Financial Perspectives’s Merck MRK Stock Holding History

Financial Perspectives’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	$189K	Hold	1,468	–	–	0.05%	177
2026 Q1	$177K	Buy	1,468 +150	+11%	+$17.3K	0.05%	175
2025 Q4	$139K	Hold	1,318	–	–	0.04%	200
2025 Q3	$111K	Hold	1,318	–	–	0.03%	221
2025 Q2	$104K	Buy	1,318 +1	+0.1%	+$79	0.03%	218
2025 Q1	$118K	Hold	1,317	–	–	0.04%	198
2024 Q4	$131K	Buy	1,317 +43	+3%	+$4.43K	0.04%	186
2024 Q3	$145K	Hold	1,274	–	–	0.05%	171
2024 Q2	$158K	Hold	1,274	–	–	0.06%	156
2024 Q1	$168K	Sell	1,274 -326	-20%	-$40.2K	0.06%	150
2023 Q4	$174K	Buy	1,600 +6	+0.4%	+$623	0.07%	148
2023 Q3	$164K	Hold	1,594	–	–	0.08%	144
2023 Q2	$184K	Hold	1,594	–	–	0.08%	134
2023 Q1	$170K	Hold	1,594	–	–	0.08%	138
2022 Q4	$177K	Hold	1,594	–	–	0.09%	129
2022 Q3	$137K	Buy	1,594 +41	+3%	+$3.66K	0.08%	145
2022 Q2	$142K	Hold	1,553	–	–	0.08%	142
2022 Q1	$127K	Hold	1,553	–	–	0.06%	161
2021 Q4	$119K	Hold	1,553	–	–	0.06%	160
2021 Q3	$117K	Hold	1,553	–	–	0.06%	163
2021 Q2	$121K	Sell	1,553 -123,915	-99%	-$9.22M	0.06%	171
2021 Q1	$1.55M	Buy	125,468 +117,081	+1,396%	+$8.64M	0.08%	162
2020 Q4	$655K	Hold	8,387	–	–	0.37%	43
2020 Q3	$664K	Hold	8,387	–	–	0.44%	37
2020 Q2	$619K	Hold	8,387	–	–	0.44%	36
2020 Q1	$616K	Hold	8,387	–	–	0.5%	30
2019 Q4	$728K	Buy	+8,387	New	+$689K	0.5%	26

Other funds holding MRK

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Financial Perspectives's MRK Position: Q2 2026 in Review

Financial Perspectives held its Merck (MRK) position steady in Q2 2026 at 1,468 shares worth $189K. The position accounts for 0.05% of the portfolio, ranked #177.

Financial Perspectives first reported a position in MRK in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.55M in Q1 2021. 1,533 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Financial Perspectives held 1,468 shares of Merck worth $189K as of Q2 2026.
Financial Perspectives left its Merck share count unchanged in Q2 2026.
Merck made up 0.05% of Financial Perspectives's portfolio in Q2 2026, its #177 holding.
Financial Perspectives first reported a position in Merck in Q4 2019 and has held it in 27 quarters since.
Financial Perspectives's Merck position peaked at $1.55M in Q1 2021.
1,533 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.