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Symphony Financial’s Merck MRK Stock Holding History

Symphony 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 		$4.61M Buy
35,684
+471
+1% +$55.1K 0.5% 49
2026
Q1 		$4.24M Buy
35,213
+3,412
+11% +$394K 0.56% 46
2025
Q4 		$3.37M Buy
31,801
+5,845
+23% +$549K 0.45% 55
2025
Q3 		$2.11M Sell
25,956
-21,294
-45% -$1.75M 0.26% 81
2025
Q2 		$4.06M Buy
+47,250
New +$3.76M 0.53% 49
2025
Q1 		– Sell
-37,238
Closed -$3.58M – 168
2024
Q4 		$3.58M Buy
37,238
+26,350
+242% +$2.72M 0.56% 47
2024
Q3 		$1.24M Buy
10,888
+1,077
+11% +$128K 0.2% 89
2024
Q2 		$1.27M Buy
9,811
+916
+10% +$118K 0.23% 83
2024
Q1 		$1.17M Buy
8,895
+671
+8% +$82.7K 0.27% 74
2023
Q4 		$974K Buy
8,224
+364
+5% +$37.8K 0.21% 85
2023
Q3 		$806K Sell
7,860
-536
-6% -$57.8K 0.2% 89
2023
Q2 		$953K Sell
8,396
-870
-9% -$98.8K 0.23% 84
2023
Q1 		$981K Buy
9,266
+3,351
+57% +$362K 0.25% 79
2022
Q4 		$663K Buy
5,915
+318
+6% +$32.5K 0.18% 107
2022
Q3 		$485K Buy
5,597
+543
+11% +$48.5K 0.16% 136
2022
Q2 		$468K Buy
5,054
+649
+15% +$57.5K 0.14% 137
2022
Q1 		$382K Buy
4,405
+1,165
+36% +$91.9K 0.09% 148
2021
Q4 		$249K Buy
+3,240
New +$258K 0.07% 165
2021
Q3 		– Sell
-2,969
Closed -$232K – 182
2021
Q2 		$232K Sell
2,969
-1,470
-33% -$109K 0.08% 156
2021
Q1 		$321K Sell
4,439
-1,638
-27% -$121K 0.08% 145
2020
Q4 		$470K Sell
6,077
-173
-3% -$13.2K 0.17% 98
2020
Q3 		$495K Buy
6,250
+245
+4% +$19.2K 0.2% 78
2020
Q2 		$443K Buy
6,005
+1,854
+45% +$140K 0.21% 87
2020
Q1 		$305K Buy
+4,151
New +$326K 0.21% 71

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

Symphony Financial's MRK Position: Q2 2026 in Review

Symphony Financial increased its Merck (MRK) stake by 1.3% in Q2 2026, buying an estimated $55.1K and bringing the position to 35,684 shares worth $4.61M. The position accounts for 0.5% of the portfolio, ranked #49.

Symphony Financial first reported a position in MRK in Q1 2020 and has held it in 24 quarters since. 3,829 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Symphony Financial held 35,684 shares of Merck worth $4.61M as of Q2 2026.
  • Symphony Financial bought 471 Merck shares in Q2 2026, an estimated $55.1K.
  • Merck made up 0.5% of Symphony Financial's portfolio in Q2 2026, its #49 holding.
  • Symphony Financial first reported a position in Merck in Q1 2020 and has held it in 24 quarters since.
  • 3,829 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.