AWM
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Aprio Wealth Management’s Merck MRK Stock Holding History

Aprio Wealth Management’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 		$4.61M Buy
35,856
+125
+0.3% +$14.6K 0.23% 90
2026
Q1 		$4.3M Buy
35,731
+996
+3% +$115K 0.23% 81
2025
Q4 		$3.66M Buy
34,735
+26,931
+345% +$2.53M 0.21% 86
2025
Q3 		$655K Buy
7,804
+776
+11% +$63.9K 0.07% 178
2025
Q2 		$556K Buy
7,028
+288
+4% +$22.9K 0.06% 173
2025
Q1 		$605K Sell
6,740
-77
-1% -$7.19K 0.08% 154
2024
Q4 		$678K Sell
6,817
-287
-4% -$29.6K 0.1% 112
2024
Q3 		$807K Sell
7,104
-181
-2% -$21.5K 0.13% 93
2024
Q2 		$902K Buy
7,285
+455
+7% +$58.6K 0.16% 75
2024
Q1 		$901K Buy
6,830
+2,767
+68% +$341K 0.18% 70
2023
Q4 		$443K Buy
4,063
+327
+9% +$33.9K 0.1% 100
2023
Q3 		$385K Buy
3,736
+1,376
+58% +$148K 0.11% 96
2023
Q2 		$272K Sell
2,360
-377
-14% -$42.8K 0.07% 115
2023
Q1 		$291K Buy
+2,737
New +$296K 0.09% 100
2020
Q4 		– Sell
-3,225
Closed -$255K – 59
2020
Q3 		$255K Hold
3,225
– – 0.18% 57
2020
Q2 		$238K Hold
3,225
– – 0.23% 56
2020
Q1 		$237K Hold
3,225
– – 0.3% 49
2019
Q4 		$280K Buy
+3,225
New +$265K 0.21% 53

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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Aprio Wealth Management's MRK Position: Q2 2026 in Review

Aprio Wealth Management increased its Merck (MRK) stake by 0.35% in Q2 2026, buying an estimated $14.6K and bringing the position to 35,856 shares worth $4.61M. The position accounts for 0.23% of the portfolio, ranked #90.

Aprio Wealth Management first reported a position in MRK in Q4 2019 and has held it in 18 quarters since. 1,803 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Aprio Wealth Management held 35,856 shares of Merck worth $4.61M as of Q2 2026.
  • Aprio Wealth Management bought 125 Merck shares in Q2 2026, an estimated $14.6K.
  • Merck made up 0.23% of Aprio Wealth Management's portfolio in Q2 2026, its #90 holding.
  • Aprio Wealth Management first reported a position in Merck in Q4 2019 and has held it in 18 quarters since.
  • 1,803 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.