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Avantax Planning Partners’s Merck MRK Stock Holding History

Avantax Planning Partners’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 		$12.9M Buy
100,354
+1,842
+2% +$216K 0.32% 51
2026
Q1 		$11.9M Sell
98,512
-13,075
-12% -$1.51M 0.33% 49
2025
Q4 		$11.7M Buy
111,587
+1,917
+2% +$180K 0.33% 46
2025
Q3 		$9.2M Buy
109,670
+8,262
+8% +$681K 0.26% 64
2025
Q2 		$8.03M Buy
101,408
+8,610
+9% +$684K 0.25% 69
2025
Q1 		$8.33M Buy
92,798
+11,394
+14% +$1.06M 0.29% 61
2024
Q4 		$8.1M Buy
81,404
+3,413
+4% +$352K 0.29% 59
2024
Q3 		$8.86M Sell
77,991
-19,675
-20% -$2.34M 0.32% 52
2024
Q2 		$12.1M Sell
97,666
-684
-0.7% -$88.1K 0.39% 41
2024
Q1 		$13M Buy
98,350
+40,223
+69% +$4.96M 0.42% 39
2023
Q4 		$6.34M Sell
58,127
-1,598
-3% -$166K 0.24% 50
2023
Q3 		$6.15M Sell
59,725
-1,588
-3% -$171K 0.26% 47
2023
Q2 		$7.07M Sell
61,313
-323
-0.5% -$36.7K 0.28% 44
2023
Q1 		$6.56M Sell
61,636
-9,547
-13% -$1.03M 0.27% 47
2022
Q4 		$7.9M Sell
71,183
-1,517
-2% -$155K 0.31% 39
2022
Q3 		$6.26M Buy
72,700
+726
+1% +$64.8K 0.28% 41
2022
Q2 		$6.56M Buy
71,974
+6,318
+10% +$560K 0.28% 44
2022
Q1 		$5.39M Buy
65,656
+6,459
+11% +$509K 0.21% 49
2021
Q4 		$4.54M Buy
59,197
+1,123
+2% +$89.4K 0.19% 50
2021
Q3 		$4.36M Sell
58,074
-12,273
-17% -$933K 0.2% 41
2021
Q2 		$5.47M Buy
70,347
+22,131
+46% +$1.65M 0.26% 31
2021
Q1 		$3.55M Sell
48,216
-14,665
-23% -$1.08M 0.18% 48
2020
Q4 		$4.91M Sell
62,881
-11,289
-15% -$863K 0.25% 30
2020
Q3 		$5.87M Buy
74,170
+1,612
+2% +$126K 0.31% 28
2020
Q2 		$5.35M Buy
72,558
+9,083
+14% +$684K 0.3% 28
2020
Q1 		$4.66M Buy
63,475
+13,131
+26% +$1.03M 0.32% 24
2019
Q4 		$4.37M Buy
50,344
+480
+1% +$39.4K 0.26% 32
2019
Q3 		$4M Buy
49,864
+2,114
+4% +$169K 0.25% 32
2019
Q2 		$3.83M Buy
47,750
+3,363
+8% +$258K 0.25% 34
2019
Q1 		$3.52M Buy
44,387
+16,671
+60% +$1.25M 0.24% 37
2018
Q4 		$2.02M Buy
27,716
+2,071
+8% +$146K 0.15% 63
2018
Q3 		$1.74M Buy
25,645
+509
+2% +$32.4K 0.14% 56
2018
Q2 		$1.46M Sell
25,136
-3,093
-11% -$174K 0.13% 61
2018
Q1 		$1.47M Buy
28,229
+192
+0.7% +$10.4K 0.13% 68
2017
Q4 		$1.5M Sell
28,037
-7,866
-22% -$436K 0.14% 62
2017
Q3 		$2.19M Buy
35,903
+689
+2% +$41.8K 0.17% 59
2017
Q2 		$2.15M Buy
35,214
+3,013
+9% +$183K 0.18% 56
2017
Q1 		$1.95M Sell
32,201
-4,985
-13% -$302K 0.17% 53
2016
Q4 		$2.09M Buy
+37,186
New +$2.18M 0.22% 41

Other funds holding MRK

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

Avantax Planning Partners's MRK Position: Q2 2026 in Review

Avantax Planning Partners increased its Merck (MRK) stake by 1.9% in Q2 2026, buying an estimated $216K and bringing the position to 100,354 shares worth $12.9M. The position accounts for 0.32% of the portfolio, ranked #51.

Avantax Planning Partners first reported a position in MRK in Q4 2016 and has held it in 39 quarters since. The position peaked at $13M in Q1 2024. 1,533 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Avantax Planning Partners held 100,354 shares of Merck worth $12.9M as of Q2 2026.
  • Avantax Planning Partners bought 1,842 Merck shares in Q2 2026, an estimated $216K.
  • Merck made up 0.32% of Avantax Planning Partners's portfolio in Q2 2026, its #51 holding.
  • Avantax Planning Partners first reported a position in Merck in Q4 2016 and has held it in 39 quarters since.
  • Avantax Planning Partners's Merck position peaked at $13M in Q1 2024.
  • 1,533 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.