B. Riley Wealth Advisors’s Merck MRK Stock Holding History

B. Riley Wealth Advisors’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	$3.78M	Sell	29,226 -1,838	-6%	-$215K	0.2%	111
2026 Q1	$3.67M	Sell	31,064 -5,451	-15%	-$629K	0.23%	101
2025 Q4	$3.84M	Sell	36,515 -1,226	-3%	-$115K	0.18%	123
2025 Q3	$3.17M	Sell	37,741 -5,525	-13%	-$455K	0.15%	141
2025 Q2	$3.42M	Buy	+43,266	New	+$3.44M	0.16%	134
2024 Q4	$11.5M	Sell	114,933 -12,564	-10%	-$1.3M	0.38%	50
2024 Q3	$14.4M	Sell	127,497 -20,562	-14%	-$2.44M	0.4%	42
2024 Q2	$18.4M	Sell	148,059 -14,516	-9%	-$1.87M	0.47%	31
2024 Q1	$16.9M	Buy	162,575 +15,946	+11%	+$1.97M	0.46%	40
2023 Q4	$16.1M	Sell	146,629 -15,946	-10%	-$1.66M	0.43%	37
2023 Q3	$16.9M	Sell	162,575 -6,519	-4%	-$703K	0.46%	40
2023 Q2	$19.6M	Sell	169,094 -9,208	-5%	-$1.05M	0.44%	47
2023 Q1	$19.1M	Sell	178,302 -13,709	-7%	-$1.48M	0.51%	36
2022 Q4	$21.4M	Buy	192,011 +232	+0.1%	+$23.7K	0.6%	26
2022 Q3	$16.5M	Buy	191,779 +77,268	+67%	+$6.9M	0.5%	39
2022 Q2	$10.4M	Buy	114,511 +7,883	+7%	+$699K	0.44%	45
2022 Q1	$8.75M	Sell	106,628 -2,530	-2%	-$199K	0.29%	72
2021 Q4	$8.37M	Buy	109,158 +3,514	+3%	+$280K	0.24%	89
2021 Q3	$7.94M	Buy	105,644 +4,058	+4%	+$309K	0.25%	80
2021 Q2	$7.9M	Sell	101,586 -945	-0.9%	-$70.3K	0.26%	81
2021 Q1	$7.55M	Buy	102,531 +32,004	+45%	+$2.36M	0.27%	82
2020 Q4	$5.51M	Sell	70,527 -23,448	-25%	-$1.79M	0.29%	78
2020 Q3	$7.3M	Buy	93,975 +12,216	+15%	+$957K	0.39%	60
2020 Q2	$6.03M	Buy	81,759 +1,767	+2%	+$133K	0.4%	59
2020 Q1	$5.88M	Buy	79,992 +12,110	+18%	+$952K	0.5%	44
2019 Q4	$5.89M	Buy	67,882 +11,402	+20%	+$937K	0.5%	40
2019 Q3	$4.54M	Buy	56,480 +5,592	+11%	+$448K	0.45%	44
2019 Q2	$4.07M	Buy	50,888 +3,666	+8%	+$281K	0.45%	48
2019 Q1	$3.75M	Buy	47,222 +3,659	+8%	+$274K	0.47%	47
2018 Q4	$3.18M	Buy	43,563 +2,412	+6%	+$170K	0.45%	51
2018 Q3	$2.79M	Buy	41,151 +7,069	+21%	+$450K	0.33%	64
2018 Q2	$1.98M	Sell	34,082 -3,602	-10%	-$203K	0.26%	87
2018 Q1	$1.96M	Sell	37,684 -11,835	-24%	-$639K	0.27%	89
2017 Q4	$2.66M	Sell	49,519 -2,976	-6%	-$165K	0.36%	71
2017 Q3	$3.21M	Sell	52,495 -160	-0.3%	-$9.7K	0.53%	40
2017 Q2	$3.22M	Buy	52,655 +652	+1%	+$39.7K	0.58%	37
2017 Q1	$3.16M	Buy	52,003 +2,950	+6%	+$179K	0.63%	36
2016 Q4	$2.76M	Sell	49,053 -8,964	-15%	-$525K	0.56%	44
2016 Q3	$2.39M	Sell	58,017 -305	-0.5%	-$17.8K	0.47%	47
2016 Q2	$2.18M	Buy	58,322 +3,013	+5%	+$160K	0.44%	50
2016 Q1	$2.03M	Buy	55,309 +8,726	+19%	+$427K	0.47%	50
2015 Q4	$2.35M	Buy	46,583 +2,828	+6%	+$143K	0.48%	46
2015 Q3	$2.06M	Buy	43,755 +3,269	+8%	+$174K	0.5%	40
2015 Q2	$2.2M	Buy	40,486 +328	+0.8%	+$18.4K	0.55%	35
2015 Q1	$2.2M	Sell	40,158 -24,753	-38%	-$1.4M	0.54%	34
2014 Q4	$19.4K	Buy	64,911 +29,002	+81%	+$1.62M	0.41%	31
2014 Q3	$2.03M	Sell	35,909 -33,287	-48%	-$1.87M	0.53%	30
2014 Q2	$2.11M	Buy	69,196 +38,056	+122%	+$2.08M	0.5%	31
2014 Q1	$1.69M	Sell	31,140 -3,287	-10%	-$170K	0.51%	37
2013 Q4	$1.64M	Buy	34,427 +2,397	+7%	+$110K	0.53%	35
2013 Q3	$1.46M	Buy	32,030 +886	+3%	+$40.5K	0.5%	36
2013 Q2	$1.38M	Buy	+31,144	New	+$1.39M	0.47%	47

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

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

Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

B. Riley Wealth Advisors's MRK Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its Merck (MRK) stake by 5.9% in Q2 2026, selling an estimated $215K and leaving 29,226 shares worth $3.78M. The position accounts for 0.2% of the portfolio, ranked #111.

B. Riley Wealth Advisors first reported a position in MRK in Q2 2013 and has held it in 52 quarters since. The position peaked at $21.4M in Q4 2022. 1,384 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

B. Riley Wealth Advisors held 29,226 shares of Merck worth $3.78M as of Q2 2026.
B. Riley Wealth Advisors sold 1,838 Merck shares in Q2 2026, an estimated $215K.
Merck made up 0.2% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #111 holding.
B. Riley Wealth Advisors first reported a position in Merck in Q2 2013 and has held it in 52 quarters since.
B. Riley Wealth Advisors's Merck position peaked at $21.4M in Q4 2022.
1,384 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.