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Spartan Wealth Advisory Services LLC’s Merck MRK Stock Holding History

Spartan Wealth Advisory Services LLC’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 		$321K Sell
2,497
-67
-3% -$7.84K 0.03% 251
2026
Q1 		$308K Buy
+2,564
New +$296K 0.03% 250

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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Spartan Wealth Advisory Services LLC's MRK Position: Q2 2026 in Review

Spartan Wealth Advisory Services LLC reduced its Merck (MRK) stake by 2.6% in Q2 2026, selling an estimated $7.84K and leaving 2,497 shares worth $321K. The position accounts for 0.03% of the portfolio, ranked #251.

Spartan Wealth Advisory Services LLC first reported a position in MRK in Q1 2026 and has held it in 2 quarters since. 3,688 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Spartan Wealth Advisory Services LLC held 2,497 shares of Merck worth $321K as of Q2 2026.
  • Spartan Wealth Advisory Services LLC sold 67 Merck shares in Q2 2026, an estimated $7.84K.
  • Merck made up 0.03% of Spartan Wealth Advisory Services LLC's portfolio in Q2 2026, its #251 holding.
  • Spartan Wealth Advisory Services LLC first reported a position in Merck in Q1 2026 and has held it in 2 quarters since.
  • 3,688 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Spartan Wealth Advisory Services LLC's 13F filing for Q2 2026, filed 5 Aug 2026.