Barlow Wealth Partners’s Merck MRK Stock Holding History

Barlow Wealth Partners’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	$944K	Hold	7,490	–	–	0.1%	64
2026 Q1	$892K	Sell	7,490 -50	-0.7%	-$5.77K	0.1%	62
2025 Q4	$833K	Sell	7,540 -85	-1%	-$7.98K	0.09%	65
2025 Q3	$668K	Sell	7,625 -982	-11%	-$80.9K	0.07%	72
2025 Q2	$709K	Hold	8,607	–	–	0.08%	66
2025 Q1	$712K	Sell	8,607 -800	-9%	-$74.7K	0.09%	67
2024 Q4	$942K	Sell	9,407 -2,509	-21%	-$259K	0.12%	59
2024 Q3	$1.29M	Sell	11,916 -200	-2%	-$23.8K	0.17%	58
2024 Q2	$1.53M	Buy	12,116 +21	+0.2%	+$2.71K	0.21%	56
2024 Q1	$1.52M	Sell	12,095 -25	-0.2%	-$3.08K	0.21%	60
2023 Q4	$1.32M	Buy	+12,120	New	+$1.26M	0.19%	60

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

Barlow Wealth Partners's MRK Position: Q2 2026 in Review

Barlow Wealth Partners held its Merck (MRK) position steady in Q2 2026 at 7,490 shares worth $944K. The position accounts for 0.1% of the portfolio, ranked #64.

Barlow Wealth Partners first reported a position in MRK in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.53M in Q2 2024. 1,867 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Barlow Wealth Partners held 7,490 shares of Merck worth $944K as of Q2 2026.
Barlow Wealth Partners left its Merck share count unchanged in Q2 2026.
Merck made up 0.1% of Barlow Wealth Partners's portfolio in Q2 2026, its #64 holding.
Barlow Wealth Partners first reported a position in Merck in Q4 2023 and has held it in 11 quarters since.
Barlow Wealth Partners's Merck position peaked at $1.53M in Q2 2024.
1,867 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Barlow Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.