Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$741K Hold
5,765
0.32% 52
2026
Q1
$693K Sell
5,765
-1
-0% -$115 0.35% 50
2025
Q4
$607K Buy
+5,766
New +$541K 0.3% 54

Other funds holding MRK

Asset Advisory Group's MRK Position: Q2 2026 in Review

Asset Advisory Group held its Merck (MRK) position steady in Q2 2026 at 5,765 shares worth $741K. The position accounts for 0.32% of the portfolio, ranked #52.

Asset Advisory Group first reported a position in MRK in Q4 2025 and has held it in 3 quarters since. 1,867 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Asset Advisory Group held 5,765 shares of Merck worth $741K as of Q2 2026.
  • Asset Advisory Group left its Merck share count unchanged in Q2 2026.
  • Merck made up 0.32% of Asset Advisory Group's portfolio in Q2 2026, its #52 holding.
  • Asset Advisory Group first reported a position in Merck in Q4 2025 and has held it in 3 quarters since.
  • 1,867 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Asset Advisory Group's 13F filing for Q2 2026, filed 9 Jul 2026.