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Baron Silver Stevens Financial Advisors’s Merck MRK Stock Holding History

Baron Silver Stevens 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 		$895K Buy
6,964
+193
+3% +$22.6K 0.11% 69
2026
Q1 		$814K Buy
6,771
+2,601
+62% +$300K 0.12% 68
2025
Q4 		$439K Sell
4,170
-36
-0.9% -$3.38K 0.06% 89
2025
Q3 		$353K Sell
4,206
-640
-13% -$52.7K 0.05% 98
2025
Q2 		$384K Buy
4,846
+337
+7% +$26.8K 0.06% 89
2025
Q1 		$405K Sell
4,509
-1,195
-21% -$112K 0.07% 78
2024
Q4 		$567K Buy
5,704
+149
+3% +$15.4K 0.1% 70
2024
Q3 		$631K Buy
5,555
+485
+10% +$57.6K 0.11% 62
2024
Q2 		$628K Sell
5,070
-642
-11% -$82.7K 0.12% 63
2024
Q1 		$754K Sell
5,712
-6
-0.1% -$740 0.15% 61
2023
Q4 		$623K Buy
5,718
+190
+3% +$19.7K 0.13% 58
2023
Q3 		$569K Sell
5,528
-148
-3% -$16K 0.13% 57
2023
Q2 		$655K Buy
5,676
+407
+8% +$46.2K 0.14% 51
2023
Q1 		$561K Sell
5,269
-31
-0.6% -$3.35K 0.15% 54
2022
Q4 		$588K Hold
5,300
– – 0.14% 48
2022
Q3 		$595 Sell
5,300
-432
-8% -$38.6K 0.16% 48
2022
Q2 		$522K Buy
5,732
+846
+17% +$75K 0.14% 53
2022
Q1 		$400K Buy
4,886
+59
+1% +$4.65K 0.09% 60
2021
Q4 		$369K Buy
4,827
+576
+14% +$45.9K 0.09% 58
2021
Q3 		$319K Sell
4,251
-365
-8% -$27.8K 0.09% 62
2021
Q2 		$359K Buy
4,616
+988
+27% +$73.5K 0.1% 55
2021
Q1 		$266K Sell
3,628
-61
-2% -$4.5K 0.14% 41
2020
Q4 		$287K Buy
+3,689
New +$282K 0.1% 51

Other funds holding MRK

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
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
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

Baron Silver Stevens Financial Advisors's MRK Position: Q2 2026 in Review

Baron Silver Stevens Financial Advisors increased its Merck (MRK) stake by 2.9% in Q2 2026, buying an estimated $22.6K and bringing the position to 6,964 shares worth $895K. The position accounts for 0.11% of the portfolio, ranked #69.

Baron Silver Stevens Financial Advisors first reported a position in MRK in Q4 2020 and has held it in 23 quarters since. 1,867 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Baron Silver Stevens Financial Advisors held 6,964 shares of Merck worth $895K as of Q2 2026.
  • Baron Silver Stevens Financial Advisors bought 193 Merck shares in Q2 2026, an estimated $22.6K.
  • Merck made up 0.11% of Baron Silver Stevens Financial Advisors's portfolio in Q2 2026, its #69 holding.
  • Baron Silver Stevens Financial Advisors first reported a position in Merck in Q4 2020 and has held it in 23 quarters since.
  • 1,867 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.