C1AG
MRK icon

Client 1st Advisory Group’s Merck MRK Stock Holding History

Client 1st Advisory Group’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 		$281K Sell
2,189
-407
-16% -$47.6K 0.07% 117
2026
Q1 		$312K Sell
2,596
-250
-9% -$28.9K 0.09% 99
2025
Q4 		$300K Buy
+2,846
New +$267K 0.09% 109

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
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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Client 1st Advisory Group's MRK Position: Q2 2026 in Review

Client 1st Advisory Group reduced its Merck (MRK) stake by 16% in Q2 2026, selling an estimated $47.6K and leaving 2,189 shares worth $281K. The position accounts for 0.07% of the portfolio, ranked #117.

Client 1st Advisory Group first reported a position in MRK in Q4 2025 and has held it in 3 quarters since. The position peaked at $312K in Q1 2026. 1,752 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Client 1st Advisory Group held 2,189 shares of Merck worth $281K as of Q2 2026.
  • Client 1st Advisory Group sold 407 Merck shares in Q2 2026, an estimated $47.6K.
  • Merck made up 0.07% of Client 1st Advisory Group's portfolio in Q2 2026, its #117 holding.
  • Client 1st Advisory Group first reported a position in Merck in Q4 2025 and has held it in 3 quarters since.
  • Client 1st Advisory Group's Merck position peaked at $312K in Q1 2026.
  • 1,752 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Client 1st Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.