SageGuard Financial Group’s Merck MRK Stock Holding History

SageGuard Financial Group’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	$1.68M	Sell	13,061 -949	-7%	-$111K	0.24%	89
2026 Q1	$1.69M	Sell	14,010 -270	-2%	-$31.2K	0.26%	79
2025 Q4	$1.5M	Buy	+14,280	New	+$1.34M	0.24%	78
2021 Q3	–	Sell	-83,136	Closed	-$6.47M	–	88
2021 Q2	$6.47M	Sell	83,136 -22,602	-21%	-$1.68M	2.94%	9
2021 Q1	$7.79M	Sell	105,738 -76,195	-42%	-$5.62M	3.62%	6
2020 Q4	$14.2M	Buy	+181,933	New	+$13.9M	6.84%	3

Other funds holding MRK

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

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

SageGuard Financial Group's MRK Position: Q2 2026 in Review

SageGuard Financial Group reduced its Merck (MRK) stake by 6.8% in Q2 2026, selling an estimated $111K and leaving 13,061 shares worth $1.68M. The position accounts for 0.24% of the portfolio, ranked #89.

SageGuard Financial Group first reported a position in MRK in Q4 2020 and has held it in 6 quarters since. The position peaked at $14.2M in Q4 2020. 2,517 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

SageGuard Financial Group held 13,061 shares of Merck worth $1.68M as of Q2 2026.
SageGuard Financial Group sold 949 Merck shares in Q2 2026, an estimated $111K.
Merck made up 0.24% of SageGuard Financial Group's portfolio in Q2 2026, its #89 holding.
SageGuard Financial Group first reported a position in Merck in Q4 2020 and has held it in 6 quarters since.
SageGuard Financial Group's Merck position peaked at $14.2M in Q4 2020.
2,517 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on SageGuard Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.