AWA
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Amplius Wealth Advisors’s Merck MRK Stock Holding History

Amplius Wealth 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 		$277K Buy
2,153
+320
+17% +$37.5K 0.02% 172
2026
Q1 		$220K Buy
+1,833
New +$212K 0.02% 163
2025
Q3 		– Sell
-6,165
Closed -$488K – 196
2025
Q2 		$488K Buy
6,165
+3,329
+117% +$265K 0.05% 121
2025
Q1 		$255K Buy
2,836
+84
+3% +$7.84K 0.03% 153
2024
Q4 		$274K Sell
2,752
-56
-2% -$5.77K 0.03% 146
2024
Q3 		$319K Sell
2,808
-102
-4% -$12.1K 0.03% 125
2024
Q2 		$360K Sell
2,910
-429
-13% -$55.3K 0.04% 115
2024
Q1 		$441K Sell
3,339
-155
-4% -$19.1K 0.05% 104
2023
Q4 		$381K Sell
3,494
-328
-9% -$34K 0.05% 111
2023
Q3 		$393K Sell
3,822
-224
-6% -$24.1K 0.05% 107
2023
Q2 		$467K Buy
4,046
+336
+9% +$38.1K 0.06% 102
2023
Q1 		$395K Buy
3,710
+714
+24% +$77.1K 0.06% 112
2022
Q4 		$332K Buy
2,996
+644
+27% +$65.8K 0.05% 114
2022
Q3 		$203K Buy
+2,352
New +$210K 0.04% 149
2022
Q1 		– Sell
-2,384
Closed -$182K – 626
2021
Q4 		$182K Buy
+2,384
New +$190K 0.03% 190

Other funds holding MRK

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

Amplius Wealth Advisors's MRK Position: Q2 2026 in Review

Amplius Wealth Advisors increased its Merck (MRK) stake by 17% in Q2 2026, buying an estimated $37.5K and bringing the position to 2,153 shares worth $277K. The position accounts for 0.02% of the portfolio, ranked #172.

Amplius Wealth Advisors first reported a position in MRK in Q4 2021 and has held it in 15 quarters since. The position peaked at $488K in Q2 2025. 1,299 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Amplius Wealth Advisors held 2,153 shares of Merck worth $277K as of Q2 2026.
  • Amplius Wealth Advisors bought 320 Merck shares in Q2 2026, an estimated $37.5K.
  • Merck made up 0.02% of Amplius Wealth Advisors's portfolio in Q2 2026, its #172 holding.
  • Amplius Wealth Advisors first reported a position in Merck in Q4 2021 and has held it in 15 quarters since.
  • Amplius Wealth Advisors's Merck position peaked at $488K in Q2 2025.
  • 1,299 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Amplius Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.