AWM
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Abound Wealth Management’s Merck MRK Stock Holding History

Abound Wealth Management’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 		$212K Sell
1,649
-57
-3% -$6.67K 0.04% 98
2026
Q1 		$205K Buy
1,706
+152
+10% +$17.5K 0.05% 89
2025
Q4 		$164K Buy
1,554
+99
+7% +$9.29K 0.04% 98
2025
Q3 		$122K Sell
1,455
-1,465
-50% -$121K 0.03% 118
2025
Q2 		$231K Buy
2,920
+510
+21% +$40.5K 0.07% 68
2025
Q1 		$216K Buy
2,410
+1,455
+152% +$136K 0.07% 65
2024
Q4 		$95K Sell
955
-237
-20% -$24.4K 0.03% 109
2024
Q3 		$135K Buy
1,192
+156
+15% +$18.5K 0.05% 84
2024
Q2 		$128K Sell
1,036
-69
-6% -$8.89K 0.05% 74
2024
Q1 		$146K Sell
1,105
-786
-42% -$96.9K 0.06% 71
2023
Q4 		$206K Sell
1,891
-24
-1% -$2.49K 0.08% 58
2023
Q3 		$197K Buy
1,915
+34
+2% +$3.67K 0.08% 52
2023
Q2 		$217K Buy
1,881
+176
+10% +$20K 0.09% 49
2023
Q1 		$181K Buy
1,705
+141
+9% +$15.2K 0.08% 54
2022
Q4 		$174K Sell
1,564
-17
-1% -$1.74K 0.09% 51
2022
Q3 		$136K Buy
+1,581
New +$141K 0.07% 49

Other funds holding MRK

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Abound Wealth Management's MRK Position: Q2 2026 in Review

Abound Wealth Management reduced its Merck (MRK) stake by 3.3% in Q2 2026, selling an estimated $6.67K and leaving 1,649 shares worth $212K. The position accounts for 0.04% of the portfolio, ranked #98.

Abound Wealth Management first reported a position in MRK in Q3 2022 and has held it in 16 quarters since. The position peaked at $231K in Q2 2025. 1,532 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Abound Wealth Management held 1,649 shares of Merck worth $212K as of Q2 2026.
  • Abound Wealth Management sold 57 Merck shares in Q2 2026, an estimated $6.67K.
  • Merck made up 0.04% of Abound Wealth Management's portfolio in Q2 2026, its #98 holding.
  • Abound Wealth Management first reported a position in Merck in Q3 2022 and has held it in 16 quarters since.
  • Abound Wealth Management's Merck position peaked at $231K in Q2 2025.
  • 1,532 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.