Sun Financial’s Merck MRK Stock Holding History

Sun 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	$270K	Buy	+2,061	New	+$241K	0.13%	140

Other funds holding MRK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sun Financial's MRK Position: Q2 2026 in Review

Sun Financial opened a new position in Merck (MRK) in Q2 2026: 2,061 shares worth $270K. The stake represents 0.13% of the portfolio and ranks #140 among its holdings.

3,819 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Sun Financial held 2,061 shares of Merck worth $270K as of Q2 2026.
Merck was a new Sun Financial position in Q2 2026.
Merck made up 0.13% of Sun Financial's portfolio in Q2 2026, its #140 holding.
3,819 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Sun Financial's 13F filing for Q2 2026, filed 12 Aug 2026.