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Sagespring Wealth Partners’s Merck MRK Stock Holding History

Sagespring Wealth 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 		$8.67M Buy
67,467
+1,152
+2% +$135K 0.13% 87
2026
Q1 		$7.98M Sell
66,315
-160
-0.2% -$18.5K 0.15% 88
2025
Q4 		$7M Buy
66,475
+19,946
+43% +$1.87M 0.13% 93
2025
Q3 		$3.91M Buy
46,529
+13,778
+42% +$1.13M 0.08% 127
2025
Q2 		$2.59M Sell
32,751
-10,958
-25% -$871K 0.06% 152
2025
Q1 		$3.92M Sell
43,709
-9,254
-17% -$864K 0.1% 105
2024
Q4 		$5.27M Buy
+52,963
New +$5.46M 0.14% 72

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

Sagespring Wealth Partners's MRK Position: Q2 2026 in Review

Sagespring Wealth Partners increased its Merck (MRK) stake by 1.7% in Q2 2026, buying an estimated $135K and bringing the position to 67,467 shares worth $8.67M. The position accounts for 0.13% of the portfolio, ranked #87.

Sagespring Wealth Partners first reported a position in MRK in Q4 2024 and has held it in 7 quarters since. 3,844 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Sagespring Wealth Partners held 67,467 shares of Merck worth $8.67M as of Q2 2026.
  • Sagespring Wealth Partners bought 1,152 Merck shares in Q2 2026, an estimated $135K.
  • Merck made up 0.13% of Sagespring Wealth Partners's portfolio in Q2 2026, its #87 holding.
  • Sagespring Wealth Partners first reported a position in Merck in Q4 2024 and has held it in 7 quarters since.
  • 3,844 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.