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SS&H Financial Advisors’s Merck MRK Stock Holding History

SS&H 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 		$8.69M Buy
+67,643
New +$7.92M 2.22% 12
2025
Q4 		$6.87M Buy
65,293
+12,200
+23% +$1.15M 2.01% 11
2025
Q3 		$4.46M Buy
53,093
+150
+0.3% +$12.4K 1.35% 18
2025
Q2 		$4.19M Buy
52,943
+9,163
+21% +$728K 1.4% 16
2025
Q1 		$3.93M Buy
43,780
+3,418
+8% +$319K 1.47% 16
2024
Q4 		$4.02M Buy
40,362
+300
+0.7% +$30.9K 1.46% 15
2024
Q3 		$4.55M Sell
40,062
-100
-0.2% -$11.9K 1.66% 11
2024
Q2 		$4.97M Sell
40,162
-50
-0.1% -$6.44K 1.94% 10
2024
Q1 		$5.3M Sell
40,212
-7,730
-16% -$953K 2.21% 9
2023
Q4 		$5.23M Buy
47,942
+300
+0.6% +$31.1K 2.22% 11
2023
Q3 		$4.91M Buy
+47,642
New +$5.13M 2.3% 10
2023
Q1 		$5.11M Buy
48,067
+2,167
+5% +$234K 2.34% 8
2022
Q4 		$5.09M Sell
45,900
-5,000
-10% -$511K 2.43% 8
2022
Q3 		$4.38M Buy
50,900
+65
+0.1% +$5.8K 2.27% 8
2022
Q2 		$4.63M Sell
50,835
-532
-1% -$47.2K 2.14% 10
2022
Q1 		$4.21M Buy
+51,367
New +$4.05M 1.65% 16

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

SS&H Financial Advisors's MRK Position: Q2 2026 in Review

SS&H Financial Advisors opened a new position in Merck (MRK) in Q2 2026: 67,643 shares worth $8.69M. The stake represents 2.22% of the portfolio and ranks #12 among its holdings. This is a return to the name: SS&H Financial Advisors previously reported a position in MRK as recently as Q4 2025.

SS&H Financial Advisors first reported a position in MRK in Q1 2022 and has held it in 16 quarters since. 3,834 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • SS&H Financial Advisors held 67,643 shares of Merck worth $8.69M as of Q2 2026.
  • Merck was a new SS&H Financial Advisors position in Q2 2026.
  • Merck made up 2.22% of SS&H Financial Advisors's portfolio in Q2 2026, its #12 holding.
  • SS&H Financial Advisors first reported a position in Merck in Q1 2022 and has held it in 16 quarters since.
  • 3,834 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on SS&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.