BWM
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Baron Wealth Management’s Merck MRK Stock Holding History

Baron Wealth Management’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 		$504K Sell
3,920
-362
-8% -$42.4K 0.13% 110
2026
Q1 		$515K Buy
4,282
+442
+12% +$51K 0.15% 92
2025
Q4 		$404K Buy
3,840
+785
+26% +$73.7K 0.12% 129
2025
Q3 		$256K Buy
3,055
+519
+20% +$42.7K 0.08% 180
2025
Q2 		$201K Buy
+2,536
New +$202K 0.07% 225
2025
Q1 		– Sell
-2,314
Closed -$230K – 230
2024
Q4 		$230K Buy
2,314
+305
+15% +$31.4K 0.11% 157
2024
Q3 		$228K Sell
2,009
-525
-21% -$62.4K 0.11% 166
2024
Q2 		$314K Buy
2,534
+134
+6% +$17.3K 0.16% 103
2024
Q1 		$317K Sell
2,400
-305
-11% -$37.6K 0.17% 112
2023
Q4 		$295K Buy
2,705
+614
+29% +$63.7K 0.16% 109
2023
Q3 		$215K Hold
2,091
– – 0.14% 127
2023
Q2 		$241K Sell
2,091
-237
-10% -$26.9K 0.15% 116
2023
Q1 		$248K Sell
2,328
-142
-6% -$15.3K 0.18% 106
2022
Q4 		$274K Buy
+2,470
New +$252K 0.21% 90

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

Baron Wealth Management's MRK Position: Q2 2026 in Review

Baron Wealth Management reduced its Merck (MRK) stake by 8.5% in Q2 2026, selling an estimated $42.4K and leaving 3,920 shares worth $504K. The position accounts for 0.13% of the portfolio, ranked #110.

Baron Wealth Management first reported a position in MRK in Q4 2022 and has held it in 14 quarters since. The position peaked at $515K in Q1 2026. 1,299 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Baron Wealth Management held 3,920 shares of Merck worth $504K as of Q2 2026.
  • Baron Wealth Management sold 362 Merck shares in Q2 2026, an estimated $42.4K.
  • Merck made up 0.13% of Baron Wealth Management's portfolio in Q2 2026, its #110 holding.
  • Baron Wealth Management first reported a position in Merck in Q4 2022 and has held it in 14 quarters since.
  • Baron Wealth Management's Merck position peaked at $515K in Q1 2026.
  • 1,299 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Baron Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.