Alteri Wealth’s Merck MRK Stock Holding History

Alteri Wealth’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	$734K	Buy	5,712 +252	+5%	+$29.5K	0.2%	117
2026 Q1	$657K	Buy	5,460 +1,785	+49%	+$206K	0.21%	118
2025 Q4	$387K	Buy	3,675 +32	+0.9%	+$3K	0.13%	187
2025 Q3	$306K	Buy	3,643 +150	+4%	+$12.4K	0.11%	216
2025 Q2	$277K	Sell	3,493 -1,362	-28%	-$108K	0.11%	208
2025 Q1	$436K	Sell	4,855 -540	-10%	-$50.4K	0.19%	141
2024 Q4	$537K	Buy	+5,395	New	+$556K	0.15%	111

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

Alteri Wealth's MRK Position: Q2 2026 in Review

Alteri Wealth increased its Merck (MRK) stake by 4.6% in Q2 2026, buying an estimated $29.5K and bringing the position to 5,712 shares worth $734K. The position accounts for 0.2% of the portfolio, ranked #117.

Alteri Wealth first reported a position in MRK in Q4 2024 and has held it in 7 quarters since. 1,867 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Alteri Wealth held 5,712 shares of Merck worth $734K as of Q2 2026.
Alteri Wealth bought 252 Merck shares in Q2 2026, an estimated $29.5K.
Merck made up 0.2% of Alteri Wealth's portfolio in Q2 2026, its #117 holding.
Alteri Wealth first reported a position in Merck in Q4 2024 and has held it in 7 quarters since.
1,867 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Alteri Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.