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Strategent Financial’s Merck MRK Stock Holding History

Strategent Financial’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 		$409K Sell
3,182
-132
-4% -$15.4K 0.24% 33
2026
Q1 		$399K Sell
3,314
-161
-5% -$18.6K 0.27% 31
2025
Q4 		$366K Hold
3,475
– – 0.23% 32
2025
Q3 		$292K Hold
3,475
– – 0.21% 32
2025
Q2 		$275K Hold
3,475
– – 0.21% 31
2025
Q1 		$312K Sell
3,475
-125
-3% -$11.7K 0.28% 30
2024
Q4 		$358K Buy
+3,600
New +$371K 0.36% 24

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 $3.38T AUM 44.17% 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

Strategent Financial's MRK Position: Q2 2026 in Review

Strategent Financial reduced its Merck (MRK) stake by 4% in Q2 2026, selling an estimated $15.4K and leaving 3,182 shares worth $409K. The position accounts for 0.24% of the portfolio, ranked #33.

Strategent Financial first reported a position in MRK in Q4 2024 and has held it in 7 quarters since. 3,852 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Strategent Financial held 3,182 shares of Merck worth $409K as of Q2 2026.
  • Strategent Financial sold 132 Merck shares in Q2 2026, an estimated $15.4K.
  • Merck made up 0.24% of Strategent Financial's portfolio in Q2 2026, its #33 holding.
  • Strategent Financial first reported a position in Merck in Q4 2024 and has held it in 7 quarters since.
  • 3,852 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Strategent Financial's 13F filing for Q2 2026, filed 3 Aug 2026.