First National Advisers’s Merck MRK Stock Holding History

First National Advisers’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	$469K	Buy	3,651 +675	+23%	+$79K	0.07%	181
2026 Q1	$358K	Sell	2,976 -1,020	-26%	-$118K	0.05%	192
2025 Q4	$421K	Sell	3,996 -516	-11%	-$48.4K	0.06%	176
2025 Q3	$379K	Sell	4,512 -1,701	-27%	-$140K	0.05%	190
2025 Q2	$492K	Sell	6,213 -7,387	-54%	-$587K	0.07%	168
2025 Q1	$1.22M	Sell	13,600 -8,751	-39%	-$817K	0.2%	125
2024 Q4	$2.22M	Sell	22,351 -3,802	-15%	-$392K	0.36%	88
2024 Q3	$2.97M	Buy	26,153 +1,416	+6%	+$168K	0.47%	66
2024 Q2	$3.06M	Buy	24,737 +4,991	+25%	+$643K	0.56%	56
2024 Q1	$2.51M	Buy	19,746 +5,604	+40%	+$691K	0.56%	55
2023 Q4	$1.54M	Buy	14,142 +1,969	+16%	+$204K	0.44%	76
2023 Q3	$1.25M	Buy	12,173 +8,518	+233%	+$918K	0.56%	61
2023 Q2	$422K	Sell	3,655 -220	-6%	-$25K	0.39%	80
2023 Q1	$412K	Buy	3,875 +297	+8%	+$32.1K	0.47%	77
2022 Q4	$397K	Sell	3,578 -680	-16%	-$69.5K	0.51%	79
2022 Q3	$367K	Buy	4,258 +861	+25%	+$76.9K	0.54%	73
2022 Q2	$310K	Buy	+3,397	New	+$301K	0.64%	67

Other funds holding MRK

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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 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

First National Advisers's MRK Position: Q2 2026 in Review

First National Advisers increased its Merck (MRK) stake by 23% in Q2 2026, buying an estimated $79K and bringing the position to 3,651 shares worth $469K. The position accounts for 0.07% of the portfolio, ranked #181.

First National Advisers first reported a position in MRK in Q2 2022 and has held it in 17 quarters since. The position peaked at $3.06M in Q2 2024. 1,752 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

First National Advisers held 3,651 shares of Merck worth $469K as of Q2 2026.
First National Advisers bought 675 Merck shares in Q2 2026, an estimated $79K.
Merck made up 0.07% of First National Advisers's portfolio in Q2 2026, its #181 holding.
First National Advisers first reported a position in Merck in Q2 2022 and has held it in 17 quarters since.
First National Advisers's Merck position peaked at $3.06M in Q2 2024.
1,752 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on First National Advisers's 13F filing for Q2 2026, filed 21 Jul 2026.