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Avantra Family Wealth’s Merck MRK Stock Holding History

Avantra Family Wealth’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 		$920K Buy
7,156
+1,633
+30% +$191K 0.59% 47
2026
Q1 		$664K Buy
+5,523
New +$638K 0.49% 61

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

Avantra Family Wealth's MRK Position: Q2 2026 in Review

Avantra Family Wealth increased its Merck (MRK) stake by 30% in Q2 2026, buying an estimated $191K and bringing the position to 7,156 shares worth $920K. The position accounts for 0.59% of the portfolio, ranked #47.

Avantra Family Wealth first reported a position in MRK in Q1 2026 and has held it in 2 quarters since. 1,867 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Avantra Family Wealth held 7,156 shares of Merck worth $920K as of Q2 2026.
  • Avantra Family Wealth bought 1,633 Merck shares in Q2 2026, an estimated $191K.
  • Merck made up 0.59% of Avantra Family Wealth's portfolio in Q2 2026, its #47 holding.
  • Avantra Family Wealth first reported a position in Merck in Q1 2026 and has held it in 2 quarters since.
  • 1,867 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Avantra Family Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.