AWM
MRK icon

Accurate Wealth Management’s Merck MRK Stock Holding History

Accurate 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 		$3.64M Buy
29,492
+2,553
+9% +$299K 0.35% 59
2026
Q1 		$3.27M Buy
26,939
+6,389
+31% +$738K 0.39% 48
2025
Q4 		$2.27M Buy
20,550
+1,420
+7% +$133K 0.29% 74
2025
Q3 		$1.62M Buy
19,130
+738
+4% +$60.8K 0.22% 115
2025
Q2 		$1.55M Buy
18,392
+1,071
+6% +$85.1K 0.24% 110
2025
Q1 		$1.37M Buy
17,321
+1,652
+11% +$154K 0.26% 90
2024
Q4 		$1.56M Buy
15,669
+1,630
+12% +$168K 0.3% 83
2024
Q3 		$1.57M Sell
14,039
-19,637
-58% -$2.33M 0.31% 82
2024
Q2 		$4.31M Buy
33,676
+923
+3% +$119K 1.03% 16
2024
Q1 		$4.12M Buy
32,753
+20,367
+164% +$2.51M 1.2% 17
2023
Q4 		$1.47M Sell
12,386
-1,886
-13% -$196K 0.46% 63
2023
Q3 		$1.49M Sell
14,272
-18,636
-57% -$2.01M 0.47% 61
2023
Q2 		$3.53M Buy
32,908
+20,002
+155% +$2.27M 1.1% 18
2023
Q1 		$1.45M Buy
12,906
+5,593
+76% +$604K 0.5% 53
2022
Q4 		$810K Buy
7,313
+1,135
+18% +$116K 0.3% 69
2022
Q3 		$580K Buy
6,178
+688
+13% +$61.4K 0.24% 79
2022
Q2 		$506K Sell
5,490
-72
-1% -$6.38K 0.28% 75
2022
Q1 		$456K Buy
5,562
+1,120
+25% +$88.3K 0.2% 96
2021
Q4 		$343K Buy
4,442
+87
+2% +$6.93K 0.28% 96
2021
Q3 		$333K Buy
4,355
+363
+9% +$27.6K 0.29% 97
2021
Q2 		$310K Buy
+3,992
New +$297K 0.27% 92

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

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

Accurate Wealth Management increased its Merck (MRK) stake by 9.5% in Q2 2026, buying an estimated $299K and bringing the position to 29,492 shares worth $3.64M. The position accounts for 0.35% of the portfolio, ranked #59.

Accurate Wealth Management first reported a position in MRK in Q2 2021 and has held it in 21 quarters since. The position peaked at $4.31M in Q2 2024. 1,444 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Accurate Wealth Management held 29,492 shares of Merck worth $3.64M as of Q2 2026.
  • Accurate Wealth Management bought 2,553 Merck shares in Q2 2026, an estimated $299K.
  • Merck made up 0.35% of Accurate Wealth Management's portfolio in Q2 2026, its #59 holding.
  • Accurate Wealth Management first reported a position in Merck in Q2 2021 and has held it in 21 quarters since.
  • Accurate Wealth Management's Merck position peaked at $4.31M in Q2 2024.
  • 1,444 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.