Forza Wealth Management’s Merck MRK Stock Holding History

Forza Wealth Management’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	$1.4M	Hold	10,879	–	–	0.43%	58
2026 Q1	$1.31M	Hold	10,879	–	–	0.46%	54
2025 Q4	$1.15M	Buy	10,879 +236	+2%	+$22.2K	0.41%	57
2025 Q3	$893K	Buy	10,643 +159	+2%	+$13.1K	0.34%	68
2025 Q2	$830K	Sell	10,484 -277	-3%	-$22K	0.34%	77
2025 Q1	$966K	Buy	10,761 +138	+1%	+$12.9K	0.43%	57
2024 Q4	$1.06M	Sell	10,623 -221	-2%	-$22.8K	0.48%	52
2024 Q3	$1.23M	Buy	10,844 +364	+3%	+$43.2K	0.56%	48
2024 Q2	$1.3M	Buy	10,480 +82	+0.8%	+$10.6K	0.67%	40
2024 Q1	$1.37M	Sell	10,398 -200	-2%	-$24.7K	0.71%	42
2023 Q4	$1.16M	Sell	10,598 -2,826	-21%	-$293K	0.64%	46
2023 Q3	$1.38M	Hold	13,424	–	–	0.71%	41
2023 Q2	$1.55M	Buy	13,424 +340	+3%	+$38.6K	0.78%	37
2023 Q1	$1.39M	Buy	13,084 +2,540	+24%	+$274K	0.72%	41
2022 Q4	$1.17M	Buy	+10,544	New	+$1.08M	0.78%	41

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

Forza Wealth Management's MRK Position: Q2 2026 in Review

Forza Wealth Management held its Merck (MRK) position steady in Q2 2026 at 10,879 shares worth $1.4M. The position accounts for 0.43% of the portfolio, ranked #58.

Forza Wealth Management first reported a position in MRK in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.55M in Q2 2023. 1,867 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Forza Wealth Management held 10,879 shares of Merck worth $1.4M as of Q2 2026.
Forza Wealth Management left its Merck share count unchanged in Q2 2026.
Merck made up 0.43% of Forza Wealth Management's portfolio in Q2 2026, its #58 holding.
Forza Wealth Management first reported a position in Merck in Q4 2022 and has held it in 15 quarters since.
Forza Wealth Management's Merck position peaked at $1.55M in Q2 2023.
1,867 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Forza Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.