Atria Investments’s Merck MRK Stock Holding History

Atria Investments’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	$24.5M	Sell	190,293 -4,124	-2%	-$483K	0.25%	72
2026 Q1	$23.4M	Buy	194,417 +13,429	+7%	+$1.55M	0.26%	66
2025 Q4	$19.1M	Buy	180,988 +1,339	+0.7%	+$126K	0.22%	83
2025 Q3	$15.1M	Sell	179,649 -9,729	-5%	-$801K	0.17%	115
2025 Q2	$15M	Buy	189,378 +3,917	+2%	+$311K	0.18%	120
2025 Q1	$16.6M	Sell	185,461 -49,315	-21%	-$4.6M	0.21%	92
2024 Q4	$23.4M	Sell	234,776 -23,530	-9%	-$2.43M	0.29%	59
2024 Q3	$29.3M	Sell	258,306 -9,519	-4%	-$1.13M	0.36%	48
2024 Q2	$33.2M	Sell	267,825 -4,028	-1%	-$519K	0.43%	40
2024 Q1	$35.9M	Buy	271,853 +17,281	+7%	+$2.13M	0.49%	36
2023 Q4	$27.8M	Buy	254,572 +9,005	+4%	+$935K	0.43%	44
2023 Q3	$25.3M	Buy	245,567 +8,804	+4%	+$949K	0.45%	40
2023 Q2	$27.3M	Buy	236,763 +4,728	+2%	+$537K	0.49%	38
2023 Q1	$24.7M	Sell	232,035 -13,190	-5%	-$1.42M	0.47%	38
2022 Q4	$27.2M	Buy	245,225 +10,458	+4%	+$1.07M	0.56%	28
2022 Q3	$20.2M	Sell	234,767 -9,903	-4%	-$884K	0.45%	36
2022 Q2	$22.3M	Buy	244,670 +10,715	+5%	+$950K	0.47%	34
2022 Q1	$19.2M	Buy	233,955 +3,329	+1%	+$262K	0.34%	59
2021 Q4	$17.7M	Buy	230,626 +6,128	+3%	+$488K	0.32%	66
2021 Q3	$16.9M	Buy	224,498 +20,611	+10%	+$1.57M	0.3%	67
2021 Q2	$15.9M	Sell	203,887 -1,606	-0.8%	-$119K	0.31%	65
2021 Q1	$15.1M	Buy	205,493 +19,151	+10%	+$1.41M	0.33%	64
2020 Q4	$14.5M	Buy	186,342 +17,432	+10%	+$1.33M	0.35%	62
2020 Q3	$13.4M	Sell	168,910 -5,390	-3%	-$422K	0.41%	48
2020 Q2	$12.9M	Buy	174,300 +23,742	+16%	+$1.79M	0.44%	46
2020 Q1	$11.1M	Sell	150,558 -20,532	-12%	-$1.61M	0.85%	24
2019 Q4	$14.8M	Buy	171,090 +72,631	+74%	+$5.97M	0.4%	46
2019 Q3	$7.91M	Buy	98,459 +2,661	+3%	+$213K	0.28%	75
2019 Q2	$7.79M	Buy	95,798 +14,862	+18%	+$1.14M	0.29%	74
2019 Q1	$6.42M	Sell	80,936 -2,830	-3%	-$212K	0.27%	77
2018 Q4	$6.11M	Sell	83,766 -31,082	-27%	-$2.19M	0.27%	63
2018 Q3	$7.77M	Sell	114,848 -4,485	-4%	-$286K	0.31%	58
2018 Q2	$6.91M	Sell	119,333 -9,294	-7%	-$524K	0.3%	58
2018 Q1	$6.68M	Buy	128,627 +36,253	+39%	+$1.96M	0.32%	50
2017 Q4	$4.96M	Buy	92,374 +18,649	+25%	+$1.03M	0.25%	72
2017 Q3	$4.5M	Sell	73,725 -4,729	-6%	-$287K	0.25%	73
2017 Q2	$4.8M	Buy	78,454 +3,237	+4%	+$197K	0.29%	60
2017 Q1	$4.56M	Buy	75,217 +5,480	+8%	+$332K	0.3%	65
2016 Q4	$3.92M	Buy	69,737 +19,290	+38%	+$1.13M	0.3%	55
2016 Q3	$3M	Buy	50,447 +13,214	+35%	+$773K	0.28%	58
2016 Q2	$2.09M	Sell	37,233 -20,092	-35%	-$1.07M	0.23%	69
2016 Q1	$2.89M	Buy	57,325 +9,729	+20%	+$476K	0.33%	44
2015 Q4	$2.32M	Buy	47,596 +12,912	+37%	+$651K	0.26%	62
2015 Q3	$1.64M	Buy	34,684 +314	+0.9%	+$16.7K	0.23%	66
2015 Q2	$1.87M	Sell	34,370 -167	-0.5%	-$9.37K	0.22%	65
2015 Q1	$1.89M	Buy	34,537 +4,598	+15%	+$260K	0.21%	67
2014 Q4	$1.62M	Buy	29,939 +1,492	+5%	+$83.1K	0.17%	94
2014 Q3	$1.61M	Buy	28,447 +1,122	+4%	+$63K	0.16%	108
2014 Q2	$1.51M	Buy	27,325 +2,320	+9%	+$127K	0.15%	127
2014 Q1	$1.35M	Buy	25,005 +1,668	+7%	+$86.4K	0.14%	136
2013 Q4	$1.11M	Buy	23,337 +2,273	+11%	+$104K	0.11%	174
2013 Q3	$957K	Sell	21,064 -6,327	-23%	-$289K	0.1%	163
2013 Q2	$1.21M	Buy	+27,391	New	+$1.22M	0.15%	89

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

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

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Atria Investments's MRK Position: Q2 2026 in Review

Atria Investments reduced its Merck (MRK) stake by 2.1% in Q2 2026, selling an estimated $483K and leaving 190,293 shares worth $24.5M. The position accounts for 0.25% of the portfolio, ranked #72.

Atria Investments first reported a position in MRK in Q2 2013 and has held it in 53 quarters since. The position peaked at $35.9M in Q1 2024. 1,532 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Atria Investments held 190,293 shares of Merck worth $24.5M as of Q2 2026.
Atria Investments sold 4,124 Merck shares in Q2 2026, an estimated $483K.
Merck made up 0.25% of Atria Investments's portfolio in Q2 2026, its #72 holding.
Atria Investments first reported a position in Merck in Q2 2013 and has held it in 53 quarters since.
Atria Investments's Merck position peaked at $35.9M in Q1 2024.
1,532 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.