AWC
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Adamsbrown Wealth Consultants’s Merck MRK Stock Holding History

Adamsbrown Wealth Consultants’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 		$466K Buy
3,627
+12
+0.3% +$1.41K 0.09% 88
2026
Q1 		$435K Buy
3,615
+117
+3% +$13.5K 0.11% 78
2025
Q4 		$368K Buy
3,498
+23
+0.7% +$2.16K 0.1% 85
2025
Q3 		$292K Buy
3,475
+80
+2% +$6.59K 0.08% 93
2025
Q2 		$269K Buy
3,395
+309
+10% +$24.6K 0.08% 86
2025
Q1 		$277K Buy
3,086
+52
+2% +$4.86K 0.09% 77
2024
Q4 		$302K Sell
3,034
-16
-0.5% -$1.65K 0.1% 73
2024
Q3 		$346K Buy
3,050
+28
+0.9% +$3.33K 0.12% 59
2024
Q2 		$374K Buy
3,022
+2
+0.1% +$258 0.15% 54
2024
Q1 		$398K Sell
3,020
-87
-3% -$10.7K 0.16% 47
2023
Q4 		$339K Sell
3,107
-4
-0.1% -$415 0.15% 54
2023
Q3 		$320K Buy
3,111
+92
+3% +$9.92K 0.16% 52
2023
Q2 		$348K Buy
3,019
+2
+0.1% +$227 0.18% 49
2023
Q1 		$321K Buy
3,017
+3
+0.1% +$324 0.19% 49
2022
Q4 		$334K Buy
3,014
+3
+0.1% +$307 0.2% 55
2022
Q3 		$259K Buy
3,011
+3
+0.1% +$268 0.2% 66
2022
Q2 		$274K Buy
3,008
+3
+0.1% +$266 0.22% 65
2022
Q1 		$247K Buy
3,005
+92
+3% +$7.25K 0.2% 73
2021
Q4 		$223K Buy
+2,913
New +$232K 0.2% 74

Other funds holding MRK

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Adamsbrown Wealth Consultants's MRK Position: Q2 2026 in Review

Adamsbrown Wealth Consultants increased its Merck (MRK) stake by 0.33% in Q2 2026, buying an estimated $1.41K and bringing the position to 3,627 shares worth $466K. The position accounts for 0.09% of the portfolio, ranked #88.

Adamsbrown Wealth Consultants first reported a position in MRK in Q4 2021 and has held it in 19 quarters since. 2,157 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Adamsbrown Wealth Consultants held 3,627 shares of Merck worth $466K as of Q2 2026.
  • Adamsbrown Wealth Consultants bought 12 Merck shares in Q2 2026, an estimated $1.41K.
  • Merck made up 0.09% of Adamsbrown Wealth Consultants's portfolio in Q2 2026, its #88 holding.
  • Adamsbrown Wealth Consultants first reported a position in Merck in Q4 2021 and has held it in 19 quarters since.
  • 2,157 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Adamsbrown Wealth Consultants's 13F filing for Q2 2026, filed 9 Jul 2026.