SevenBridge Financial Group’s Merck MRK Stock Holding History

SevenBridge 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
2020 Q1	–	Sell	-1	Closed	-$2.1M	–	141
2019 Q4	$2.1M	Buy	+1	New	+$82	0.55%	42
2019 Q3	–	Sell	-12	Closed	-$16.6M	–	417
2019 Q2	$16.6M	Hold	12	–	–	5.96%	2
2019 Q1	$16.4M	Hold	12	–	–	6.16%	2
2018 Q4	$11K	Sell	12 -9	-43%	-$635	0.01%	362
2018 Q3	$7K	Hold	21	–	–	﹤0.01%	455
2018 Q2	$1K	Hold	21	–	–	﹤0.01%	582
2018 Q1	$1K	Buy	+21	New	+$1.13K	﹤0.01%	592
2017 Q4	–	Sell	-21	Closed	-$2K	–	632
2017 Q3	$2K	Hold	21	–	–	﹤0.01%	576
2017 Q2	$4K	Hold	21	–	–	﹤0.01%	547
2017 Q1	$4K	Buy	+21	New	+$1.27K	﹤0.01%	532

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

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

SevenBridge Financial Group reduced its Merck (MRK) stake by 6.1% in Q2 2026, selling an estimated $192K and leaving 25,263 shares worth $3.25M. The position accounts for 0.48% of the portfolio, ranked #65.

SevenBridge Financial Group first reported a position in MRK in Q2 2016 and has held it in 41 quarters since. The position peaked at $7.09M in Q1 2024. 3,834 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

SevenBridge Financial Group held 25,263 shares of Merck worth $3.25M as of Q2 2026.
SevenBridge Financial Group sold 1,640 Merck shares in Q2 2026, an estimated $192K.
Merck made up 0.48% of SevenBridge Financial Group's portfolio in Q2 2026, its #65 holding.
SevenBridge Financial Group first reported a position in Merck in Q2 2016 and has held it in 41 quarters since.
SevenBridge Financial Group's Merck position peaked at $7.09M in Q1 2024.
3,834 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on SevenBridge Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.