Fortis Group Advisors’s Merck MRK Stock Holding History

Fortis Group 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	$606K	Hold	4,715	–	–	0.1%	173
2026 Q1	$515K	Buy	4,715 +3	+0.1%	+$346	0.09%	183
2025 Q4	$519K	Buy	4,712 +3	+0.1%	+$282	0.09%	203
2025 Q3	$405K	Sell	4,709 -175	-4%	-$14.4K	0.07%	172
2025 Q2	$382K	Buy	4,884 +17	+0.3%	+$1.35K	0.07%	172
2025 Q1	$437K	Sell	4,867 -20	-0.4%	-$1.87K	0.08%	143
2024 Q4	$486K	Sell	4,887 -23	-0.5%	-$2.37K	0.09%	134
2024 Q3	$558K	Sell	4,910 -13	-0.3%	-$1.54K	0.1%	115
2024 Q2	$609K	Sell	4,923 -133	-3%	-$17.1K	0.12%	109
2024 Q1	$667K	Sell	5,056 -67	-1%	-$8.26K	0.12%	114
2023 Q4	$545K	Buy	5,123 +32	+0.6%	+$3.32K	0.14%	67
2023 Q3	$541K	Buy	5,091 +30	+0.6%	+$3.23K	0.17%	62
2023 Q2	$584K	Hold	5,061	–	–	0.16%	77
2023 Q1	$584K	Buy	+5,061	New	+$546K	0.18%	64
2020 Q3	$587K	Buy	+7,425	New	+$582K	0.11%	91

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Fortis Group Advisors's MRK Position: Q2 2026 in Review

Fortis Group Advisors held its Merck (MRK) position steady in Q2 2026 at 4,715 shares worth $606K. The position accounts for 0.1% of the portfolio, ranked #173.

Fortis Group Advisors first reported a position in MRK in Q3 2020 and has held it in 15 quarters since. The position peaked at $667K in Q1 2024. 1,867 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Fortis Group Advisors held 4,715 shares of Merck worth $606K as of Q2 2026.
Fortis Group Advisors left its Merck share count unchanged in Q2 2026.
Merck made up 0.1% of Fortis Group Advisors's portfolio in Q2 2026, its #173 holding.
Fortis Group Advisors first reported a position in Merck in Q3 2020 and has held it in 15 quarters since.
Fortis Group Advisors's Merck position peaked at $667K in Q1 2024.
1,867 funds tracked by Wall St. Rank held Merck as of Q2 2026.

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