Aletheian Wealth Advisors’s Merck MRK Stock Holding History

Aletheian Wealth Advisors’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	$312K	Buy	2,428 +436	+22%	+$51K	0.13%	83
2026 Q1	$240K	Buy	+1,992	New	+$230K	0.12%	84
2025 Q3	$202K	Buy	+2,401	New	+$198K	0.09%	98
2025 Q2	–	Sell	-2,614	Closed	-$235K	–	102
2025 Q1	$235K	Buy	+2,614	New	+$244K	0.13%	82
2024 Q4	–	Sell	-2,080	Closed	-$236K	–	83
2024 Q3	$236K	Sell	2,080 -348	-14%	-$41.3K	0.14%	73
2024 Q2	$301K	Buy	2,428 +332	+16%	+$42.8K	0.16%	73
2024 Q1	$277K	Buy	+2,096	New	+$258K	0.15%	72
2023 Q3	–	Sell	-1,930	Closed	-$223K	–	79
2023 Q2	$223K	Buy	+1,930	New	+$219K	0.15%	76

Other funds holding MRK

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Aletheian Wealth Advisors's MRK Position: Q2 2026 in Review

Aletheian Wealth Advisors increased its Merck (MRK) stake by 22% in Q2 2026, buying an estimated $51K and bringing the position to 2,428 shares worth $312K. The position accounts for 0.13% of the portfolio, ranked #83.

Aletheian Wealth Advisors first reported a position in MRK in Q2 2023 and has held it in 8 quarters since. 1,165 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Aletheian Wealth Advisors held 2,428 shares of Merck worth $312K as of Q2 2026.
Aletheian Wealth Advisors bought 436 Merck shares in Q2 2026, an estimated $51K.
Merck made up 0.13% of Aletheian Wealth Advisors's portfolio in Q2 2026, its #83 holding.
Aletheian Wealth Advisors first reported a position in Merck in Q2 2023 and has held it in 8 quarters since.
1,165 funds tracked by Wall St. Rank held Merck as of Q2 2026.

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