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Triune Financial Partners’s Merck MRK Stock Holding History

Triune Financial 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 		$325K Buy
2,526
+42
+2% +$4.92K 0.07% 35
2026
Q1 		$299K Hold
2,484
– – 0.07% 33
2025
Q4 		$274K Buy
2,484
+42
+2% +$3.94K 0.06% 36
2025
Q3 		$205K Buy
+2,442
New +$201K 0.05% 44
2025
Q2 		– Sell
-2,615
Closed -$235K – 45
2025
Q1 		$235K Buy
2,615
+313
+14% +$29.2K 0.07% 31
2024
Q4 		$229K Buy
2,302
+10
+0.4% +$1.03K 0.07% 30
2024
Q3 		$260K Buy
2,292
+14
+0.6% +$1.66K 0.08% 26
2024
Q2 		$282K Sell
2,278
-387
-15% -$49.9K 0.1% 25
2024
Q1 		$352K Buy
2,665
+17
+0.6% +$2.1K 0.12% 22
2023
Q4 		$289K Buy
2,648
+18
+0.7% +$1.87K 0.11% 24
2023
Q3 		$271K Buy
2,630
+17
+0.7% +$1.83K 0.11% 27
2023
Q2 		$301K Buy
2,613
+415
+19% +$47.1K 0.12% 24
2023
Q1 		$234K Buy
+2,198
New +$237K 0.1% 22

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

Triune Financial Partners's MRK Position: Q2 2026 in Review

Triune Financial Partners increased its Merck (MRK) stake by 1.7% in Q2 2026, buying an estimated $4.92K and bringing the position to 2,526 shares worth $325K. The position accounts for 0.07% of the portfolio, ranked #35.

Triune Financial Partners first reported a position in MRK in Q1 2023 and has held it in 13 quarters since. The position peaked at $352K in Q1 2024. 3,833 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Triune Financial Partners held 2,526 shares of Merck worth $325K as of Q2 2026.
  • Triune Financial Partners bought 42 Merck shares in Q2 2026, an estimated $4.92K.
  • Merck made up 0.07% of Triune Financial Partners's portfolio in Q2 2026, its #35 holding.
  • Triune Financial Partners first reported a position in Merck in Q1 2023 and has held it in 13 quarters since.
  • Triune Financial Partners's Merck position peaked at $352K in Q1 2024.
  • 3,833 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Triune Financial Partners's 13F filing for Q2 2026, filed 7 Aug 2026.