Allen Wealth Management’s Merck MRK Stock Holding History

Allen 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	$3.03M	Sell	23,602 -1,593	-6%	-$186K	1.48%	12
2026 Q1	$3.03M	Buy	25,195 +434	+2%	+$50.1K	1.52%	12
2025 Q4	$2.61M	Sell	24,761 -871	-3%	-$81.8K	1.57%	14
2025 Q3	$2.15M	Buy	25,632 +2,002	+8%	+$165K	1.46%	14
2025 Q2	$1.87M	Sell	23,630 -4	-0%	-$318	1.31%	17
2025 Q1	$2.12M	Sell	23,634 -312	-1%	-$29.1K	1.46%	13
2024 Q4	$2.38M	Sell	23,946 -78	-0.3%	-$8.04K	1.71%	10
2024 Q3	$2.73M	Buy	24,024 +1,940	+9%	+$230K	1.89%	10
2024 Q2	$2.73M	Buy	22,084 +56	+0.3%	+$7.21K	2.43%	7
2024 Q1	$2.91M	Buy	22,028 +246	+1%	+$30.3K	2.56%	6
2023 Q4	$2.37M	Buy	+21,782	New	+$2.26M	2.33%	10

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

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Allen Wealth Management reduced its Merck (MRK) stake by 6.3% in Q2 2026, selling an estimated $186K and leaving 23,602 shares worth $3.03M. The position accounts for 1.48% of the portfolio, ranked #12.

Allen Wealth Management first reported a position in MRK in Q4 2023 and has held it in 11 quarters since. 1,778 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Allen Wealth Management held 23,602 shares of Merck worth $3.03M as of Q2 2026.
Allen Wealth Management sold 1,593 Merck shares in Q2 2026, an estimated $186K.
Merck made up 1.48% of Allen Wealth Management's portfolio in Q2 2026, its #12 holding.
Allen Wealth Management first reported a position in Merck in Q4 2023 and has held it in 11 quarters since.
1,778 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Allen Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.