Atlantic Edge Private Wealth Management’s Merck MRK Stock Holding History

Atlantic Edge Private 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	$2.24M	Sell	17,433 -167	-0.9%	-$19.5K	0.46%	49
2026 Q1	$2.12M	Buy	17,600 +5,358	+44%	+$619K	0.52%	48
2025 Q4	$1.29M	Buy	12,242 +309	+3%	+$29K	0.32%	63
2025 Q3	$1M	Buy	11,933 +37	+0.3%	+$3.05K	0.26%	71
2025 Q2	$942K	Sell	11,896 -970	-8%	-$77.1K	0.26%	74
2025 Q1	$1.15M	Sell	12,866 -22	-0.2%	-$2.05K	0.35%	67
2024 Q4	$1.28M	Sell	12,888 -59	-0.5%	-$6.08K	0.4%	61
2024 Q3	$1.47M	Buy	12,947 +306	+2%	+$36.4K	0.45%	58
2024 Q2	$1.56M	Buy	12,641 +357	+3%	+$46K	0.52%	48
2024 Q1	$1.62M	Buy	12,284 +783	+7%	+$96.5K	0.56%	43
2023 Q4	$1.25M	Buy	+11,501	New	+$1.19M	0.51%	50

Other funds holding MRK

Swedbank Stockholm, Sweden $116B AUM 46.87% 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

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Atlantic Edge Private Wealth Management's MRK Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management reduced its Merck (MRK) stake by 0.95% in Q2 2026, selling an estimated $19.5K and leaving 17,433 shares worth $2.24M. The position accounts for 0.46% of the portfolio, ranked #49.

Atlantic Edge Private Wealth Management first reported a position in MRK in Q4 2023 and has held it in 11 quarters since. 1,556 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Atlantic Edge Private Wealth Management held 17,433 shares of Merck worth $2.24M as of Q2 2026.
Atlantic Edge Private Wealth Management sold 167 Merck shares in Q2 2026, an estimated $19.5K.
Merck made up 0.46% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #49 holding.
Atlantic Edge Private Wealth Management first reported a position in Merck in Q4 2023 and has held it in 11 quarters since.
1,556 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.