Foundation Wealth Management (Pennsylvania)’s Merck MRK Stock Holding History

Foundation Wealth Management (Pennsylvania)’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	$719K	Sell	5,596 -131	-2%	-$15.3K	0.22%	51
2026 Q1	$689K	Sell	5,727 -12	-0.2%	-$1.39K	0.24%	46
2025 Q4	$604K	Hold	5,739	–	–	0.22%	52
2025 Q3	$482K	Sell	5,739 -15	-0.3%	-$1.24K	0.19%	62
2025 Q2	$455K	Buy	5,754 +393	+7%	+$31.2K	0.2%	64
2025 Q1	$481K	Buy	5,361 +127	+2%	+$11.9K	0.23%	55
2024 Q4	$521K	Buy	+5,234	New	+$540K	0.25%	51

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

Foundation Wealth Management (Pennsylvania)'s MRK Position: Q2 2026 in Review

Foundation Wealth Management (Pennsylvania) reduced its Merck (MRK) stake by 2.3% in Q2 2026, selling an estimated $15.3K and leaving 5,596 shares worth $719K. The position accounts for 0.22% of the portfolio, ranked #51.

Foundation Wealth Management (Pennsylvania) first reported a position in MRK in Q4 2024 and has held it in 7 quarters since. 1,867 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Foundation Wealth Management (Pennsylvania) held 5,596 shares of Merck worth $719K as of Q2 2026.
Foundation Wealth Management (Pennsylvania) sold 131 Merck shares in Q2 2026, an estimated $15.3K.
Merck made up 0.22% of Foundation Wealth Management (Pennsylvania)'s portfolio in Q2 2026, its #51 holding.
Foundation Wealth Management (Pennsylvania) first reported a position in Merck in Q4 2024 and has held it in 7 quarters since.
1,867 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Foundation Wealth Management (Pennsylvania)'s 13F filing for Q2 2026, filed 22 Jul 2026.