DWM
MRK icon

Drive Wealth Management’s Merck MRK Stock Holding History

Drive 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 		$1.41M Buy
10,904
+1,892
+21% +$221K 0.25% 66
2026
Q1 		$1.09M Buy
9,012
+1,083
+14% +$125K 0.23% 84
2025
Q4 		$842K Buy
7,929
+2,550
+47% +$239K 0.16% 109
2025
Q3 		$456K Buy
5,379
+1,281
+31% +$106K 0.1% 179
2025
Q2 		$328K Buy
4,098
+67
+2% +$5.33K 0.07% 221
2025
Q1 		$364K Sell
4,031
-3,867
-49% -$361K 0.09% 184
2024
Q4 		$791K Buy
7,898
+350
+5% +$36.1K 0.19% 94
2024
Q3 		$863K Sell
7,548
-1,828
-19% -$217K 0.22% 85
2024
Q2 		$1.17M Buy
9,376
+1,148
+14% +$148K 0.31% 62
2024
Q1 		$1.09M Sell
8,228
-1,650
-17% -$203K 0.31% 67
2023
Q4 		$1.08M Sell
9,878
-1,275
-11% -$132K 0.35% 58
2023
Q3 		$1.16M Buy
11,153
+47
+0.4% +$5.07K 0.42% 52
2023
Q2 		$1.29M Buy
11,106
+160
+1% +$18.2K 0.48% 47
2023
Q1 		$1.17M Buy
10,946
+171
+2% +$18.5K 0.49% 48
2022
Q4 		$1.2M Buy
10,775
+6,952
+182% +$711K 0.6% 39
2022
Q3 		$332K Buy
3,823
+1,032
+37% +$92.1K 0.32% 95
2022
Q2 		$256K Buy
+2,791
New +$247K 0.23% 123

Other funds holding MRK

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
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
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

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

Drive Wealth Management increased its Merck (MRK) stake by 21% in Q2 2026, buying an estimated $221K and bringing the position to 10,904 shares worth $1.41M. The position accounts for 0.25% of the portfolio, ranked #66.

Drive Wealth Management first reported a position in MRK in Q2 2022 and has held it in 17 quarters since. 1,153 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Drive Wealth Management held 10,904 shares of Merck worth $1.41M as of Q2 2026.
  • Drive Wealth Management bought 1,892 Merck shares in Q2 2026, an estimated $221K.
  • Merck made up 0.25% of Drive Wealth Management's portfolio in Q2 2026, its #66 holding.
  • Drive Wealth Management first reported a position in Merck in Q2 2022 and has held it in 17 quarters since.
  • 1,153 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Drive Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.