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Allegheny Financial Group’s Merck MRK Stock Holding History

Allegheny Financial Group’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 		$3.86M Buy
30,018
+307
+1% +$35.9K 0.41% 41
2026
Q1 		$3.57M Buy
29,711
+8
+0% +$924 0.48% 33
2025
Q4 		$3.13M Buy
29,703
+133
+0.4% +$12.5K 0.46% 39
2025
Q3 		$2.48M Sell
29,570
-930
-3% -$76.6K 0.46% 41
2025
Q2 		$2.41M Sell
30,500
-359
-1% -$28.5K 0.54% 33
2025
Q1 		$2.77M Buy
30,859
+1,254
+4% +$117K 0.71% 24
2024
Q4 		$2.95M Sell
29,605
-2,937
-9% -$303K 0.76% 24
2024
Q3 		$3.7M Sell
32,542
-167
-0.5% -$19.8K 0.91% 16
2024
Q2 		$4.05M Buy
32,709
+2,823
+9% +$364K 1.16% 13
2024
Q1 		$3.94M Sell
29,886
-2,690
-8% -$332K 1.22% 13
2023
Q4 		$3.55M Buy
32,576
+774
+2% +$80.3K 1.14% 13
2023
Q3 		$3.27M Buy
31,802
+4,387
+16% +$473K 1.23% 13
2023
Q2 		$3.16M Sell
27,415
-2,452
-8% -$278K 1.5% 14
2023
Q1 		$3.18M Buy
29,867
+465
+2% +$50.2K 1.28% 15
2022
Q4 		$3.26M Buy
29,402
+1,561
+6% +$160K 1.36% 15
2022
Q3 		$2.4M Sell
27,841
-393
-1% -$35.1K 1.13% 18
2022
Q2 		$2.57M Buy
28,234
+21
+0.1% +$1.86K 1.2% 19
2022
Q1 		$2.31M Sell
28,213
-920
-3% -$72.5K 0.98% 22
2021
Q4 		$2.23M Buy
29,133
+530
+2% +$42.2K 0.89% 23
2021
Q3 		$2.15M Sell
28,603
-1,423
-5% -$108K 0.98% 23
2021
Q2 		$2.33M Sell
30,026
-2,905
-9% -$216K 1.06% 20
2021
Q1 		$2.42M Buy
32,931
+78
+0.2% +$5.75K 1.77% 13
2020
Q4 		$2.56M Buy
+32,853
New +$2.51M 1.38% 14

Other funds holding MRK

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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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
Assenagon Asset Management
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
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

Allegheny Financial Group's MRK Position: Q2 2026 in Review

Allegheny Financial Group increased its Merck (MRK) stake by 1% in Q2 2026, buying an estimated $35.9K and bringing the position to 30,018 shares worth $3.86M. The position accounts for 0.41% of the portfolio, ranked #41.

Allegheny Financial Group first reported a position in MRK in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.05M in Q2 2024. 1,867 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Allegheny Financial Group held 30,018 shares of Merck worth $3.86M as of Q2 2026.
  • Allegheny Financial Group bought 307 Merck shares in Q2 2026, an estimated $35.9K.
  • Merck made up 0.41% of Allegheny Financial Group's portfolio in Q2 2026, its #41 holding.
  • Allegheny Financial Group first reported a position in Merck in Q4 2020 and has held it in 23 quarters since.
  • Allegheny Financial Group's Merck position peaked at $4.05M in Q2 2024.
  • 1,867 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Allegheny Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.