Crux Wealth Advisors’s Merck MRK Stock Holding History

Crux Wealth 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	$505K	Sell	3,927 -129	-3%	-$15.1K	0.17%	120
2026 Q1	$488K	Buy	4,056 +17	+0.4%	+$1.96K	0.19%	116
2025 Q4	$425K	Sell	4,039 -574	-12%	-$53.9K	0.16%	120
2025 Q3	$387K	Buy	4,613 +149	+3%	+$12.3K	0.15%	126
2025 Q2	$353K	Sell	4,464 -5,688	-56%	-$452K	0.15%	127
2025 Q1	$911K	Sell	10,152 -3,114	-23%	-$291K	0.47%	71
2024 Q4	$1.32M	Buy	+13,266	New	+$1.37M	0.73%	40

Other funds holding MRK

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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 Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

Crux Wealth Advisors's MRK Position: Q2 2026 in Review

Crux Wealth Advisors reduced its Merck (MRK) stake by 3.2% in Q2 2026, selling an estimated $15.1K and leaving 3,927 shares worth $505K. The position accounts for 0.17% of the portfolio, ranked #120.

Crux Wealth Advisors first reported a position in MRK in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.32M in Q4 2024. 1,867 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Crux Wealth Advisors held 3,927 shares of Merck worth $505K as of Q2 2026.
Crux Wealth Advisors sold 129 Merck shares in Q2 2026, an estimated $15.1K.
Merck made up 0.17% of Crux Wealth Advisors's portfolio in Q2 2026, its #120 holding.
Crux Wealth Advisors first reported a position in Merck in Q4 2024 and has held it in 7 quarters since.
Crux Wealth Advisors's Merck position peaked at $1.32M in Q4 2024.
1,867 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Crux Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.