CFO
MRK icon

Collective Family Office’s Merck MRK Stock Holding History

Collective Family Office’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 		$356K Sell
2,774
-233
-8% -$27.3K 0.07% 136
2026
Q1 		$362K Sell
3,007
-139
-4% -$16K 0.08% 124
2025
Q4 		$331K Sell
3,146
-145
-4% -$13.6K 0.08% 128
2025
Q3 		$276K Sell
3,291
-327
-9% -$26.9K 0.07% 141
2025
Q2 		$286K Sell
3,618
-47
-1% -$3.74K 0.07% 137
2025
Q1 		$329K Sell
3,665
-309
-8% -$28.9K 0.09% 124
2024
Q4 		$395K Sell
3,974
-750
-16% -$77.3K 0.11% 118
2024
Q3 		$536K Sell
4,724
-283
-6% -$33.6K 0.15% 105
2024
Q2 		$620K Buy
5,007
+25
+0.5% +$3.22K 0.18% 100
2024
Q1 		$657K Sell
4,982
-487
-9% -$60K 0.21% 94
2023
Q4 		$596K Sell
5,469
-370
-6% -$38.4K 0.21% 92
2023
Q3 		$601K Sell
5,839
-561
-9% -$60.5K 0.23% 84
2023
Q2 		$738K Sell
6,400
-299
-4% -$33.9K 0.29% 75
2023
Q1 		$713K Buy
6,699
+60
+0.9% +$6.48K 0.29% 78
2022
Q4 		$737K Buy
6,639
+253
+4% +$25.9K 0.33% 68
2022
Q3 		$550K Sell
6,386
-237
-4% -$21.2K 0.27% 90
2022
Q2 		$604K Sell
6,623
-67
-1% -$5.94K 0.26% 97
2022
Q1 		$549K Buy
6,690
+213
+3% +$16.8K 0.21% 112
2021
Q4 		$496K Sell
6,477
-52
-0.8% -$4.14K 0.2% 116
2021
Q3 		$490K Sell
6,529
-276
-4% -$21K 0.21% 103
2021
Q2 		$529K Sell
6,805
-327
-5% -$24.3K 0.23% 104
2021
Q1 		$525K Buy
+7,132
New +$526K 0.26% 98

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

Collective Family Office's MRK Position: Q2 2026 in Review

Collective Family Office reduced its Merck (MRK) stake by 7.7% in Q2 2026, selling an estimated $27.3K and leaving 2,774 shares worth $356K. The position accounts for 0.07% of the portfolio, ranked #136.

Collective Family Office first reported a position in MRK in Q1 2021 and has held it in 22 quarters since. The position peaked at $738K in Q2 2023. 1,752 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Collective Family Office held 2,774 shares of Merck worth $356K as of Q2 2026.
  • Collective Family Office sold 233 Merck shares in Q2 2026, an estimated $27.3K.
  • Merck made up 0.07% of Collective Family Office's portfolio in Q2 2026, its #136 holding.
  • Collective Family Office first reported a position in Merck in Q1 2021 and has held it in 22 quarters since.
  • Collective Family Office's Merck position peaked at $738K in Q2 2023.
  • 1,752 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Collective Family Office's 13F filing for Q2 2026, filed 2 Jul 2026.