Core Wealth Partners’s Merck MRK Stock Holding History

Core 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	$828K	Buy	6,447 +2	+0%	+$234	0.35%	70
2026 Q1	$775K	Sell	6,445 -13	-0.2%	-$1.5K	0.36%	70
2025 Q4	$680K	Sell	6,458 -567	-8%	-$53.2K	0.31%	72
2025 Q3	$590K	Sell	7,025 -4	-0.1%	-$329	0.27%	77
2025 Q2	$556K	Sell	7,029 -114	-2%	-$9.06K	0.28%	75
2025 Q1	$641K	Sell	7,143 -1,325	-16%	-$124K	0.37%	68
2024 Q4	$842K	Sell	8,468 -1,559	-16%	-$161K	0.48%	52
2024 Q3	$1.14M	Sell	10,027 -1,122	-10%	-$133K	0.69%	37
2024 Q2	$1.38M	Buy	11,149 +2,599	+30%	+$335K	0.94%	22
2024 Q1	$1.13M	Buy	8,550 +226	+3%	+$27.9K	0.85%	24
2023 Q4	$907K	Buy	8,324 +204	+3%	+$21.2K	0.74%	29
2023 Q3	$836K	Buy	8,120 +3	+0%	+$323	0.76%	28
2023 Q2	$937K	Buy	8,117 +166	+2%	+$18.8K	0.87%	27
2023 Q1	$846K	Sell	7,951 -153	-2%	-$16.5K	0.85%	28
2022 Q4	$749K	Buy	+8,104	New	+$828K	0.84%	33

Other funds holding MRK

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

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

Core Wealth Partners increased its Merck (MRK) stake by 0.03% in Q2 2026, buying an estimated $234 and bringing the position to 6,447 shares worth $828K. The position accounts for 0.35% of the portfolio, ranked #70.

Core Wealth Partners first reported a position in MRK in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.38M in Q2 2024. 1,299 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Core Wealth Partners held 6,447 shares of Merck worth $828K as of Q2 2026.
Core Wealth Partners bought 2 Merck shares in Q2 2026, an estimated $234.
Merck made up 0.35% of Core Wealth Partners's portfolio in Q2 2026, its #70 holding.
Core Wealth Partners first reported a position in Merck in Q4 2022 and has held it in 15 quarters since.
Core Wealth Partners's Merck position peaked at $1.38M in Q2 2024.
1,299 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Core Wealth Partners's 13F filing for Q2 2026, filed 17 Jul 2026.