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Elevation Wealth Partners’s Merck MRK Stock Holding History

Elevation Wealth Partners’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 		$284K Buy
2,212
+987
+81% +$116K 0.09% 113
2026
Q1 		$147K Buy
1,225
+29
+2% +$3.35K 0.05% 137
2025
Q4 		$126K Buy
1,196
+65
+6% +$6.1K 0.04% 149
2025
Q3 		$94.9K Sell
1,131
-159
-12% -$13.1K 0.03% 181
2025
Q2 		$102K Sell
1,290
-269
-17% -$21.4K 0.04% 175
2025
Q1 		$140K Buy
1,559
+4
+0.3% +$373 0.06% 134
2024
Q4 		$155K Buy
1,555
+4
+0.3% +$412 0.07% 130
2024
Q3 		$176K Buy
1,551
+3
+0.2% +$356 0.08% 124
2024
Q2 		$192K Buy
1,548
+3
+0.2% +$386 0.09% 110
2024
Q1 		$204K Sell
1,545
-173
-10% -$21.3K 0.1% 107
2023
Q4 		$177K Buy
1,718
+730
+74% +$75.8K 0.11% 114
2023
Q3 		$102K Buy
988
+3
+0.3% +$323 0.09% 92
2023
Q2 		$114K Buy
985
+4
+0.4% +$454 0.1% 87
2023
Q1 		$104K Buy
+981
New +$106K 0.1% 95

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

Elevation Wealth Partners's MRK Position: Q2 2026 in Review

Elevation Wealth Partners increased its Merck (MRK) stake by 81% in Q2 2026, buying an estimated $116K and bringing the position to 2,212 shares worth $284K. The position accounts for 0.09% of the portfolio, ranked #113.

Elevation Wealth Partners first reported a position in MRK in Q1 2023 and has held it in 14 quarters since. 1,533 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Elevation Wealth Partners held 2,212 shares of Merck worth $284K as of Q2 2026.
  • Elevation Wealth Partners bought 987 Merck shares in Q2 2026, an estimated $116K.
  • Merck made up 0.09% of Elevation Wealth Partners's portfolio in Q2 2026, its #113 holding.
  • Elevation Wealth Partners first reported a position in Merck in Q1 2023 and has held it in 14 quarters since.
  • 1,533 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.