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Colton Groome Financial Advisors’s Merck MRK Stock Holding History

Colton Groome Financial Advisors’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 		$2.46M Buy
19,130
+4,805
+34% +$562K 0.59% 35
2026
Q1 		$1.72M Buy
14,325
+233
+2% +$26.9K 0.49% 40
2025
Q4 		$1.48M Buy
14,092
+538
+4% +$50.5K 0.43% 46
2025
Q3 		$1.14M Buy
13,554
+1,400
+12% +$115K 0.35% 52
2025
Q2 		$962K Buy
12,154
+2,720
+29% +$216K 0.33% 54
2025
Q1 		$804K Sell
9,434
-5,303
-36% -$495K 0.31% 55
2024
Q4 		$1.47M Sell
14,737
-894
-6% -$92.2K 0.56% 38
2024
Q3 		$1.78M Sell
15,631
-80
-0.5% -$9.5K 0.66% 34
2024
Q2 		$1.95M Sell
15,711
-3,585
-19% -$462K 0.77% 32
2024
Q1 		$2.55M Sell
19,296
-303
-2% -$37.3K 1.02% 24
2023
Q4 		$2.14M Buy
19,599
+4,989
+34% +$518K 0.93% 29
2023
Q3 		$1.5M Buy
14,610
+2,320
+19% +$250K 0.75% 33
2023
Q2 		$1.42M Buy
12,290
+3,850
+46% +$437K 0.66% 38
2023
Q1 		$898K Buy
8,440
+3,183
+61% +$344K 0.43% 49
2022
Q4 		$583K Buy
5,257
+2,570
+96% +$263K 0.29% 61
2022
Q3 		$231K Buy
+2,687
New +$240K 0.12% 102
2022
Q1 		– Sell
-11,027
Closed -$845K – 125
2021
Q4 		$845K Buy
11,027
+17
+0.2% +$1.35K 0.34% 59
2021
Q3 		$827K Buy
11,010
+50
+0.5% +$3.8K 0.36% 47
2021
Q2 		$852K Buy
+10,960
New +$815K 0.39% 43

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

Colton Groome Financial Advisors's MRK Position: Q2 2026 in Review

Colton Groome Financial Advisors increased its Merck (MRK) stake by 34% in Q2 2026, buying an estimated $562K and bringing the position to 19,130 shares worth $2.46M. The position accounts for 0.59% of the portfolio, ranked #35.

Colton Groome Financial Advisors first reported a position in MRK in Q2 2021 and has held it in 19 quarters since. The position peaked at $2.55M in Q1 2024. 1,867 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Colton Groome Financial Advisors held 19,130 shares of Merck worth $2.46M as of Q2 2026.
  • Colton Groome Financial Advisors bought 4,805 Merck shares in Q2 2026, an estimated $562K.
  • Merck made up 0.59% of Colton Groome Financial Advisors's portfolio in Q2 2026, its #35 holding.
  • Colton Groome Financial Advisors first reported a position in Merck in Q2 2021 and has held it in 19 quarters since.
  • Colton Groome Financial Advisors's Merck position peaked at $2.55M in Q1 2024.
  • 1,867 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.