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Sovereign Investment Advisors’s Merck MRK Stock Holding History

Sovereign Investment 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 		$285K Hold
2,200
– – 0.05% 85
2026
Q1 		$265K Buy
+2,200
New +$254K 0.06% 84
2025
Q1 		– Sell
-3,111
Closed -$309K – 72
2024
Q4 		$309K Buy
+3,111
New +$321K 0.09% 71

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

Sovereign Investment Advisors's MRK Position: Q2 2026 in Review

Sovereign Investment Advisors held its Merck (MRK) position steady in Q2 2026 at 2,200 shares worth $285K. The position accounts for 0.05% of the portfolio, ranked #85.

Sovereign Investment Advisors first reported a position in MRK in Q4 2024 and has held it in 3 quarters since. The position peaked at $309K in Q4 2024. 3,814 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Sovereign Investment Advisors held 2,200 shares of Merck worth $285K as of Q2 2026.
  • Sovereign Investment Advisors left its Merck share count unchanged in Q2 2026.
  • Merck made up 0.05% of Sovereign Investment Advisors's portfolio in Q2 2026, its #85 holding.
  • Sovereign Investment Advisors first reported a position in Merck in Q4 2024 and has held it in 3 quarters since.
  • Sovereign Investment Advisors's Merck position peaked at $309K in Q4 2024.
  • 3,814 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Sovereign Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.