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Dogwood Wealth Management’s Merck MRK Stock Holding History

Dogwood Wealth Management’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 		$132K Sell
1,030
-97
-9% -$11.4K 0.05% 92
2026
Q1 		$136K Buy
1,127
+87
+8% +$10K 0.06% 104
2025
Q4 		$110K Sell
1,040
-131
-11% -$12.3K 0.05% 104
2025
Q3 		$99.3K Buy
1,171
+161
+16% +$13.3K 0.05% 104
2025
Q2 		$82.2K Buy
1,010
+170
+20% +$13.5K 0.04% 104
2025
Q1 		$76.2K Buy
840
+21
+3% +$1.96K 0.04% 103
2024
Q4 		$81.5K Buy
819
+4
+0.5% +$412 0.04% 104
2024
Q3 		$92.6K Buy
815
+4
+0.5% +$475 0.05% 102
2024
Q2 		$100K Buy
811
+5
+0.6% +$644 0.06% 97
2024
Q1 		$106K Buy
806
+5
+0.6% +$616 0.07% 102
2023
Q4 		$87.5K Buy
+801
New +$83.1K 0.07% 99

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

Dogwood Wealth Management's MRK Position: Q2 2026 in Review

Dogwood Wealth Management reduced its Merck (MRK) stake by 8.6% in Q2 2026, selling an estimated $11.4K and leaving 1,030 shares worth $132K. The position accounts for 0.05% of the portfolio, ranked #92.

Dogwood Wealth Management first reported a position in MRK in Q4 2023 and has held it in 11 quarters since. The position peaked at $136K in Q1 2026. 1,533 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Dogwood Wealth Management held 1,030 shares of Merck worth $132K as of Q2 2026.
  • Dogwood Wealth Management sold 97 Merck shares in Q2 2026, an estimated $11.4K.
  • Merck made up 0.05% of Dogwood Wealth Management's portfolio in Q2 2026, its #92 holding.
  • Dogwood Wealth Management first reported a position in Merck in Q4 2023 and has held it in 11 quarters since.
  • Dogwood Wealth Management's Merck position peaked at $136K in Q1 2026.
  • 1,533 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.