FAG
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Fortitude Advisory Group’s Merck MRK Stock Holding History

Fortitude Advisory Group’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 		$351K Sell
2,728
-76
-3% -$8.9K 0.13% 142
2026
Q1 		$337K Sell
2,804
-699
-20% -$80.7K 0.15% 137
2025
Q4 		$369K Buy
3,503
+155
+5% +$14.6K 0.16% 110
2025
Q3 		$281K Sell
3,348
-13
-0.4% -$1.07K 0.15% 148
2025
Q2 		$266K Sell
3,361
-574
-15% -$45.6K 0.15% 156
2025
Q1 		$301K Sell
3,935
-2,474
-39% -$231K 0.22% 110
2024
Q4 		$638K Sell
6,409
-74
-1% -$7.63K 0.38% 48
2024
Q3 		$736K Hold
6,483
– – 0.46% 42
2024
Q2 		$803K Buy
6,483
+488
+8% +$62.9K 0.48% 34
2024
Q1 		$791K Sell
5,995
-306
-5% -$37.7K 0.45% 46
2023
Q4 		$687K Buy
6,301
+1,352
+27% +$140K 0.42% 46
2023
Q3 		$510K Buy
4,949
+563
+13% +$60.7K 0.34% 65
2023
Q2 		$506K Buy
4,386
+33
+0.8% +$3.75K 0.37% 60
2023
Q1 		$463K Buy
4,353
+19
+0.4% +$2.05K 0.36% 69
2022
Q4 		$481K Buy
4,334
+88
+2% +$8.99K 0.41% 65
2022
Q3 		$366K Buy
4,246
+65
+2% +$5.8K 0.35% 74
2022
Q2 		$381K Buy
4,181
+1
+0% +$89 0.35% 80
2022
Q1 		$344K Buy
4,180
+423
+11% +$33.4K 0.18% 101
2021
Q4 		$289K Buy
+3,757
New +$299K 0.15% 134

Other funds holding MRK

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Fortitude Advisory Group's MRK Position: Q2 2026 in Review

Fortitude Advisory Group reduced its Merck (MRK) stake by 2.7% in Q2 2026, selling an estimated $8.9K and leaving 2,728 shares worth $351K. The position accounts for 0.13% of the portfolio, ranked #142.

Fortitude Advisory Group first reported a position in MRK in Q4 2021 and has held it in 19 quarters since. The position peaked at $803K in Q2 2024. 1,533 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Fortitude Advisory Group held 2,728 shares of Merck worth $351K as of Q2 2026.
  • Fortitude Advisory Group sold 76 Merck shares in Q2 2026, an estimated $8.9K.
  • Merck made up 0.13% of Fortitude Advisory Group's portfolio in Q2 2026, its #142 holding.
  • Fortitude Advisory Group first reported a position in Merck in Q4 2021 and has held it in 19 quarters since.
  • Fortitude Advisory Group's Merck position peaked at $803K in Q2 2024.
  • 1,533 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Fortitude Advisory Group's 13F filing for Q2 2026, filed 22 Jul 2026.