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Foster Victor Wealth Advisors’s Merck MRK Stock Holding History

Foster Victor Wealth 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 		$14.8M Buy
122,130
+5,674
+5% +$664K 0.77% 60
2026
Q1 		$14M Sell
116,456
-18,548
-14% -$2.14M 0.8% 55
2025
Q4 		$14.7M Buy
135,004
+4,772
+4% +$448K 0.86% 50
2025
Q3 		$11.6M Buy
130,232
+12,779
+11% +$1.05M 0.72% 64
2025
Q2 		$9.83M Buy
117,453
+12,501
+12% +$994K 0.67% 68
2025
Q1 		$8.31M Buy
104,952
+102,534
+4,240% +$9.57M 0.67% 67
2024
Q4 		$237K Sell
2,418
-17
-0.7% -$1.75K 0.02% 174
2024
Q3 		$269K Sell
2,435
-256
-10% -$30.4K 0.02% 167
2024
Q2 		$338K Buy
2,691
+692
+35% +$89.1K 0.03% 144
2024
Q1 		$252K Buy
+1,999
New +$246K 0.02% 150
2023
Q3 		– Sell
-1,936
Closed -$220K – 170
2023
Q2 		$220K Buy
+1,936
New +$220K 0.02% 146
2023
Q1 		– Sell
-1,851
Closed -$213K – 168
2022
Q4 		$213K Buy
+1,851
New +$189K 0.03% 145

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

Foster Victor Wealth Advisors's MRK Position: Q2 2026 in Review

Foster Victor Wealth Advisors increased its Merck (MRK) stake by 4.9% in Q2 2026, buying an estimated $664K and bringing the position to 122,130 shares worth $14.8M. The position accounts for 0.77% of the portfolio, ranked #60.

Foster Victor Wealth Advisors first reported a position in MRK in Q4 2022 and has held it in 12 quarters since. 1,533 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Foster Victor Wealth Advisors held 122,130 shares of Merck worth $14.8M as of Q2 2026.
  • Foster Victor Wealth Advisors bought 5,674 Merck shares in Q2 2026, an estimated $664K.
  • Merck made up 0.77% of Foster Victor Wealth Advisors's portfolio in Q2 2026, its #60 holding.
  • Foster Victor Wealth Advisors first reported a position in Merck in Q4 2022 and has held it in 12 quarters since.
  • 1,533 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Foster Victor Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.