Canopy Partners’s Merck MRK Stock Holding History

Canopy 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	$1.74M	Sell	13,530 -106	-0.8%	-$12.4K	0.52%	40
2026 Q1	$1.64M	Sell	13,636 -54	-0.4%	-$6.23K	0.56%	34
2025 Q4	$1.44M	Buy	13,690 +709	+5%	+$66.6K	0.47%	45
2025 Q3	$1.09M	Buy	12,981 +487	+4%	+$40.1K	0.36%	59
2025 Q2	$989K	Buy	12,494 +632	+5%	+$50.2K	0.36%	61
2025 Q1	$1.06M	Buy	11,862 +404	+4%	+$37.7K	0.41%	55
2024 Q4	$1.14M	Buy	11,458 +1,455	+15%	+$150K	0.44%	47
2024 Q3	$1.14M	Sell	10,003 -533	-5%	-$63.3K	0.49%	38
2024 Q2	$1.3M	Buy	10,536 +499	+5%	+$64.3K	0.61%	31
2024 Q1	$1.32M	Buy	10,037 +905	+10%	+$112K	0.65%	31
2023 Q4	$1M	Buy	+9,132	New	+$948K	0.61%	36

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

Canopy Partners's MRK Position: Q2 2026 in Review

Canopy Partners reduced its Merck (MRK) stake by 0.78% in Q2 2026, selling an estimated $12.4K and leaving 13,530 shares worth $1.74M. The position accounts for 0.52% of the portfolio, ranked #40.

Canopy Partners first reported a position in MRK in Q4 2023 and has held it in 11 quarters since. 1,218 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Canopy Partners held 13,530 shares of Merck worth $1.74M as of Q2 2026.
Canopy Partners sold 106 Merck shares in Q2 2026, an estimated $12.4K.
Merck made up 0.52% of Canopy Partners's portfolio in Q2 2026, its #40 holding.
Canopy Partners first reported a position in Merck in Q4 2023 and has held it in 11 quarters since.
1,218 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Canopy Partners's 13F filing for Q2 2026, filed 22 Jul 2026.