Bright Futures Wealth Management’s Merck MRK Stock Holding History

Bright Futures 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	$799K	Sell	6,220 -6,361	-51%	-$745K	0.52%	69
2026 Q1	$1.51M	Buy	12,581 +751	+6%	+$86.7K	1.04%	25
2025 Q4	$1.25M	Buy	11,830 +6,202	+110%	+$582K	0.92%	36
2025 Q3	$472K	Buy	+5,628	New	+$464K	0.37%	78
2025 Q1	$404K	Sell	5,188 -464	-8%	-$43.3K	0.44%	69
2024 Q4	$555K	Sell	5,652 -5,721	-50%	-$590K	0.49%	58
2024 Q3	$1.19M	Sell	11,373 -757	-6%	-$89.9K	0.58%	49
2024 Q2	$1.4M	Sell	12,130 -42	-0.3%	-$5.41K	0.76%	35
2024 Q1	$1.58M	Buy	+12,172	New	+$1.5M	0.85%	32

Other funds holding MRK

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

Bright Futures Wealth Management's MRK Position: Q2 2026 in Review

Bright Futures Wealth Management reduced its Merck (MRK) stake by 51% in Q2 2026, selling an estimated $745K and leaving 6,220 shares worth $799K. The position accounts for 0.52% of the portfolio, ranked #69.

Bright Futures Wealth Management first reported a position in MRK in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.58M in Q1 2024. 1,299 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Bright Futures Wealth Management held 6,220 shares of Merck worth $799K as of Q2 2026.
Bright Futures Wealth Management sold 6,361 Merck shares in Q2 2026, an estimated $745K.
Merck made up 0.52% of Bright Futures Wealth Management's portfolio in Q2 2026, its #69 holding.
Bright Futures Wealth Management first reported a position in Merck in Q1 2024 and has held it in 9 quarters since.
Bright Futures Wealth Management's Merck position peaked at $1.58M in Q1 2024.
1,299 funds tracked by Wall St. Rank held Merck as of Q2 2026.

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