SAI
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Savvy Advisors Inc’s Merck MRK Stock Holding History

Savvy Advisors Inc’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 		$5.94M Buy
46,232
+16,122
+54% +$1.89M 0.13% 138
2026
Q1 		$3.62M Buy
30,110
+4,543
+18% +$524K 0.1% 162
2025
Q4 		$2.69M Buy
25,567
+8,627
+51% +$810K 0.09% 179
2025
Q3 		$1.42M Buy
16,940
+8,855
+110% +$729K 0.07% 208
2025
Q2 		$640K Buy
8,085
+871
+12% +$69.2K 0.04% 305
2025
Q1 		$647K Sell
7,214
-129
-2% -$12K 0.07% 239
2024
Q4 		$730K Buy
7,343
+195
+3% +$20.1K 0.09% 189
2024
Q3 		$812K Buy
7,148
+1,013
+17% +$120K 0.16% 127
2024
Q2 		$760K Buy
6,135
+3,285
+115% +$423K 0.25% 96
2024
Q1 		$376K Buy
+2,850
New +$351K 0.22% 129

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 $3.38T AUM 44.17% 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

Savvy Advisors Inc's MRK Position: Q2 2026 in Review

Savvy Advisors Inc increased its Merck (MRK) stake by 54% in Q2 2026, buying an estimated $1.89M and bringing the position to 46,232 shares worth $5.94M. The position accounts for 0.13% of the portfolio, ranked #138.

Savvy Advisors Inc first reported a position in MRK in Q1 2024 and has held it in 10 quarters since. 3,852 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Savvy Advisors Inc held 46,232 shares of Merck worth $5.94M as of Q2 2026.
  • Savvy Advisors Inc bought 16,122 Merck shares in Q2 2026, an estimated $1.89M.
  • Merck made up 0.13% of Savvy Advisors Inc's portfolio in Q2 2026, its #138 holding.
  • Savvy Advisors Inc first reported a position in Merck in Q1 2024 and has held it in 10 quarters since.
  • 3,852 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.