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

Alliance Wealth Advisors (Utah)’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	$558K	Sell	4,342 -66	-1%	-$7.72K	0.11%	121
2026 Q1	$530K	Sell	4,408 -14,740	-77%	-$1.7M	0.11%	128
2025 Q4	$2.02M	Sell	19,148 -8,597	-31%	-$807K	0.44%	62
2025 Q3	$2.33M	Buy	27,745 +122	+0.4%	+$10K	0.55%	58
2025 Q2	$2.19M	Buy	27,623 +1,131	+4%	+$89.9K	0.53%	60
2025 Q1	$2.38M	Buy	26,492 +49	+0.2%	+$4.58K	0.62%	55
2024 Q4	$2.63M	Buy	26,443 +1,495	+6%	+$154K	0.68%	56
2024 Q3	$2.83M	Buy	24,948 +1,122	+5%	+$133K	0.74%	53
2024 Q2	$2.95M	Buy	23,826 +573	+2%	+$73.8K	0.87%	37
2024 Q1	$3.07M	Buy	23,253 +1,068	+5%	+$132K	0.92%	32
2023 Q4	$2.42M	Buy	22,185 +344	+2%	+$35.7K	0.81%	39
2023 Q3	$2.25M	Buy	21,841 +1,378	+7%	+$149K	0.83%	37
2023 Q2	$2.36M	Sell	20,463 -6,313	-24%	-$717K	0.88%	33
2023 Q1	$2.85M	Buy	26,776 +873	+3%	+$94.3K	1.15%	16
2022 Q4	$2.87M	Buy	+25,903	New	+$2.65M	1.29%	17

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

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

Alliance Wealth Advisors (Utah) reduced its Merck (MRK) stake by 1.5% in Q2 2026, selling an estimated $7.72K and leaving 4,342 shares worth $558K. The position accounts for 0.11% of the portfolio, ranked #121.

Alliance Wealth Advisors (Utah) first reported a position in MRK in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.07M in Q1 2024. 1,867 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Alliance Wealth Advisors (Utah) held 4,342 shares of Merck worth $558K as of Q2 2026.
Alliance Wealth Advisors (Utah) sold 66 Merck shares in Q2 2026, an estimated $7.72K.
Merck made up 0.11% of Alliance Wealth Advisors (Utah)'s portfolio in Q2 2026, its #121 holding.
Alliance Wealth Advisors (Utah) first reported a position in Merck in Q4 2022 and has held it in 15 quarters since.
Alliance Wealth Advisors (Utah)'s Merck position peaked at $3.07M in Q1 2024.
1,867 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q2 2026, filed 23 Jul 2026.