GoalVest Advisory’s Merck MRK Stock Holding History

GoalVest Advisory’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	$1.72M	Buy	13,375 +17	+0.1%	+$1.99K	0.32%	42
2026 Q1	$1.61M	Sell	13,358 -2,379	-15%	-$275K	0.31%	56
2025 Q4	$1.66M	Sell	15,737 -2,237	-12%	-$210K	0.32%	45
2025 Q3	$1.51M	Buy	17,974 +2,833	+19%	+$233K	0.32%	59
2025 Q2	$1.2M	Buy	15,141 +854	+6%	+$67.9K	0.3%	65
2025 Q1	$1.28M	Buy	14,287 +4,256	+42%	+$397K	0.35%	60
2024 Q4	$998K	Sell	10,031 -714	-7%	-$73.6K	0.27%	62
2024 Q3	$1.22M	Buy	10,745 +677	+7%	+$80.4K	0.35%	51
2024 Q2	$1.25M	Sell	10,068 -1,591	-14%	-$205K	0.4%	43
2024 Q1	$1.54M	Buy	11,659 +590	+5%	+$72.7K	0.51%	27
2023 Q4	$1.21M	Buy	11,069 +323	+3%	+$33.5K	0.53%	25
2023 Q3	$1.11M	Buy	10,746 +838	+8%	+$90.3K	0.55%	26
2023 Q2	$1.14M	Sell	9,908 -9,830	-50%	-$1.12M	0.59%	19
2023 Q1	$2.1M	Sell	19,738 -6,779	-26%	-$732K	1.23%	11
2022 Q4	$2.94M	Sell	26,517 -5,044	-16%	-$516K	1.9%	9
2022 Q3	$2.72M	Buy	31,561 +16,141	+105%	+$1.44M	1.91%	14
2022 Q2	$1.43M	Buy	15,420 +4,953	+47%	+$439K	0.91%	28
2022 Q1	$859K	Buy	+10,467	New	+$825K	0.48%	60
2021 Q2	$1.57M	Buy	20,179 +1,516	+8%	+$113K	0.97%	25
2021 Q1	$1.37M	Buy	18,663 +2,125	+13%	+$157K	1.02%	27
2020 Q4	$1.29M	Buy	+16,538	New	+$1.26M	1.09%	26

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

GoalVest Advisory's MRK Position: Q2 2026 in Review

GoalVest Advisory increased its Merck (MRK) stake by 0.13% in Q2 2026, buying an estimated $1.99K and bringing the position to 13,375 shares worth $1.72M. The position accounts for 0.32% of the portfolio, ranked #42.

GoalVest Advisory first reported a position in MRK in Q4 2020 and has held it in 21 quarters since. The position peaked at $2.94M in Q4 2022. 1,867 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

GoalVest Advisory held 13,375 shares of Merck worth $1.72M as of Q2 2026.
GoalVest Advisory bought 17 Merck shares in Q2 2026, an estimated $1.99K.
Merck made up 0.32% of GoalVest Advisory's portfolio in Q2 2026, its #42 holding.
GoalVest Advisory first reported a position in Merck in Q4 2020 and has held it in 21 quarters since.
GoalVest Advisory's Merck position peaked at $2.94M in Q4 2022.
1,867 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.