AWE
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Avidian Wealth Enterprises’s Merck MRK Stock Holding History

Avidian Wealth Enterprises’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 		$4.37M Buy
33,988
+3,234
+11% +$379K 0.12% 122
2026
Q1 		$3.7M Buy
30,754
+14,925
+94% +$1.72M 0.12% 123
2025
Q4 		$1.67M Buy
15,829
+411
+3% +$38.6K 0.06% 165
2025
Q3 		$1.29M Buy
15,418
+1,699
+12% +$140K 0.05% 184
2025
Q2 		$1.09M Sell
13,719
-3,039
-18% -$242K 0.04% 194
2025
Q1 		$1.5M Sell
16,758
-272
-2% -$25.4K 0.07% 154
2024
Q4 		$1.69M Sell
17,030
-670
-4% -$69.1K 0.08% 137
2024
Q3 		$2.01M Buy
17,700
+770
+5% +$91.5K 0.09% 116
2024
Q2 		$2.1M Buy
16,930
+1,727
+11% +$222K 0.09% 111
2024
Q1 		$2.01M Buy
15,203
+1,633
+12% +$201K 0.1% 111
2023
Q4 		$1.48M Buy
13,570
+2,258
+20% +$234K 0.09% 130
2023
Q3 		$1.16M Sell
11,312
-881
-7% -$95K 0.08% 147
2023
Q2 		$1.41M Sell
12,193
-11,462
-48% -$1.3M 0.09% 145
2023
Q1 		$2.52M Buy
23,655
+2,165
+10% +$234K 0.14% 124
2022
Q4 		$2.38M Buy
21,490
+2,299
+12% +$235K 0.16% 110
2022
Q3 		$1.65M Buy
19,191
+85
+0.4% +$7.59K 0.12% 116
2022
Q2 		$1.74M Buy
19,106
+1,506
+9% +$134K 0.12% 122
2022
Q1 		$1.44M Buy
17,600
+80
+0.5% +$6.31K 0.09% 149
2021
Q4 		$1.34M Buy
17,520
+3,353
+24% +$267K 0.08% 155
2021
Q3 		$1.06M Buy
14,167
+2,282
+19% +$174K 0.08% 129
2021
Q2 		$924K Buy
11,885
+2,446
+26% +$182K 0.07% 140
2021
Q1 		$694K Buy
9,439
+1,005
+12% +$74.1K 0.06% 162
2020
Q4 		$658K Sell
8,434
-421
-5% -$32.2K 0.06% 149
2020
Q3 		$701K Sell
8,855
-2,151
-20% -$168K 0.08% 123
2020
Q2 		$812K Sell
11,006
-2,835
-20% -$213K 0.11% 101
2020
Q1 		$1.02M Buy
13,841
+483
+4% +$38K 0.16% 70
2019
Q4 		$1.16M Sell
13,358
-48
-0.4% -$3.94K 0.16% 60
2019
Q3 		$1.08M Sell
13,406
-2,697
-17% -$216K 0.18% 53
2019
Q2 		$1.29M Buy
+16,103
New +$1.23M 0.3% 32

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

Avidian Wealth Enterprises's MRK Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its Merck (MRK) stake by 11% in Q2 2026, buying an estimated $379K and bringing the position to 33,988 shares worth $4.37M. The position accounts for 0.12% of the portfolio, ranked #122.

Avidian Wealth Enterprises first reported a position in MRK in Q2 2019 and has held it in 29 quarters since. 1,867 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Avidian Wealth Enterprises held 33,988 shares of Merck worth $4.37M as of Q2 2026.
  • Avidian Wealth Enterprises bought 3,234 Merck shares in Q2 2026, an estimated $379K.
  • Merck made up 0.12% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #122 holding.
  • Avidian Wealth Enterprises first reported a position in Merck in Q2 2019 and has held it in 29 quarters since.
  • 1,867 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.