Brendel Financial Advisors’s Merck MRK Stock Holding History

Brendel 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	$3.04M	Hold	23,668	–	–	1.41%	35
2026 Q1	$2.85M	Hold	23,668	–	–	1.41%	36
2025 Q4	$2.49M	Hold	23,668	–	–	1.23%	42
2025 Q3	$1.99M	Hold	23,668	–	–	1.02%	44
2025 Q2	$1.87M	Hold	23,668	–	–	1.05%	44
2025 Q1	$2.12M	Hold	23,668	–	–	1.29%	36
2024 Q4	$2.35M	Sell	23,668 -988	-4%	-$102K	1.42%	32
2024 Q3	$2.8M	Sell	24,656 -3	-0%	-$356	1.59%	28
2024 Q2	$3.05M	Buy	24,659 +207	+0.8%	+$26.7K	1.94%	23
2024 Q1	$3.23M	Buy	24,452 +47	+0.2%	+$5.79K	3.69%	8
2023 Q4	$2.66M	Hold	24,405	–	–	1.74%	24
2023 Q3	$2.51M	Hold	24,405	–	–	3.73%	12
2023 Q2	$2.82M	Sell	24,405 -196	-0.8%	-$22.3K	4.24%	10
2023 Q1	$2.62M	Hold	24,601	–	–	1.94%	20
2022 Q4	$2.73M	Sell	24,601 -34	-0.1%	-$3.48K	5.47%	3
2022 Q3	$2.12M	Buy	24,635 +1,035	+4%	+$92.4K	5.04%	5
2022 Q2	$2.15M	Hold	23,600	–	–	1.87%	15
2022 Q1	$1.94M	Hold	23,600	–	–	1.05%	39
2021 Q4	$1.81M	Hold	23,600	–	–	0.94%	39
2021 Q3	$1.77M	Hold	23,600	–	–	2.11%	19
2021 Q2	$1.83M	Sell	23,600 -1,133	-5%	-$84.3K	1.01%	35
2021 Q1	$1.82M	Hold	24,733	–	–	1.22%	32
2020 Q4	$1.93M	Hold	24,733	–	–	1.31%	30
2020 Q3	$1.96M	Hold	24,733	–	–	1.57%	28
2020 Q2	$1.82M	Hold	24,733	–	–	1.57%	29
2020 Q1	$1.82M	Hold	24,733	–	–	2.14%	22
2019 Q4	$2.15M	Hold	24,733	–	–	1.82%	21
2019 Q3	$1.99M	Hold	24,733	–	–	1.79%	24
2019 Q2	$1.98M	Hold	24,733	–	–	1.92%	24
2019 Q1	$1.96M	Sell	24,733 -906	-4%	-$67.8K	1.76%	25
2018 Q4	$1.87M	Buy	+25,639	New	+$1.81M	2.15%	13

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Brendel Financial Advisors's MRK Position: Q2 2026 in Review

Brendel Financial Advisors held its Merck (MRK) position steady in Q2 2026 at 23,668 shares worth $3.04M. The position accounts for 1.41% of the portfolio, ranked #35.

Brendel Financial Advisors first reported a position in MRK in Q4 2018 and has held it in 31 quarters since. The position peaked at $3.23M in Q1 2024. 1,867 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Brendel Financial Advisors held 23,668 shares of Merck worth $3.04M as of Q2 2026.
Brendel Financial Advisors left its Merck share count unchanged in Q2 2026.
Merck made up 1.41% of Brendel Financial Advisors's portfolio in Q2 2026, its #35 holding.
Brendel Financial Advisors first reported a position in Merck in Q4 2018 and has held it in 31 quarters since.
Brendel Financial Advisors's Merck position peaked at $3.23M in Q1 2024.
1,867 funds tracked by Wall St. Rank held Merck as of Q2 2026.

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