Barnes Pettey Financial Advisors’s Merck MRK Stock Holding History

Barnes Pettey Financial 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	$1.49M	Hold	11,611	–	–	0.47%	49
2026 Q1	$1.4M	Sell	11,611 -137	-1%	-$15.8K	0.61%	42
2025 Q4	$1.24M	Sell	11,748 -724	-6%	-$68K	0.61%	38
2025 Q3	$1.05M	Buy	12,472 +4,519	+57%	+$372K	0.57%	38
2025 Q2	$630K	Buy	7,953 +167	+2%	+$13.3K	0.42%	51
2025 Q1	$699K	Sell	7,786 -113	-1%	-$10.6K	0.54%	42
2024 Q4	$786K	Hold	7,899	–	–	0.6%	35
2024 Q3	$897K	Hold	7,899	–	–	0.72%	32
2024 Q2	$978K	Sell	7,899 -550	-7%	-$70.8K	0.84%	28
2024 Q1	$1.11M	Sell	8,449 -92	-1%	-$11.3K	0.96%	25
2023 Q4	$931K	Hold	8,541	–	–	0.76%	30
2023 Q3	$879K	Hold	8,541	–	–	0.81%	30
2023 Q2	$986K	Buy	8,541 +113	+1%	+$12.8K	0.85%	29
2023 Q1	$897K	Hold	8,428	–	–	0.86%	28
2022 Q4	$935K	Sell	8,428 -1,331	-14%	-$136K	0.96%	28
2022 Q3	$840K	Hold	9,759	–	–	1.15%	24
2022 Q2	$890K	Buy	9,759 +3,119	+47%	+$277K	1.15%	23
2022 Q1	$545K	Hold	6,640	–	–	0.66%	40
2021 Q4	$509K	Buy	+6,640	New	+$529K	0.59%	42

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

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Barnes Pettey Financial Advisors's MRK Position: Q2 2026 in Review

Barnes Pettey Financial Advisors held its Merck (MRK) position steady in Q2 2026 at 11,611 shares worth $1.49M. The position accounts for 0.47% of the portfolio, ranked #49.

Barnes Pettey Financial Advisors first reported a position in MRK in Q4 2021 and has held it in 19 quarters since. 1,752 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Barnes Pettey Financial Advisors held 11,611 shares of Merck worth $1.49M as of Q2 2026.
Barnes Pettey Financial Advisors left its Merck share count unchanged in Q2 2026.
Merck made up 0.47% of Barnes Pettey Financial Advisors's portfolio in Q2 2026, its #49 holding.
Barnes Pettey Financial Advisors first reported a position in Merck in Q4 2021 and has held it in 19 quarters since.
1,752 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Barnes Pettey Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.