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BSW Wealth Partners’s Merck MRK Stock Holding History

BSW Wealth Partners’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 		$2.26M Sell
17,580
-414
-2% -$48.5K 0.25% 61
2026
Q1 		$2.16M Sell
17,994
-669
-4% -$77.2K 0.26% 57
2025
Q4 		$1.96M Buy
18,663
+944
+5% +$88.6K 0.24% 59
2025
Q3 		$1.49M Sell
17,719
-195
-1% -$16.1K 0.19% 68
2025
Q2 		$1.42M Sell
17,914
-912
-5% -$72.5K 0.19% 67
2025
Q1 		$1.69M Buy
18,826
+863
+5% +$80.6K 0.26% 56
2024
Q4 		$1.79M Sell
17,963
-138
-0.8% -$14.2K 0.26% 53
2024
Q3 		$2.06M Buy
18,101
+3,671
+25% +$436K 0.31% 47
2024
Q2 		$1.79M Sell
14,430
-201
-1% -$25.9K 0.29% 46
2024
Q1 		$1.93M Sell
14,631
-316
-2% -$39K 0.33% 45
2023
Q4 		$1.63M Buy
14,947
+281
+2% +$29.2K 0.32% 40
2023
Q3 		$1.51M Buy
14,666
+1,536
+12% +$166K 0.34% 42
2023
Q2 		$1.52M Sell
13,130
-401
-3% -$45.5K 0.32% 44
2023
Q1 		$1.44M Sell
13,531
-1,682
-11% -$182K 0.29% 50
2022
Q4 		$1.69M Buy
15,213
+192
+1% +$19.6K 0.36% 41
2022
Q3 		$1.29M Sell
15,021
-206
-1% -$18.4K 0.32% 38
2022
Q2 		$1.39M Buy
15,227
+580
+4% +$51.4K 0.33% 38
2022
Q1 		$1.2M Buy
14,647
+1,483
+11% +$117K 0.3% 47
2021
Q4 		$1.01M Sell
13,164
-191
-1% -$15.2K 0.25% 56
2021
Q3 		$1M Sell
13,355
-774
-5% -$58.9K 0.28% 52
2021
Q2 		$1.1M Buy
14,129
+1,858
+15% +$138K 0.3% 48
2021
Q1 		$903K Sell
12,271
-1,704
-12% -$126K 0.26% 46
2020
Q4 		$1.09M Buy
13,975
+2,546
+22% +$195K 0.34% 38
2020
Q3 		$905K Buy
11,429
+175
+2% +$13.7K 0.34% 33
2020
Q2 		$830K Buy
11,254
+2,770
+33% +$209K 0.28% 39
2020
Q1 		$623K Buy
8,484
+833
+11% +$65.5K 0.26% 44
2019
Q4 		$664K Buy
7,651
+1,029
+16% +$84.5K 0.23% 45
2019
Q3 		$532K Buy
6,622
+950
+17% +$76.1K 0.2% 47
2019
Q2 		$454K Buy
5,672
+1,593
+39% +$122K 0.17% 53
2019
Q1 		$324K Buy
4,079
+165
+4% +$12.3K 0.13% 64
2018
Q4 		$285K Sell
3,914
-5,692
-59% -$402K 0.11% 71
2018
Q3 		$650K Buy
9,606
+3,467
+56% +$221K 0.25% 38
2018
Q2 		$356K Buy
6,139
+573
+10% +$32.3K 0.15% 55
2018
Q1 		$289K Buy
5,566
+565
+11% +$30.5K 0.13% 62
2017
Q4 		$269K Sell
5,001
-72
-1% -$3.99K 0.11% 67
2017
Q3 		$310K Buy
5,073
+66
+1% +$4K 0.14% 59
2017
Q2 		$306K Buy
5,007
+340
+7% +$20.7K 0.14% 56
2017
Q1 		$283K Sell
4,667
-1,059
-18% -$64.2K 0.14% 56
2016
Q4 		$322K Buy
5,726
+5,403
+1,673% +$316K 0.17% 55
2016
Q3 		$4.94K Sell
323
-4,849
-94% -$284K 0.17% 49
2016
Q2 		$284K Buy
5,172
+2
+0% +$106 0.16% 56
2016
Q1 		$261K Sell
5,170
-247
-5% -$12.1K 0.15% 56
2015
Q4 		$273K Sell
5,417
-2,651
-33% -$134K 0.14% 49
2015
Q3 		$380K Buy
8,068
+2,020
+33% +$107K 0.23% 40
2015
Q2 		$329K Buy
+6,048
New +$339K 0.21% 41

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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

BSW Wealth Partners's MRK Position: Q2 2026 in Review

BSW Wealth Partners reduced its Merck (MRK) stake by 2.3% in Q2 2026, selling an estimated $48.5K and leaving 17,580 shares worth $2.26M. The position accounts for 0.25% of the portfolio, ranked #61.

BSW Wealth Partners first reported a position in MRK in Q2 2015 and has held it in 45 quarters since. 711 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • BSW Wealth Partners held 17,580 shares of Merck worth $2.26M as of Q2 2026.
  • BSW Wealth Partners sold 414 Merck shares in Q2 2026, an estimated $48.5K.
  • Merck made up 0.25% of BSW Wealth Partners's portfolio in Q2 2026, its #61 holding.
  • BSW Wealth Partners first reported a position in Merck in Q2 2015 and has held it in 45 quarters since.
  • 711 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.