BRWA
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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
Q1 		– Sell
-200
Closed -$21.1K – 1042
2025
Q4 		$21.1K Buy
+200
New +$18.8K ﹤0.01% 1004

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
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
QP
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. 1,411 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.
  • 1,411 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.