VFG
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Valley Financial Group’s Merck MRK Stock Holding History

Valley Financial Group’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 		$216K Hold
1,683
– – 0.11% 57
2026
Q1 		$202K Buy
+1,683
New +$194K 0.11% 60
2025
Q2 		– Sell
-2,369
Closed -$213K – 63
2025
Q1 		$213K Sell
2,369
-20
-0.8% -$1.87K 0.14% 56
2024
Q4 		$238K Sell
2,389
-1,056
-31% -$109K 0.17% 53
2024
Q3 		$391K Sell
3,445
-15
-0.4% -$1.78K 0.27% 39
2024
Q2 		$428K Buy
3,460
+457
+15% +$58.9K 0.31% 34
2024
Q1 		$396K Buy
3,003
+23
+0.8% +$2.83K 0.3% 34
2023
Q4 		$325K Buy
+2,980
New +$309K 0.25% 42

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

Valley Financial Group's MRK Position: Q2 2026 in Review

Valley Financial Group held its Merck (MRK) position steady in Q2 2026 at 1,683 shares worth $216K. The position accounts for 0.11% of the portfolio, ranked #57.

Valley Financial Group first reported a position in MRK in Q4 2023 and has held it in 8 quarters since. The position peaked at $428K in Q2 2024. 3,818 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Valley Financial Group held 1,683 shares of Merck worth $216K as of Q2 2026.
  • Valley Financial Group left its Merck share count unchanged in Q2 2026.
  • Merck made up 0.11% of Valley Financial Group's portfolio in Q2 2026, its #57 holding.
  • Valley Financial Group first reported a position in Merck in Q4 2023 and has held it in 8 quarters since.
  • Valley Financial Group's Merck position peaked at $428K in Q2 2024.
  • 3,818 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Valley Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.