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Alliance Wealth Advisors (Pennsylvania)’s Merck MRK Stock Holding History

Alliance Wealth Advisors (Pennsylvania)’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 		$1.65M Sell
12,867
-390
-3% -$45.6K 0.54% 28
2026
Q1 		$1.59M Sell
13,257
-335
-2% -$38.7K 0.7% 24
2025
Q4 		$1.43M Buy
13,592
+55
+0.4% +$5.16K 0.62% 26
2025
Q3 		$1.14M Buy
13,537
+53
+0.4% +$4.37K 0.51% 35
2025
Q2 		$1.07M Sell
13,484
-651
-5% -$51.7K 0.55% 32
2025
Q1 		$1.27M Buy
14,135
+336
+2% +$31.4K 0.72% 25
2024
Q4 		$1.37M Sell
13,799
-98
-0.7% -$10.1K 0.77% 25
2024
Q3 		$1.58M Sell
13,897
-524
-4% -$62.3K 0.9% 20
2024
Q2 		$1.79M Sell
14,421
-556
-4% -$71.6K 1.12% 17
2024
Q1 		$1.98M Sell
14,977
-2,447
-14% -$302K 1.25% 17
2023
Q4 		$1.9M Sell
17,424
-436
-2% -$45.3K 1.26% 17
2023
Q3 		$1.84M Sell
17,860
-261
-1% -$28.1K 1.33% 16
2023
Q2 		$2.09M Sell
18,121
-294
-2% -$33.4K 1.49% 16
2023
Q1 		$1.96M Sell
18,415
-8,604
-32% -$929K 1.47% 15
2022
Q4 		$3M Sell
27,019
-561
-2% -$57.3K 2.5% 7
2022
Q3 		$2.38M Sell
27,580
-668
-2% -$59.6K 2.21% 10
2022
Q2 		$2.58M Sell
28,248
-585
-2% -$51.9K 2.23% 11
2022
Q1 		$2.37M Sell
28,833
-86
-0.3% -$6.78K 1.96% 13
2021
Q4 		$2.22M Sell
28,919
-156
-0.5% -$12.4K 1.8% 13
2021
Q3 		$2.18M Sell
29,075
-238
-0.8% -$18.1K 1.93% 13
2021
Q2 		$2.28M Sell
29,313
-1,398
-5% -$104K 2.05% 13
2021
Q1 		$2.26M Sell
30,711
-1,933
-6% -$143K 2.23% 13
2020
Q4 		$2.55M Buy
+32,644
New +$2.5M 2.67% 7

Other funds holding MRK

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

Alliance Wealth Advisors (Pennsylvania)'s MRK Position: Q2 2026 in Review

Alliance Wealth Advisors (Pennsylvania) reduced its Merck (MRK) stake by 2.9% in Q2 2026, selling an estimated $45.6K and leaving 12,867 shares worth $1.65M. The position accounts for 0.54% of the portfolio, ranked #28.

Alliance Wealth Advisors (Pennsylvania) first reported a position in MRK in Q4 2020 and has held it in 23 quarters since. The position peaked at $3M in Q4 2022. 681 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Alliance Wealth Advisors (Pennsylvania) held 12,867 shares of Merck worth $1.65M as of Q2 2026.
  • Alliance Wealth Advisors (Pennsylvania) sold 390 Merck shares in Q2 2026, an estimated $45.6K.
  • Merck made up 0.54% of Alliance Wealth Advisors (Pennsylvania)'s portfolio in Q2 2026, its #28 holding.
  • Alliance Wealth Advisors (Pennsylvania) first reported a position in Merck in Q4 2020 and has held it in 23 quarters since.
  • Alliance Wealth Advisors (Pennsylvania)'s Merck position peaked at $3M in Q4 2022.
  • 681 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Alliance Wealth Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 9 Jul 2026.