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Calamos Wealth Management’s Merck MRK Stock Holding History

Calamos 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 		$2.67M Sell
20,811
-1
-0% -$117 0.08% 133
2026
Q1 		$2.5M Buy
20,812
+1,522
+8% +$176K 0.09% 124
2025
Q4 		$2.03M Buy
19,290
+3,529
+22% +$331K 0.07% 128
2025
Q3 		$1.32M Buy
15,761
+1,351
+9% +$111K 0.05% 162
2025
Q2 		$1.14M Sell
14,410
-3,630
-20% -$289K 0.05% 160
2025
Q1 		$1.62M Sell
18,040
-1,984
-10% -$185K 0.08% 114
2024
Q4 		$1.99M Sell
20,024
-119,488
-86% -$12.3M 0.1% 100
2024
Q3 		$15.8M Buy
139,512
+17,991
+15% +$2.14M 0.81% 24
2024
Q2 		$15M Sell
121,521
-15,493
-11% -$2M 0.8% 25
2024
Q1 		$18.1M Buy
137,014
+2,922
+2% +$360K 1.01% 20
2023
Q4 		$14.6M Sell
134,092
-1,139
-0.8% -$118K 0.92% 23
2023
Q3 		$13.9M Buy
135,231
+115,843
+597% +$12.5M 1.06% 19
2023
Q2 		$2.24M Buy
19,388
+286
+1% +$32.5K 0.16% 94
2023
Q1 		$2.03M Sell
19,102
-605
-3% -$65.3K 0.16% 99
2022
Q4 		$2.19M Sell
19,707
-119
-0.6% -$12.2K 0.17% 96
2022
Q3 		$1.71M Buy
19,826
+7,306
+58% +$652K 0.15% 103
2022
Q2 		$1.14M Buy
12,520
+86
+0.7% +$7.62K 0.1% 133
2022
Q1 		$1.02M Sell
12,434
-3,969
-24% -$313K 0.08% 154
2021
Q4 		$1.26M Buy
16,403
+307
+2% +$24.5K 0.09% 143
2021
Q3 		$1.21M Sell
16,096
-439
-3% -$33.4K 0.1% 137
2021
Q2 		$1.29M Sell
16,535
-740
-4% -$55K 0.1% 140
2021
Q1 		$1.27M Sell
17,275
-1,364
-7% -$101K 0.1% 139
2020
Q4 		$1.46M Buy
18,639
+2,124
+13% +$162K 0.13% 110
2020
Q3 		$1.31M Sell
16,515
-42,983
-72% -$3.37M 0.15% 94
2020
Q2 		$4.39M Sell
59,498
-4,482
-7% -$337K 0.55% 48
2020
Q1 		$4.7M Buy
63,980
+2,039
+3% +$160K 0.72% 40
2019
Q4 		$5.38M Buy
61,941
+975
+2% +$80.1K 0.63% 48
2019
Q3 		$4.9M Buy
60,966
+1,280
+2% +$103K 0.65% 43
2019
Q2 		$4.78M Sell
59,686
-652
-1% -$49.9K 0.64% 43
2019
Q1 		$4.79M Buy
60,338
+41,921
+228% +$3.14M 0.68% 41
2018
Q4 		$1.34M Buy
18,417
+5,956
+48% +$420K 0.2% 91
2018
Q3 		$843K Sell
12,461
-353
-3% -$22.5K 0.11% 124
2018
Q2 		$742K Sell
12,814
-277
-2% -$15.6K 0.09% 125
2018
Q1 		$681K Sell
13,091
-88,519
-87% -$4.78M 0.09% 136
2017
Q4 		$5.46M Sell
101,610
-12,245
-11% -$679K 0.71% 49
2017
Q3 		$6.96M Buy
113,855
+797
+0.7% +$48.3K 0.96% 27
2017
Q2 		$6.91M Buy
113,058
+1,555
+1% +$94.7K 0.98% 25
2017
Q1 		$6.76M Buy
111,503
+2,498
+2% +$152K 1.01% 23
2016
Q4 		$6.12M Buy
109,005
+317
+0.3% +$18.6K 0.99% 24
2016
Q3 		$6.47M Buy
108,688
+3,809
+4% +$223K 1.11% 18
2016
Q2 		$5.76M Buy
104,879
+5,151
+5% +$274K 1.02% 23
2016
Q1 		$5.04M Buy
99,728
+8,559
+9% +$419K 0.97% 24
2015
Q4 		$4.59M Buy
91,169
+1,961
+2% +$98.9K 0.92% 27
2015
Q3 		$4.2M Buy
89,208
+2,587
+3% +$137K 1.01% 23
2015
Q2 		$4.71M Buy
86,621
+22,788
+36% +$1.28M 1.11% 20
2015
Q1 		$3.5M Buy
63,833
+5,480
+9% +$310K 0.87% 27
2014
Q4 		$3.16M Sell
58,353
-544
-0.9% -$30.3K 0.91% 26
2014
Q3 		$3.33M Buy
58,897
+1,499
+3% +$84.2K 0.96% 22
2014
Q2 		$3.17M Sell
57,398
-2,080
-3% -$113K 0.9% 25
2014
Q1 		$3.22M Buy
59,478
+181
+0.3% +$9.37K 0.95% 25
2013
Q4 		$2.83M Buy
59,297
+1,820
+3% +$83.2K 0.87% 31
2013
Q3 		$2.61M Buy
57,477
+3,491
+6% +$159K 0.85% 35
2013
Q2 		$2.39M Buy
+53,986
New +$2.41M 0.85% 35

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

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

Calamos Wealth Management reduced its Merck (MRK) stake by 0% in Q2 2026, selling an estimated $117 and leaving 20,811 shares worth $2.67M. The position accounts for 0.08% of the portfolio, ranked #133.

Calamos Wealth Management first reported a position in MRK in Q2 2013 and has held it in 53 quarters since. The position peaked at $18.1M in Q1 2024. 1,867 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Calamos Wealth Management held 20,811 shares of Merck worth $2.67M as of Q2 2026.
  • Calamos Wealth Management sold 1 Merck share in Q2 2026, an estimated $117.
  • Merck made up 0.08% of Calamos Wealth Management's portfolio in Q2 2026, its #133 holding.
  • Calamos Wealth Management first reported a position in Merck in Q2 2013 and has held it in 53 quarters since.
  • Calamos Wealth Management's Merck position peaked at $18.1M in Q1 2024.
  • 1,867 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Calamos Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.