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tru Independence’s Merck MRK Stock Holding History

tru Independence’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 		$235K Sell
1,829
-54
-3% -$6.32K 0.1% 94
2026
Q1 		$227K Sell
1,883
-48,661
-96% -$5.62M 0.11% 95
2025
Q4 		$5.32M Sell
50,544
-1,342
-3% -$126K 1.34% 29
2025
Q3 		$4.35M Buy
51,886
+1,215
+2% +$100K 1.13% 43
2025
Q2 		$4.01M Sell
50,671
-306
-0.6% -$24.3K 1.16% 41
2025
Q1 		$4.58M Buy
50,977
+2,374
+5% +$222K 1.42% 32
2024
Q4 		$4.84M Sell
48,603
-2,063
-4% -$213K 1.52% 27
2024
Q3 		$5.75M Sell
50,666
-486
-1% -$57.7K 1.68% 24
2024
Q2 		$6.33M Sell
51,152
-458
-0.9% -$59K 1.91% 17
2024
Q1 		$6.81M Sell
51,610
-1,249
-2% -$154K 2.01% 14
2023
Q4 		$5.76M Buy
52,859
+978
+2% +$102K 1.75% 20
2023
Q3 		$5.34M Buy
51,881
+3,271
+7% +$353K 1.85% 19
2023
Q2 		$5.61M Buy
48,610
+840
+2% +$95.4K 1.85% 18
2023
Q1 		$5.08M Sell
47,770
-11,355
-19% -$1.23M 1.64% 27
2022
Q4 		$6.56M Sell
59,125
-8,720
-13% -$891K 2.13% 6
2022
Q3 		$5.84M Sell
67,845
-5,277
-7% -$471K 2.06% 8
2022
Q2 		$6.67M Sell
73,122
-8,533
-10% -$756K 2.14% 3
2022
Q1 		$6.7M Buy
81,655
+4,768
+6% +$376K 1.82% 12
2021
Q4 		$5.89M Sell
76,887
-865
-1% -$68.9K 1.61% 24
2021
Q3 		$5.84M Buy
77,752
+362
+0.5% +$27.5K 1.63% 22
2021
Q2 		$6.02M Sell
77,390
-3,172
-4% -$236K 1.77% 20
2021
Q1 		$5.93M Sell
80,562
-4,259
-5% -$314K 1.12% 28
2020
Q4 		$6.62K Buy
84,821
+27,436
+48% +$2.1M 0.01% 275
2020
Q3 		$4.54M Sell
57,385
-11,854
-17% -$928K 1.29% 33
2020
Q2 		$5.11M Buy
69,239
+33,903
+96% +$2.55M 0.74% 32
2020
Q1 		$4.9M Sell
35,336
-54,077
-60% -$4.25M 0.8% 23
2019
Q4 		$9.6M Buy
+89,413
New +$7.34M 1.38% 14

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 $3.38T AUM 44.17% 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

tru Independence's MRK Position: Q2 2026 in Review

tru Independence reduced its Merck (MRK) stake by 2.9% in Q2 2026, selling an estimated $6.32K and leaving 1,829 shares worth $235K. The position accounts for 0.1% of the portfolio, ranked #94.

tru Independence first reported a position in MRK in Q4 2019 and has held it in 27 quarters since. The position peaked at $9.6M in Q4 2019. 3,852 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • tru Independence held 1,829 shares of Merck worth $235K as of Q2 2026.
  • tru Independence sold 54 Merck shares in Q2 2026, an estimated $6.32K.
  • Merck made up 0.1% of tru Independence's portfolio in Q2 2026, its #94 holding.
  • tru Independence first reported a position in Merck in Q4 2019 and has held it in 27 quarters since.
  • tru Independence's Merck position peaked at $9.6M in Q4 2019.
  • 3,852 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on tru Independence's 13F filing for Q2 2026, filed 10 Aug 2026.