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Concord Wealth Partners’s Merck MRK Stock Holding History

Concord Wealth Partners’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 		$227K Buy
+1,770
New +$207K 0.03% 210
2026
Q1 		– Sell
-1,360
Closed -$143K – 571
2025
Q4 		$143K Sell
1,360
-82
-6% -$7.7K 0.02% 219
2025
Q3 		$121K Sell
1,442
-614
-30% -$50.6K 0.02% 237
2025
Q2 		$163K Buy
2,056
+527
+34% +$41.9K 0.02% 219
2025
Q1 		$137K Sell
1,529
-21,280
-93% -$1.99M 0.02% 216
2024
Q4 		$2.27M Sell
22,809
-21,488
-49% -$2.22M 0.37% 66
2024
Q3 		$5.03M Buy
44,297
+9,991
+29% +$1.19M 0.84% 28
2024
Q2 		$4.25M Buy
34,306
+2,424
+8% +$312K 0.75% 34
2024
Q1 		$4.21M Buy
31,882
+3,292
+12% +$406K 0.76% 33
2023
Q4 		$3.12M Buy
28,590
+4,432
+18% +$460K 0.62% 39
2023
Q3 		$2.49M Buy
24,158
+3,051
+14% +$329K 0.53% 36
2023
Q2 		$2.44M Buy
21,107
+8,068
+62% +$916K 0.52% 38
2023
Q1 		$1.39M Buy
13,039
+5,013
+62% +$541K 0.39% 38
2022
Q4 		$890K Sell
8,026
-2,684
-25% -$274K 0.27% 51
2022
Q3 		$922K Sell
10,710
-192
-2% -$17.1K 0.29% 51
2022
Q2 		$994K Buy
10,902
+902
+9% +$80K 0.27% 50
2022
Q1 		$820K Buy
10,000
+841
+9% +$66.3K 0.21% 65
2021
Q4 		$702K Buy
9,159
+5,682
+163% +$453K 0.17% 75
2021
Q3 		$261K Sell
3,477
-3,279
-49% -$249K 0.11% 72
2021
Q2 		$525K Buy
6,756
+935
+16% +$69.5K 0.15% 64
2021
Q1 		$428K Buy
5,821
+3,892
+202% +$287K 0.14% 72
2020
Q4 		$151K Buy
+1,929
New +$148K 0.12% 92

Other funds holding MRK

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
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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Concord Wealth Partners's MRK Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Merck (MRK) in Q2 2026: 1,770 shares worth $227K. The stake represents 0.03% of the portfolio and ranks #210 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in MRK as recently as Q4 2025.

Concord Wealth Partners first reported a position in MRK in Q4 2020 and has held it in 22 quarters since. The position peaked at $5.03M in Q3 2024. 1,532 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Concord Wealth Partners held 1,770 shares of Merck worth $227K as of Q2 2026.
  • Merck was a new Concord Wealth Partners position in Q2 2026.
  • Merck made up 0.03% of Concord Wealth Partners's portfolio in Q2 2026, its #210 holding.
  • Concord Wealth Partners first reported a position in Merck in Q4 2020 and has held it in 22 quarters since.
  • Concord Wealth Partners's Merck position peaked at $5.03M in Q3 2024.
  • 1,532 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.