ERn Financial LLC’s Merck MRK Stock Holding History

ERn Financial LLC’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	$203K	Buy	+1,577	New	+$185K	0.03%	159
2025 Q1	–	Sell	-3,163	Closed	-$315K	–	190
2024 Q4	$315K	Buy	3,163 +295	+10%	+$30.4K	0.05%	165
2024 Q3	$326K	Buy	2,868 +297	+12%	+$35.3K	0.05%	161
2024 Q2	$318K	Buy	2,571 +89	+4%	+$11.5K	0.05%	158
2024 Q1	$328K	Hold	2,482	–	–	0.06%	155
2023 Q4	$294K	Sell	2,482 -56	-2%	-$5.81K	0.06%	155
2023 Q3	$261K	Buy	2,538 +56	+2%	+$6.04K	0.06%	152
2023 Q2	$286K	Hold	2,482	–	–	0.06%	149
2023 Q1	$264K	Sell	2,482 -99	-4%	-$10.7K	0.06%	151
2022 Q4	$286K	Buy	2,581 +4	+0.2%	+$409	0.07%	151
2022 Q3	$222K	Buy	2,577 +231	+10%	+$20.6K	0.06%	153
2022 Q2	$214K	Buy	+2,346	New	+$208K	0.05%	158

Other funds holding MRK

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

AAMU

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

ERn Financial LLC's MRK Position: Q2 2026 in Review

ERn Financial LLC opened a new position in Merck (MRK) in Q2 2026: 1,577 shares worth $203K. The stake represents 0.03% of the portfolio and ranks #159 among its holdings. This is a return to the name: ERn Financial LLC previously reported a position in MRK as recently as Q4 2024.

ERn Financial LLC first reported a position in MRK in Q2 2022 and has held it in 12 quarters since. The position peaked at $328K in Q1 2024. 1,153 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

ERn Financial LLC held 1,577 shares of Merck worth $203K as of Q2 2026.
Merck was a new ERn Financial LLC position in Q2 2026.
Merck made up 0.03% of ERn Financial LLC's portfolio in Q2 2026, its #159 holding.
ERn Financial LLC first reported a position in Merck in Q2 2022 and has held it in 12 quarters since.
ERn Financial LLC's Merck position peaked at $328K in Q1 2024.
1,153 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on ERn Financial LLC's 13F filing for Q2 2026, filed 23 Jul 2026.