SageView Advisory Group’s Merck MRK Stock Holding History

SageView Advisory 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	$3.24M	Buy	25,250 +1,929	+8%	+$226K	0.11%	119
2026 Q1	$2.81M	Sell	23,321 -18,258	-44%	-$2.11M	0.1%	109
2025 Q4	$4.38M	Sell	41,579 -4,117	-9%	-$386K	0.15%	87
2025 Q3	$3.84M	Buy	45,696 +22,285	+95%	+$1.84M	0.13%	101
2025 Q2	$1.97M	Buy	23,411 +6,060	+35%	+$482K	0.07%	137
2025 Q1	$1.56M	Sell	17,351 -7,002	-29%	-$654K	0.07%	153
2024 Q4	$2.42M	Buy	24,353 +4,444	+22%	+$458K	0.1%	110
2024 Q3	$2.26M	Sell	19,909 -10,013	-33%	-$1.19M	0.11%	105
2024 Q2	$3.7M	Buy	+29,922	New	+$3.85M	0.17%	76
2024 Q1	–	Sell	-35,032	Closed	-$4.26M	–	678
2023 Q4	$4.26M	Buy	35,032 +16,983	+94%	+$1.76M	0.18%	69
2023 Q3	$1.86M	Sell	18,049 -2,270	-11%	-$245K	0.11%	117
2023 Q2	$2.34M	Buy	20,319 +900	+5%	+$102K	0.13%	104
2023 Q1	$2.07M	Buy	19,419 +10,539	+119%	+$1.14M	0.13%	112
2022 Q4	$985K	Buy	+8,880	New	+$908K	0.08%	156

Other funds holding MRK

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SageView Advisory Group's MRK Position: Q2 2026 in Review

SageView Advisory Group increased its Merck (MRK) stake by 8.3% in Q2 2026, buying an estimated $226K and bringing the position to 25,250 shares worth $3.24M. The position accounts for 0.11% of the portfolio, ranked #119.

SageView Advisory Group first reported a position in MRK in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.38M in Q4 2025. 3,844 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

SageView Advisory Group held 25,250 shares of Merck worth $3.24M as of Q2 2026.
SageView Advisory Group bought 1,929 Merck shares in Q2 2026, an estimated $226K.
Merck made up 0.11% of SageView Advisory Group's portfolio in Q2 2026, its #119 holding.
SageView Advisory Group first reported a position in Merck in Q4 2022 and has held it in 14 quarters since.
SageView Advisory Group's Merck position peaked at $4.38M in Q4 2025.
3,844 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.