SFA
MRK icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Souders Financial Advisors's MRK Position: Q1 2026 in Review

Souders Financial Advisors reduced its Merck (MRK) stake by 14% in Q1 2026, selling an estimated $209K and leaving 10,863 shares worth $1.31M. The position accounts for 0.15% of the portfolio, ranked #79.

Souders Financial Advisors first reported a position in MRK in Q1 2020 and has held it in 20 quarters since. The position peaked at $3.3M in Q1 2022. 3,779 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Souders Financial Advisors held 10,863 shares of Merck worth $1.31M as of Q1 2026.
  • Souders Financial Advisors sold 1,814 Merck shares in Q1 2026, an estimated $209K.
  • Merck made up 0.15% of Souders Financial Advisors's portfolio in Q1 2026, its #79 holding.
  • Souders Financial Advisors first reported a position in Merck in Q1 2020 and has held it in 20 quarters since.
  • Souders Financial Advisors's Merck position peaked at $3.3M in Q1 2022.
  • 3,779 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Souders Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.