DHJJ Financial Advisors’s Merck MRK Stock Holding History

DHJJ 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	$581K	Sell	4,522 -10	-0.2%	-$1.17K	0.17%	102
2026 Q1	$545K	Hold	4,532	–	–	0.18%	93
2025 Q4	$477K	Hold	4,532	–	–	0.16%	107
2025 Q3	$380K	Hold	4,532	–	–	0.13%	123
2025 Q2	$359K	Sell	4,532 -132	-3%	-$10.5K	0.13%	121
2025 Q1	$419K	Hold	4,664	–	–	0.17%	103
2024 Q4	$464K	Hold	4,664	–	–	0.18%	93
2024 Q3	$530K	Hold	4,664	–	–	0.21%	86
2024 Q2	$577K	Hold	4,664	–	–	0.24%	79
2024 Q1	$615K	Hold	4,664	–	–	0.27%	70
2023 Q4	$508K	Hold	4,664	–	–	0.24%	73
2023 Q3	$480K	Sell	4,664 -1,350	-22%	-$146K	0.24%	75
2023 Q2	$694K	Hold	6,014	–	–	0.36%	58
2023 Q1	$640K	Hold	6,014	–	–	0.35%	64
2022 Q4	$667K	Buy	6,014 +232	+4%	+$23.7K	0.38%	58
2022 Q3	$498K	Hold	5,782	–	–	0.29%	72
2022 Q2	$527K	Hold	5,782	–	–	0.29%	71
2022 Q1	$483K	Hold	5,782	–	–	0.23%	83
2021 Q4	$443K	Hold	5,782	–	–	0.21%	87
2021 Q3	$434K	Hold	5,782	–	–	0.22%	83
2021 Q2	$450K	Sell	5,782 -278	-5%	-$20.7K	0.24%	78
2021 Q1	$446K	Hold	6,060	–	–	0.26%	70
2020 Q4	$473K	Buy	+6,060	New	+$463K	0.3%	62

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

DHJJ Financial Advisors's MRK Position: Q2 2026 in Review

DHJJ Financial Advisors reduced its Merck (MRK) stake by 0.22% in Q2 2026, selling an estimated $1.17K and leaving 4,522 shares worth $581K. The position accounts for 0.17% of the portfolio, ranked #102.

DHJJ Financial Advisors first reported a position in MRK in Q4 2020 and has held it in 23 quarters since. The position peaked at $694K in Q2 2023. 1,867 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

DHJJ Financial Advisors held 4,522 shares of Merck worth $581K as of Q2 2026.
DHJJ Financial Advisors sold 10 Merck shares in Q2 2026, an estimated $1.17K.
Merck made up 0.17% of DHJJ Financial Advisors's portfolio in Q2 2026, its #102 holding.
DHJJ Financial Advisors first reported a position in Merck in Q4 2020 and has held it in 23 quarters since.
DHJJ Financial Advisors's Merck position peaked at $694K in Q2 2023.
1,867 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.