Barnes Wealth Management Group’s Merck MRK Stock Holding History

Barnes Wealth Management Group’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	$345K	Sell	2,684 -241	-8%	-$28.2K	0.16%	129
2026 Q1	$352K	Sell	2,925 -24	-0.8%	-$2.77K	0.18%	122
2025 Q4	$310K	Sell	2,949 -7	-0.2%	-$657	0.17%	120
2025 Q3	$248K	Buy	2,956 +86	+3%	+$7.08K	0.14%	143
2025 Q2	$227K	Buy	2,870 +286	+11%	+$22.7K	0.13%	141
2025 Q1	$232K	Buy	2,584 +260	+11%	+$24.3K	0.15%	129
2024 Q4	$231K	Buy	+2,324	New	+$240K	0.16%	123

Other funds holding MRK

Swedbank Stockholm, Sweden $116B AUM 46.87% 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

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Barnes Wealth Management Group's MRK Position: Q2 2026 in Review

Barnes Wealth Management Group reduced its Merck (MRK) stake by 8.2% in Q2 2026, selling an estimated $28.2K and leaving 2,684 shares worth $345K. The position accounts for 0.16% of the portfolio, ranked #129.

Barnes Wealth Management Group first reported a position in MRK in Q4 2024 and has held it in 7 quarters since. The position peaked at $352K in Q1 2026. 1,660 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Barnes Wealth Management Group held 2,684 shares of Merck worth $345K as of Q2 2026.
Barnes Wealth Management Group sold 241 Merck shares in Q2 2026, an estimated $28.2K.
Merck made up 0.16% of Barnes Wealth Management Group's portfolio in Q2 2026, its #129 holding.
Barnes Wealth Management Group first reported a position in Merck in Q4 2024 and has held it in 7 quarters since.
Barnes Wealth Management Group's Merck position peaked at $352K in Q1 2026.
1,660 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Barnes Wealth Management Group's 13F filing for Q2 2026, filed 24 Jul 2026.