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Clark & Stuart Inc’s Merck MRK Stock Holding History

Clark & Stuart Inc’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 		$13.2M Sell
101,766
-1,319
-1% -$154K 8.26% 1
2026
Q1 		$12.5M Sell
103,085
-3,299
-3% -$381K 8.41% 1
2025
Q4 		$11.3M Sell
106,384
-1,764
-2% -$166K 7.77% 1
2025
Q3 		$9.16M Sell
108,148
-514
-0.5% -$42.3K 6.55% 2
2025
Q2 		$8.69M Buy
108,662
+1,107
+1% +$88K 6.54% 2
2025
Q1 		$9.74M Buy
107,555
+15,223
+16% +$1.42M 7.1% 1
2024
Q4 		$9.25M Buy
+92,332
New +$9.52M 6.77% 2

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

Clark & Stuart Inc's MRK Position: Q2 2026 in Review

Clark & Stuart Inc reduced its Merck (MRK) stake by 1.3% in Q2 2026, selling an estimated $154K and leaving 101,766 shares worth $13.2M. The position accounts for 8.26% of the portfolio, ranked #1.

Clark & Stuart Inc first reported a position in MRK in Q4 2024 and has held it in 7 quarters since. 1,038 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Clark & Stuart Inc held 101,766 shares of Merck worth $13.2M as of Q2 2026.
  • Clark & Stuart Inc sold 1,319 Merck shares in Q2 2026, an estimated $154K.
  • Merck made up 8.26% of Clark & Stuart Inc's portfolio in Q2 2026, its #1 holding.
  • Clark & Stuart Inc first reported a position in Merck in Q4 2024 and has held it in 7 quarters since.
  • 1,038 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Clark & Stuart Inc's 13F filing for Q2 2026, filed 14 Jul 2026.