Advisor Resource Council’s Merck MRK Stock Holding History

Advisor Resource Council’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	$1.34M	Buy	10,570 +2,407	+29%	+$282K	0.38%	41
2026 Q1	$982K	Buy	8,163 +385	+5%	+$44.4K	0.32%	58
2025 Q4	$882K	Buy	+7,778	New	+$730K	0.31%	71
2025 Q3	–	Sell	-3,052	Closed	-$242K	–	125
2025 Q2	$242K	Sell	3,052 -6,840	-69%	-$544K	0.09%	155
2025 Q1	$637K	Buy	+9,892	New	+$924K	0.05%	320
2024 Q4	–	Sell	-3,698	Closed	-$420K	–	195
2024 Q3	$420K	Buy	+3,698	New	+$439K	0.19%	138
2024 Q2	–	Sell	-2,599	Closed	-$289K	–	163
2024 Q1	$289K	Sell	2,599 -3,462	-57%	-$427K	0.12%	171
2023 Q4	$661K	Buy	+6,061	New	+$629K	0.08%	237
2023 Q2	–	Sell	-3,500	Closed	-$393K	–	233
2023 Q1	$393K	Buy	+3,500	New	+$378K	0.1%	183
2022 Q3	–	Sell	-7,612	Closed	-$694K	–	360
2022 Q2	$694K	Buy	+7,612	New	+$675K	0.06%	243
2022 Q1	–	Sell	-4,923	Closed	-$378K	–	408
2021 Q4	$378K	Buy	+4,923	New	+$392K	0.03%	387
2021 Q3	–	Sell	-3,729	Closed	-$290K	–	375
2021 Q2	$290K	Buy	+3,729	New	+$277K	0.03%	394

Other funds holding MRK

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Advisor Resource Council's MRK Position: Q2 2026 in Review

Advisor Resource Council increased its Merck (MRK) stake by 29% in Q2 2026, buying an estimated $282K and bringing the position to 10,570 shares worth $1.34M. The position accounts for 0.38% of the portfolio, ranked #41.

Advisor Resource Council first reported a position in MRK in Q2 2021 and has held it in 12 quarters since. 1,867 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Advisor Resource Council held 10,570 shares of Merck worth $1.34M as of Q2 2026.
Advisor Resource Council bought 2,407 Merck shares in Q2 2026, an estimated $282K.
Merck made up 0.38% of Advisor Resource Council's portfolio in Q2 2026, its #41 holding.
Advisor Resource Council first reported a position in Merck in Q2 2021 and has held it in 12 quarters since.
1,867 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Advisor Resource Council's 13F filing for Q2 2026, filed 28 Jul 2026.