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Souders Financial Advisors’s Merck MRK Stock Holding History

Souders Financial Advisors’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 		$1.59M Buy
12,395
+1,532
+14% +$179K 0.16% 73
2026
Q1 		$1.31M Sell
10,863
-1,814
-14% -$209K 0.15% 79
2025
Q4 		$1.33M Buy
12,677
+3,559
+39% +$334K 0.15% 76
2025
Q3 		$765K Buy
9,118
+3,234
+55% +$266K 0.09% 107
2025
Q2 		$466K Buy
5,884
+3,192
+119% +$254K 0.06% 137
2025
Q1 		$242K Sell
2,692
-4,471
-62% -$417K 0.03% 166
2024
Q4 		$713K Sell
7,163
-2,675
-27% -$276K 0.1% 112
2024
Q3 		$1.12M Buy
9,838
+12
+0.1% +$1.43K 0.16% 96
2024
Q2 		$1.22M Buy
9,826
+1,810
+23% +$233K 0.18% 85
2024
Q1 		$1.06M Sell
8,016
-1,063
-12% -$131K 0.17% 87
2023
Q4 		$990K Sell
9,079
-3,707
-29% -$385K 0.17% 89
2023
Q3 		$1.32M Buy
12,786
+154
+1% +$16.6K 0.25% 78
2023
Q2 		$1.46M Buy
12,632
+4,147
+49% +$471K 0.28% 75
2023
Q1 		$903K Sell
8,485
-4,911
-37% -$530K 0.19% 85
2022
Q4 		$1.49M Sell
13,396
-103
-0.8% -$10.5K 0.34% 72
2022
Q3 		$1.16M Buy
13,499
+1,406
+12% +$126K 0.32% 74
2022
Q2 		$1.1M Sell
12,093
-28,112
-70% -$2.49M 0.32% 68
2022
Q1 		$3.3M Buy
+40,205
New +$3.17M 0.95% 33
2020
Q4 		– Sell
-5,922
Closed -$458K – 114
2020
Q3 		$458K Buy
5,922
+557
+10% +$43.6K 0.22% 79
2020
Q2 		$396K Sell
5,365
-723
-12% -$54.4K 0.23% 76
2020
Q1 		$447K Buy
+6,088
New +$478K 0.39% 58

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

Souders Financial Advisors's MRK Position: Q2 2026 in Review

Souders Financial Advisors increased its Merck (MRK) stake by 14% in Q2 2026, buying an estimated $179K and bringing the position to 12,395 shares worth $1.59M. The position accounts for 0.16% of the portfolio, ranked #73.

Souders Financial Advisors first reported a position in MRK in Q1 2020 and has held it in 21 quarters since. The position peaked at $3.3M in Q1 2022. 3,841 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Souders Financial Advisors held 12,395 shares of Merck worth $1.59M as of Q2 2026.
  • Souders Financial Advisors bought 1,532 Merck shares in Q2 2026, an estimated $179K.
  • Merck made up 0.16% of Souders Financial Advisors's portfolio in Q2 2026, its #73 holding.
  • Souders Financial Advisors first reported a position in Merck in Q1 2020 and has held it in 21 quarters since.
  • Souders Financial Advisors's Merck position peaked at $3.3M in Q1 2022.
  • 3,841 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Souders Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.