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Allied Investment Advisors’s Merck MRK Stock Holding History

Allied Investment 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 		$815K Sell
6,342
-45
-0.7% -$5.27K 0.1% 64
2026
Q1 		$768K Sell
6,387
-100
-2% -$11.5K 0.11% 57
2025
Q4 		$683K Sell
6,487
-159
-2% -$14.9K 0.11% 59
2025
Q3 		$558K Sell
6,646
-260
-4% -$21.4K 0.09% 61
2025
Q2 		$547K Sell
6,906
-163
-2% -$13K 0.1% 57
2025
Q1 		$635K Sell
7,069
-3,125
-31% -$292K 0.12% 54
2024
Q4 		$1.01M Sell
10,194
-2,068
-17% -$213K 0.2% 43
2024
Q3 		$1.39M Sell
12,262
-71,476
-85% -$8.49M 0.28% 38
2024
Q2 		$10.4M Sell
83,738
-1,044
-1% -$134K 2.43% 18
2024
Q1 		$11.2M Buy
84,782
+2,289
+3% +$282K 2.7% 14
2023
Q4 		$8.99M Buy
82,493
+24
+0% +$2.49K 2.45% 18
2023
Q3 		$8.49M Buy
82,469
+545
+0.7% +$58.7K 2.54% 15
2023
Q2 		$9.45M Buy
81,924
+633
+0.8% +$71.9K 2.74% 11
2023
Q1 		$8.65M Sell
81,291
-597
-0.7% -$64.5K 2.68% 13
2022
Q4 		$9.09M Sell
81,888
-133
-0.2% -$13.6K 2.84% 11
2022
Q3 		$7.06M Buy
82,021
+1,537
+2% +$137K 2.63% 14
2022
Q2 		$7.34M Buy
80,484
+1,121
+1% +$99.4K 2.63% 14
2022
Q1 		$6.51M Buy
79,363
+8,033
+11% +$633K 2.12% 29
2021
Q4 		$5.47M Buy
71,330
+5,194
+8% +$414K 1.87% 32
2021
Q3 		$4.97M Buy
66,136
+3,345
+5% +$254K 1.88% 32
2021
Q2 		$4.88M Buy
+62,791
New +$4.67M 1.84% 32
2018
Q1 		– Sell
-3,846
Closed -$207K – 52
2017
Q4 		$207K Buy
+3,846
New +$213K 0.17% 46

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

Allied Investment Advisors's MRK Position: Q2 2026 in Review

Allied Investment Advisors reduced its Merck (MRK) stake by 0.7% in Q2 2026, selling an estimated $5.27K and leaving 6,342 shares worth $815K. The position accounts for 0.1% of the portfolio, ranked #64.

Allied Investment Advisors first reported a position in MRK in Q4 2017 and has held it in 22 quarters since. The position peaked at $11.2M in Q1 2024. 1,767 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Allied Investment Advisors held 6,342 shares of Merck worth $815K as of Q2 2026.
  • Allied Investment Advisors sold 45 Merck shares in Q2 2026, an estimated $5.27K.
  • Merck made up 0.1% of Allied Investment Advisors's portfolio in Q2 2026, its #64 holding.
  • Allied Investment Advisors first reported a position in Merck in Q4 2017 and has held it in 22 quarters since.
  • Allied Investment Advisors's Merck position peaked at $11.2M in Q1 2024.
  • 1,767 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Allied Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.