BW
MRK icon

Balance Wealth’s Merck MRK Stock Holding History

Balance 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 		$392K Buy
3,051
+9
+0.3% +$1.05K 0.1% 107
2026
Q1 		$366K Buy
3,042
+643
+27% +$74.2K 0.11% 108
2025
Q4 		$252K Buy
+2,399
New +$225K 0.08% 125

Other funds holding MRK

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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

Balance Wealth's MRK Position: Q2 2026 in Review

Balance Wealth increased its Merck (MRK) stake by 0.3% in Q2 2026, buying an estimated $1.05K and bringing the position to 3,051 shares worth $392K. The position accounts for 0.1% of the portfolio, ranked #107.

Balance Wealth first reported a position in MRK in Q4 2025 and has held it in 3 quarters since. 1,299 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Balance Wealth held 3,051 shares of Merck worth $392K as of Q2 2026.
  • Balance Wealth bought 9 Merck shares in Q2 2026, an estimated $1.05K.
  • Merck made up 0.1% of Balance Wealth's portfolio in Q2 2026, its #107 holding.
  • Balance Wealth first reported a position in Merck in Q4 2025 and has held it in 3 quarters since.
  • 1,299 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Balance Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.