Root Financial Partners first reported a position in MRK in Q1 2024 and has held it in 10 quarters since. 3,841 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Root Financial Partners held 12,102 shares of Merck worth $1.56M as of Q2 2026.
  • Root Financial Partners bought 773 Merck shares in Q2 2026, an estimated $90.5K.
  • Merck made up 0.06% of Root Financial Partners's portfolio in Q2 2026, its #90 holding.
  • Root Financial Partners first reported a position in Merck in Q1 2024 and has held it in 10 quarters since.
  • 3,841 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.