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GeoWealth Management’s Merck MRK Stock Holding History

GeoWealth 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 		$1.53M Buy
11,907
+915
+8% +$107K 0.05% 229
2026
Q1 		$1.32M Buy
10,992
+1,075
+11% +$124K 0.05% 226
2025
Q4 		$1.04M Buy
9,917
+356
+4% +$33.4K 0.04% 262
2025
Q3 		$802K Sell
9,561
-111
-1% -$9.14K 0.03% 349
2025
Q2 		$766K Sell
9,672
-32,281
-77% -$2.57M 0.03% 309
2025
Q1 		$3.77M Sell
41,953
-9,207
-18% -$860K 0.15% 90
2024
Q4 		$5.09M Buy
51,160
+15,354
+43% +$1.58M 0.17% 99
2024
Q3 		$4.07M Sell
35,806
-2,442
-6% -$290K 0.14% 117
2024
Q2 		$4.74M Buy
38,248
+5,732
+18% +$738K 0.21% 76
2024
Q1 		$4.29M Buy
32,516
+14,705
+83% +$1.81M 0.17% 105
2023
Q4 		$1.94M Buy
17,811
+15,616
+711% +$1.62M 0.16% 121
2023
Q3 		$226K Buy
2,195
+676
+45% +$72.9K 0.03% 273
2023
Q2 		$176K Buy
1,519
+30
+2% +$3.41K 0.02% 253
2023
Q1 		$159K Sell
1,489
-108
-7% -$11.7K 0.02% 220
2022
Q4 		$177K Sell
1,597
-38
-2% -$3.88K 0.02% 257
2022
Q3 		$142K Buy
1,635
+899
+122% +$80.3K 0.02% 258
2022
Q2 		$67K Sell
736
-120
-14% -$10.6K 0.01% 271
2022
Q1 		$70K Buy
856
+156
+22% +$12.3K 0.01% 331
2021
Q4 		$52K Buy
+700
New +$55.8K ﹤0.01% 320

Other funds holding MRK

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
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
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

GeoWealth Management's MRK Position: Q2 2026 in Review

GeoWealth Management increased its Merck (MRK) stake by 8.3% in Q2 2026, buying an estimated $107K and bringing the position to 11,907 shares worth $1.53M. The position accounts for 0.05% of the portfolio, ranked #229.

GeoWealth Management first reported a position in MRK in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.09M in Q4 2024. 1,867 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • GeoWealth Management held 11,907 shares of Merck worth $1.53M as of Q2 2026.
  • GeoWealth Management bought 915 Merck shares in Q2 2026, an estimated $107K.
  • Merck made up 0.05% of GeoWealth Management's portfolio in Q2 2026, its #229 holding.
  • GeoWealth Management first reported a position in Merck in Q4 2021 and has held it in 19 quarters since.
  • GeoWealth Management's Merck position peaked at $5.09M in Q4 2024.
  • 1,867 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.