GA
MRK icon

Goldstein Advisors’s Merck MRK Stock Holding History

Goldstein 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 		$570K Buy
4,434
+758
+21% +$88.7K 0.05% 120
2026
Q1 		$442K Sell
3,676
-50
-1% -$5.77K 0.05% 114
2025
Q4 		$392K Buy
3,726
+58
+2% +$5.45K 0.04% 115
2025
Q3 		$308K Buy
3,668
+53
+1% +$4.37K 0.04% 138
2025
Q2 		$286K Sell
3,615
-44
-1% -$3.5K 0.04% 138
2025
Q1 		$328K Buy
3,659
+291
+9% +$27.2K 0.05% 128
2024
Q4 		$335K Buy
3,368
+86
+3% +$8.87K 0.05% 120
2024
Q3 		$373K Sell
3,282
-177
-5% -$21K 0.06% 107
2024
Q2 		$428K Buy
3,459
+136
+4% +$17.5K 0.07% 90
2024
Q1 		$438K Sell
3,323
-35
-1% -$4.31K 0.07% 89
2023
Q4 		$366K Sell
3,358
-58
-2% -$6.02K 0.06% 127
2023
Q3 		$352K Sell
3,416
-310
-8% -$33.4K 0.07% 94
2023
Q2 		$430K Sell
3,726
-234
-6% -$26.6K 0.09% 81
2023
Q1 		$421K Buy
3,960
+118
+3% +$12.7K 0.09% 81
2022
Q4 		$426K Buy
+3,842
New +$393K 0.1% 82

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

Goldstein Advisors's MRK Position: Q2 2026 in Review

Goldstein Advisors increased its Merck (MRK) stake by 21% in Q2 2026, buying an estimated $88.7K and bringing the position to 4,434 shares worth $570K. The position accounts for 0.05% of the portfolio, ranked #120.

Goldstein Advisors first reported a position in MRK in Q4 2022 and has held it in 15 quarters since. 1,867 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Goldstein Advisors held 4,434 shares of Merck worth $570K as of Q2 2026.
  • Goldstein Advisors bought 758 Merck shares in Q2 2026, an estimated $88.7K.
  • Merck made up 0.05% of Goldstein Advisors's portfolio in Q2 2026, its #120 holding.
  • Goldstein Advisors first reported a position in Merck in Q4 2022 and has held it in 15 quarters since.
  • 1,867 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Goldstein Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.