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Worthington Financial Partners’s Merck MRK Stock Holding History

Worthington 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 		$662K Sell
5,149
-267
-5% -$31.3K 0.55% 69
2026
Q1 		$651K Hold
5,416
– – 0.56% 60
2025
Q4 		$570K Buy
+5,416
New +$508K 0.5% 66

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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

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

Worthington Financial Partners reduced its Merck (MRK) stake by 4.9% in Q2 2026, selling an estimated $31.3K and leaving 5,149 shares worth $662K. The position accounts for 0.55% of the portfolio, ranked #69.

Worthington Financial Partners first reported a position in MRK in Q4 2025 and has held it in 3 quarters since. 3,817 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Worthington Financial Partners held 5,149 shares of Merck worth $662K as of Q2 2026.
  • Worthington Financial Partners sold 267 Merck shares in Q2 2026, an estimated $31.3K.
  • Merck made up 0.55% of Worthington Financial Partners's portfolio in Q2 2026, its #69 holding.
  • Worthington Financial Partners first reported a position in Merck in Q4 2025 and has held it in 3 quarters since.
  • 3,817 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Worthington Financial Partners's 13F filing for Q2 2026, filed 21 Jul 2026.