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Sunrise Financial Services’s Merck MRK Stock Holding History

Sunrise Financial Services’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 		$59.2K Sell
461
-37
-7% -$4.33K 0.04% 100
2026
Q1 		$59.9K Buy
498
+37
+8% +$4.27K 0.04% 104
2025
Q4 		$48.5K Buy
+461
New +$43.3K 0.04% 99

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

Sunrise Financial Services's MRK Position: Q2 2026 in Review

Sunrise Financial Services reduced its Merck (MRK) stake by 7.4% in Q2 2026, selling an estimated $4.33K and leaving 461 shares worth $59.2K. The position accounts for 0.04% of the portfolio, ranked #100.

Sunrise Financial Services first reported a position in MRK in Q4 2025 and has held it in 3 quarters since. The position peaked at $59.9K in Q1 2026. 3,824 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Sunrise Financial Services held 461 shares of Merck worth $59.2K as of Q2 2026.
  • Sunrise Financial Services sold 37 Merck shares in Q2 2026, an estimated $4.33K.
  • Merck made up 0.04% of Sunrise Financial Services's portfolio in Q2 2026, its #100 holding.
  • Sunrise Financial Services first reported a position in Merck in Q4 2025 and has held it in 3 quarters since.
  • Sunrise Financial Services's Merck position peaked at $59.9K in Q1 2026.
  • 3,824 funds tracked by Wall St. Rank held Merck as of Q2 2026.

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