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Beacon Financial Strategies’s Merck MRK Stock Holding History

Beacon Financial Strategies’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 		$488K Buy
3,796
+2
+0.1% +$234 0.24% 23
2026
Q1 		$456K Buy
3,794
+2
+0.1% +$231 0.26% 20
2025
Q4 		$399K Buy
3,792
+2
+0.1% +$188 0.22% 22
2025
Q3 		$318K Buy
3,790
+2
+0.1% +$165 0.19% 27
2025
Q2 		$300K Buy
3,788
+2
+0.1% +$159 0.19% 28
2025
Q1 		$340K Buy
3,786
+402
+12% +$37.5K 0.23% 26
2024
Q4 		$337K Buy
3,384
+2
+0.1% +$206 0.22% 25
2024
Q3 		$384K Buy
3,382
+1
+0% +$119 0.26% 24
2024
Q2 		$419K Buy
3,381
+1
+0% +$129 0.3% 20
2024
Q1 		$446K Buy
3,380
+2
+0.1% +$247 0.32% 18
2023
Q4 		$368K Buy
3,378
+1
+0% +$104 0.29% 22
2023
Q3 		$348K Sell
3,377
-131
-4% -$14.1K 0.3% 20
2023
Q2 		$405K Buy
3,508
+1
+0% +$114 0.33% 23
2023
Q1 		$373K Buy
3,507
+2
+0.1% +$216 0.32% 23
2022
Q4 		$389K Sell
3,505
-66
-2% -$6.75K 0.35% 20
2022
Q3 		$308K Buy
3,571
+2
+0.1% +$179 0.29% 27
2022
Q2 		$325K Buy
3,569
+2
+0.1% +$177 0.3% 29
2022
Q1 		$293K Sell
3,567
-221
-6% -$17.4K 0.25% 29
2021
Q4 		$290K Buy
3,788
+230
+6% +$18.3K 0.25% 28
2021
Q3 		$267K Sell
3,558
-270
-7% -$20.5K 0.24% 28
2021
Q2 		$298K Buy
+3,828
New +$285K 0.25% 26

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

Beacon Financial Strategies's MRK Position: Q2 2026 in Review

Beacon Financial Strategies increased its Merck (MRK) stake by 0.05% in Q2 2026, buying an estimated $234 and bringing the position to 3,796 shares worth $488K. The position accounts for 0.24% of the portfolio, ranked #23.

Beacon Financial Strategies first reported a position in MRK in Q2 2021 and has held it in 21 quarters since. 1,867 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Beacon Financial Strategies held 3,796 shares of Merck worth $488K as of Q2 2026.
  • Beacon Financial Strategies bought 2 Merck shares in Q2 2026, an estimated $234.
  • Merck made up 0.24% of Beacon Financial Strategies's portfolio in Q2 2026, its #23 holding.
  • Beacon Financial Strategies first reported a position in Merck in Q2 2021 and has held it in 21 quarters since.
  • 1,867 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Beacon Financial Strategies's 13F filing for Q2 2026, filed 8 Jul 2026.