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Aventura Private Wealth’s Merck MRK Stock Holding History

Aventura Private 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 		$531K Buy
4,130
+383
+10% +$44.8K 0.16% 94
2026
Q1 		$451K Sell
3,747
-290
-7% -$33.5K 0.16% 102
2025
Q4 		$425K Sell
4,037
-380
-9% -$35.7K 0.15% 103
2025
Q3 		$371K Sell
4,417
-68
-2% -$5.6K 0.14% 109
2025
Q2 		$355K Buy
4,485
+422
+10% +$33.5K 0.15% 108
2025
Q1 		$365K Sell
4,063
-8
-0.2% -$747 0.19% 102
2024
Q4 		$405K Buy
+4,071
New +$420K 0.22% 87

Other funds holding MRK

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
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
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Aventura Private Wealth's MRK Position: Q2 2026 in Review

Aventura Private Wealth increased its Merck (MRK) stake by 10% in Q2 2026, buying an estimated $44.8K and bringing the position to 4,130 shares worth $531K. The position accounts for 0.16% of the portfolio, ranked #94.

Aventura Private Wealth first reported a position in MRK in Q4 2024 and has held it in 7 quarters since. 2,236 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Aventura Private Wealth held 4,130 shares of Merck worth $531K as of Q2 2026.
  • Aventura Private Wealth bought 383 Merck shares in Q2 2026, an estimated $44.8K.
  • Merck made up 0.16% of Aventura Private Wealth's portfolio in Q2 2026, its #94 holding.
  • Aventura Private Wealth first reported a position in Merck in Q4 2024 and has held it in 7 quarters since.
  • 2,236 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.