Sun Group Wealth Partners’s Merck MRK Stock Holding History

Sun Group Wealth Partners’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	$416K	Hold	3,235	–	–	0.28%	54
2026 Q1	$389K	Buy	3,235 +238	+8%	+$27.5K	0.31%	51
2025 Q4	$315K	Buy	+2,997	New	+$281K	0.25%	49

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 Group Wealth Partners's MRK Position: Q2 2026 in Review

Sun Group Wealth Partners held its Merck (MRK) position steady in Q2 2026 at 3,235 shares worth $416K. The position accounts for 0.28% of the portfolio, ranked #54.

Sun Group Wealth Partners first reported a position in MRK in Q4 2025 and has held it in 3 quarters since. 3,828 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Sun Group Wealth Partners held 3,235 shares of Merck worth $416K as of Q2 2026.
Sun Group Wealth Partners left its Merck share count unchanged in Q2 2026.
Merck made up 0.28% of Sun Group Wealth Partners's portfolio in Q2 2026, its #54 holding.
Sun Group Wealth Partners first reported a position in Merck in Q4 2025 and has held it in 3 quarters since.
3,828 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Sun Group Wealth Partners's 13F filing for Q2 2026, filed 23 Jul 2026.