Delta Wealth Advisors’s Merck MRK Stock Holding History

Delta 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	$279K	Hold	2,169	–	–	0.2%	43
2026 Q1	$261K	Hold	2,169	–	–	0.2%	42
2025 Q4	$228K	Buy	+2,169	New	+$204K	0.19%	46
2025 Q1	–	Sell	-3,039	Closed	-$302K	–	41
2024 Q4	$302K	Buy	3,039 +82	+3%	+$8.45K	0.28%	35
2024 Q3	$336K	Hold	2,957	–	–	0.32%	29
2024 Q2	$366K	Hold	2,957	–	–	0.36%	31
2024 Q1	$390K	Buy	+2,957	New	+$364K	0.4%	35

Other funds holding MRK

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

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

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

Delta Wealth Advisors held its Merck (MRK) position steady in Q2 2026 at 2,169 shares worth $279K. The position accounts for 0.2% of the portfolio, ranked #43.

Delta Wealth Advisors first reported a position in MRK in Q1 2024 and has held it in 7 quarters since. The position peaked at $390K in Q1 2024. 1,410 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Delta Wealth Advisors held 2,169 shares of Merck worth $279K as of Q2 2026.
Delta Wealth Advisors left its Merck share count unchanged in Q2 2026.
Merck made up 0.2% of Delta Wealth Advisors's portfolio in Q2 2026, its #43 holding.
Delta Wealth Advisors first reported a position in Merck in Q1 2024 and has held it in 7 quarters since.
Delta Wealth Advisors's Merck position peaked at $390K in Q1 2024.
1,410 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Delta Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.