Baker Tilly Wealth Management’s Merck MRK Stock Holding History

Baker Tilly Wealth Management’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	$523K	Buy	4,067 +44	+1%	+$5.15K	0.11%	166
2026 Q1	$484K	Sell	4,023 -753	-16%	-$86.9K	0.12%	162
2025 Q4	$503K	Sell	4,776 -7,378	-61%	-$693K	0.12%	154
2025 Q3	$1.02M	Buy	12,154 +11	+0.1%	+$906	0.23%	84
2025 Q2	$961K	Sell	12,143 -2,025	-14%	-$161K	0.34%	63
2025 Q1	$1.27M	Buy	14,168 +2,799	+25%	+$261K	0.5%	39
2024 Q4	$1.13M	Sell	11,369 -1,615	-12%	-$166K	0.44%	44
2024 Q3	$1.47M	Sell	12,984 -1,086	-8%	-$129K	0.65%	24
2024 Q2	$1.74M	Sell	14,070 -11,767	-46%	-$1.52M	0.71%	25
2024 Q1	$3.41M	Sell	25,837 -1,999	-7%	-$246K	0.62%	28
2023 Q4	$3.03M	Sell	27,836 -1,841	-6%	-$191K	0.5%	35
2023 Q3	$3.06M	Sell	29,677 -20,794	-41%	-$2.24M	0.5%	39
2023 Q2	$5.82M	Sell	50,471 -2,996	-6%	-$340K	0.61%	35
2023 Q1	$5.69M	Buy	53,467 +2,383	+5%	+$257K	0.64%	34
2022 Q4	$5.67M	Buy	51,084 +4,101	+9%	+$419K	0.7%	26
2022 Q3	$4.05M	Buy	46,983 +1,982	+4%	+$177K	0.55%	36
2022 Q2	$4.1M	Buy	45,001 +2,916	+7%	+$259K	0.54%	42
2022 Q1	$3.45M	Buy	42,085 +16,389	+64%	+$1.29M	0.38%	60
2021 Q4	$1.97M	Buy	25,696 +487	+2%	+$38.8K	0.21%	94
2021 Q3	$1.89M	Buy	25,209 +2,166	+9%	+$165K	0.25%	77
2021 Q2	$1.79M	Buy	23,043 +710	+3%	+$52.8K	0.29%	77
2021 Q1	$1.64M	Buy	22,333 +8,167	+58%	+$602K	0.34%	72
2020 Q4	$1.11M	Buy	+14,166	New	+$1.08M	0.34%	73

Other funds holding MRK

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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 Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

Baker Tilly Wealth Management's MRK Position: Q2 2026 in Review

Baker Tilly Wealth Management increased its Merck (MRK) stake by 1.1% in Q2 2026, buying an estimated $5.15K and bringing the position to 4,067 shares worth $523K. The position accounts for 0.11% of the portfolio, ranked #166.

Baker Tilly Wealth Management first reported a position in MRK in Q4 2020 and has held it in 23 quarters since. The position peaked at $5.82M in Q2 2023. 1,867 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Baker Tilly Wealth Management held 4,067 shares of Merck worth $523K as of Q2 2026.
Baker Tilly Wealth Management bought 44 Merck shares in Q2 2026, an estimated $5.15K.
Merck made up 0.11% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #166 holding.
Baker Tilly Wealth Management first reported a position in Merck in Q4 2020 and has held it in 23 quarters since.
Baker Tilly Wealth Management's Merck position peaked at $5.82M in Q2 2023.
1,867 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.