EWA
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EverSource Wealth Advisors’s Merck MRK Stock Holding History

EverSource Wealth 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 		$3.4M Sell
26,464
-4,568
-15% -$535K 0.11% 156
2026
Q1 		$3.73M Buy
31,032
+7,830
+34% +$904K 0.11% 139
2025
Q4 		$2.44M Buy
23,202
+2,284
+11% +$214K 0.09% 165
2025
Q3 		$1.76M Buy
20,918
+4,122
+25% +$340K 0.07% 190
2025
Q2 		$1.33M Buy
16,796
+2,720
+19% +$216K 0.06% 219
2025
Q1 		$1.26M Buy
14,076
+439
+3% +$41K 0.07% 213
2024
Q4 		$1.36M Sell
13,637
-15,168
-53% -$1.56M 0.08% 199
2024
Q3 		$3.27M Sell
28,805
-816
-3% -$96.9K 0.21% 101
2024
Q2 		$3.35M Buy
29,621
+403
+1% +$51.9K 0.22% 97
2024
Q1 		$3.78M Buy
29,218
+2,045
+8% +$252K 0.3% 77
2023
Q4 		$2.96M Sell
27,173
-7,293
-21% -$757K 0.27% 87
2023
Q3 		$3.55M Buy
34,466
+1,225
+4% +$132K 0.38% 71
2023
Q2 		$3.84M Buy
33,241
+562
+2% +$63.8K 0.42% 64
2023
Q1 		$3.48M Buy
32,679
+589
+2% +$63.6K 0.43% 61
2022
Q4 		$3.56M Buy
32,090
+23,070
+256% +$2.36M 0.54% 46
2022
Q3 		$777K Buy
9,020
+3,856
+75% +$344K 0.18% 109
2022
Q2 		$471K Sell
5,164
-111
-2% -$9.84K 0.12% 157
2022
Q1 		$433K Buy
5,275
+1,379
+35% +$109K 0.11% 170
2021
Q4 		$298K Buy
+3,896
New +$310K 0.08% 174

Other funds holding MRK

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
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
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

EverSource Wealth Advisors's MRK Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Merck (MRK) stake by 15% in Q2 2026, selling an estimated $535K and leaving 26,464 shares worth $3.4M. The position accounts for 0.11% of the portfolio, ranked #156.

EverSource Wealth Advisors first reported a position in MRK in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.84M in Q2 2023. 1,660 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • EverSource Wealth Advisors held 26,464 shares of Merck worth $3.4M as of Q2 2026.
  • EverSource Wealth Advisors sold 4,568 Merck shares in Q2 2026, an estimated $535K.
  • Merck made up 0.11% of EverSource Wealth Advisors's portfolio in Q2 2026, its #156 holding.
  • EverSource Wealth Advisors first reported a position in Merck in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Merck position peaked at $3.84M in Q2 2023.
  • 1,660 funds tracked by Wall St. Rank held Merck as of Q2 2026.

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