Worth Financial Advisory Group’s Merck MRK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$340K Buy
+2,644
New +$309K 0.14% 145
2024
Q4
Sell
-1,767
Closed -$201K 162
2024
Q3
$201K Buy
1,767
+90
+5% +$10.7K 0.12% 162
2024
Q2
$208K Buy
+1,677
New +$216K 0.14% 141
2023
Q2
Sell
-3,684
Closed -$392K 123
2023
Q1
$392K Buy
3,684
+837
+29% +$90.4K 0.37% 73
2022
Q4
$316K Buy
+2,847
New +$291K 0.37% 73

Other funds holding MRK

Worth Financial Advisory Group's MRK Position: Q2 2026 in Review

Worth Financial Advisory Group opened a new position in Merck (MRK) in Q2 2026: 2,644 shares worth $340K. The stake represents 0.14% of the portfolio and ranks #145 among its holdings. This is a return to the name: Worth Financial Advisory Group previously reported a position in MRK as recently as Q3 2024.

Worth Financial Advisory Group first reported a position in MRK in Q4 2022 and has held it in 5 quarters since. The position peaked at $392K in Q1 2023. 3,844 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Worth Financial Advisory Group held 2,644 shares of Merck worth $340K as of Q2 2026.
  • Merck was a new Worth Financial Advisory Group position in Q2 2026.
  • Merck made up 0.14% of Worth Financial Advisory Group's portfolio in Q2 2026, its #145 holding.
  • Worth Financial Advisory Group first reported a position in Merck in Q4 2022 and has held it in 5 quarters since.
  • Worth Financial Advisory Group's Merck position peaked at $392K in Q1 2023.
  • 3,844 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Worth Financial Advisory Group's 13F filing for Q2 2026, filed 31 Jul 2026.