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Clune & Associates’s Merck MRK Stock Holding History

Clune & Associates’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 		$257K Sell
2,001
-149
-7% -$17.4K 0.04% 153
2026
Q1 		$259K Buy
2,150
+8
+0.4% +$924 0.05% 150
2025
Q4 		$225K Buy
+2,142
New +$201K 0.05% 151
2025
Q2 		– Sell
-2,230
Closed -$200K – 157
2025
Q1 		$200K Sell
2,230
-30
-1% -$2.8K 0.06% 140
2024
Q4 		$225K Buy
+2,260
New +$233K 0.07% 128

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
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
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Clune & Associates's MRK Position: Q2 2026 in Review

Clune & Associates reduced its Merck (MRK) stake by 6.9% in Q2 2026, selling an estimated $17.4K and leaving 2,001 shares worth $257K. The position accounts for 0.04% of the portfolio, ranked #153.

Clune & Associates first reported a position in MRK in Q4 2024 and has held it in 5 quarters since. The position peaked at $259K in Q1 2026. 924 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Clune & Associates held 2,001 shares of Merck worth $257K as of Q2 2026.
  • Clune & Associates sold 149 Merck shares in Q2 2026, an estimated $17.4K.
  • Merck made up 0.04% of Clune & Associates's portfolio in Q2 2026, its #153 holding.
  • Clune & Associates first reported a position in Merck in Q4 2024 and has held it in 5 quarters since.
  • Clune & Associates's Merck position peaked at $259K in Q1 2026.
  • 924 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Clune & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.