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Semus Wealth Partners’s Merck MRK Stock Holding History

Semus 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 		$830K Sell
6,461
-45
-0.7% -$5.27K 0.4% 50
2026
Q1 		$783K Sell
6,506
-4
-0.1% -$462 0.44% 46
2025
Q4 		$685K Buy
6,510
+55
+0.9% +$5.16K 0.37% 49
2025
Q3 		$542K Sell
6,455
-407
-6% -$33.5K 0.31% 57
2025
Q2 		$543K Buy
6,862
+1,823
+36% +$145K 0.35% 51
2025
Q1 		$452K Buy
5,039
+382
+8% +$35.7K 0.32% 59
2024
Q4 		$463K Buy
4,657
+1,245
+36% +$128K 0.31% 57
2024
Q3 		$387K Buy
3,412
+395
+13% +$46.9K 0.27% 71
2024
Q2 		$374K Sell
3,017
-187
-6% -$24.1K 0.29% 68
2024
Q1 		$423K Sell
3,204
-363
-10% -$44.7K 0.36% 64
2023
Q4 		$389K Sell
3,567
-152
-4% -$15.8K 0.32% 70
2023
Q3 		$383K Buy
3,719
+205
+6% +$22.1K 0.36% 65
2023
Q2 		$405K Buy
3,514
+58
+2% +$6.58K 0.37% 61
2023
Q1 		$368K Sell
3,456
-565
-14% -$61K 0.4% 60
2022
Q4 		$446K Buy
+4,021
New +$411K 0.54% 48

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

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

Semus Wealth Partners reduced its Merck (MRK) stake by 0.69% in Q2 2026, selling an estimated $5.27K and leaving 6,461 shares worth $830K. The position accounts for 0.4% of the portfolio, ranked #50.

Semus Wealth Partners first reported a position in MRK in Q4 2022 and has held it in 15 quarters since. 3,841 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Semus Wealth Partners held 6,461 shares of Merck worth $830K as of Q2 2026.
  • Semus Wealth Partners sold 45 Merck shares in Q2 2026, an estimated $5.27K.
  • Merck made up 0.4% of Semus Wealth Partners's portfolio in Q2 2026, its #50 holding.
  • Semus Wealth Partners first reported a position in Merck in Q4 2022 and has held it in 15 quarters since.
  • 3,841 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Semus Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.