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Capital Advisors Wealth Management’s Merck MRK Stock Holding History

Capital Advisors 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 		$594K Buy
4,622
+250
+6% +$29.3K 0.07% 133
2026
Q1 		$526K Buy
4,372
+456
+12% +$52.6K 0.07% 125
2025
Q4 		$412K Buy
3,916
+180
+5% +$16.9K 0.06% 140
2025
Q3 		$314K Sell
3,736
-108
-3% -$8.89K 0.04% 164
2025
Q2 		$304K Buy
3,844
+338
+10% +$26.9K 0.05% 152
2025
Q1 		$315K Buy
3,506
+165
+5% +$15.4K 0.06% 136
2024
Q4 		$332K Sell
3,341
-153
-4% -$15.8K 0.06% 126
2024
Q3 		$397K Sell
3,494
-54
-2% -$6.42K 0.07% 110
2024
Q2 		$439K Buy
3,548
+39
+1% +$5.02K 0.09% 94
2024
Q1 		$463K Buy
3,509
+15
+0.4% +$1.85K 0.1% 89
2023
Q4 		$381K Buy
3,494
+1
+0% +$104 0.09% 93
2023
Q3 		$360K Sell
3,493
-226
-6% -$24.4K 0.09% 92
2023
Q2 		$429K Buy
3,719
+63
+2% +$7.15K 0.11% 86
2023
Q1 		$389K Buy
3,656
+173
+5% +$18.7K 0.11% 87
2022
Q4 		$386K Buy
3,483
+640
+23% +$65.4K 0.12% 82
2022
Q3 		$245K Buy
2,843
+522
+22% +$46.6K 0.08% 101
2022
Q2 		$212K Buy
+2,321
New +$206K 0.07% 107

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

Capital Advisors Wealth Management's MRK Position: Q2 2026 in Review

Capital Advisors Wealth Management increased its Merck (MRK) stake by 5.7% in Q2 2026, buying an estimated $29.3K and bringing the position to 4,622 shares worth $594K. The position accounts for 0.07% of the portfolio, ranked #133.

Capital Advisors Wealth Management first reported a position in MRK in Q2 2022 and has held it in 17 quarters since. 1,867 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Capital Advisors Wealth Management held 4,622 shares of Merck worth $594K as of Q2 2026.
  • Capital Advisors Wealth Management bought 250 Merck shares in Q2 2026, an estimated $29.3K.
  • Merck made up 0.07% of Capital Advisors Wealth Management's portfolio in Q2 2026, its #133 holding.
  • Capital Advisors Wealth Management first reported a position in Merck in Q2 2022 and has held it in 17 quarters since.
  • 1,867 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.