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Advus Financial Partners, LLC’s Merck MRK Stock Holding History

Advus Financial Partners, LLC’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 		$506K Sell
3,936
-15
-0.4% -$1.76K 0.11% 128
2026
Q1 		$475K Buy
3,951
+135
+4% +$15.6K 0.12% 127
2025
Q4 		$402K Buy
3,816
+127
+3% +$11.9K 0.1% 149
2025
Q3 		$310K Sell
3,689
-188
-5% -$15.5K 0.07% 194
2025
Q2 		$307K Sell
3,877
-679
-15% -$54K 0.08% 188
2025
Q1 		$409K Sell
4,556
-1,064
-19% -$99.3K 0.11% 126
2024
Q4 		$559K Sell
5,620
-69
-1% -$7.11K 0.16% 96
2024
Q3 		$646K Sell
5,689
-555
-9% -$65.9K 0.18% 81
2024
Q2 		$773K Sell
6,244
-12
-0.2% -$1.55K 0.24% 63
2024
Q1 		$825K Buy
6,256
+78
+1% +$9.61K 0.26% 59
2023
Q4 		$674K Buy
6,178
+175
+3% +$18.2K 0.23% 63
2023
Q3 		$618K Sell
6,003
-782
-12% -$84.3K 0.24% 62
2023
Q2 		$783K Buy
6,785
+1,042
+18% +$118K 0.3% 51
2023
Q1 		$611K Buy
5,743
+562
+11% +$60.7K 0.25% 57
2022
Q4 		$575K Buy
5,181
+396
+8% +$40.5K 0.25% 56
2022
Q3 		$412K Buy
4,785
+850
+22% +$75.9K 0.22% 71
2022
Q2 		$359K Buy
3,935
+1,182
+43% +$105K 0.19% 75
2022
Q1 		$226K Buy
+2,753
New +$217K 0.12% 111

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

Advus Financial Partners, LLC's MRK Position: Q2 2026 in Review

Advus Financial Partners, LLC reduced its Merck (MRK) stake by 0.38% in Q2 2026, selling an estimated $1.76K and leaving 3,936 shares worth $506K. The position accounts for 0.11% of the portfolio, ranked #128.

Advus Financial Partners, LLC first reported a position in MRK in Q1 2022 and has held it in 18 quarters since. The position peaked at $825K in Q1 2024. 3,829 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Advus Financial Partners, LLC held 3,936 shares of Merck worth $506K as of Q2 2026.
  • Advus Financial Partners, LLC sold 15 Merck shares in Q2 2026, an estimated $1.76K.
  • Merck made up 0.11% of Advus Financial Partners, LLC's portfolio in Q2 2026, its #128 holding.
  • Advus Financial Partners, LLC first reported a position in Merck in Q1 2022 and has held it in 18 quarters since.
  • Advus Financial Partners, LLC's Merck position peaked at $825K in Q1 2024.
  • 3,829 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Advus Financial Partners, LLC's 13F filing for Q2 2026, filed 25 Aug 2026.