Gratus Wealth Advisors’s Merck MRK Stock Holding History

Gratus 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	$1.19M	Sell	9,246 -74	-0.8%	-$8.66K	0.15%	52
2026 Q1	$1.12M	Buy	9,320 +3	+0%	+$346	0.16%	55
2025 Q4	$981K	Sell	9,317 -1,121	-11%	-$105K	0.14%	61
2025 Q3	$876K	Sell	10,438 -525	-5%	-$43.2K	0.12%	67
2025 Q2	$868K	Sell	10,963 -6	-0.1%	-$477	0.13%	65
2025 Q1	$985K	Sell	10,969 -5,980	-35%	-$558K	0.16%	57
2024 Q4	$1.69M	Sell	16,949 -486	-3%	-$50.1K	0.27%	35
2024 Q3	$1.89M	Buy	17,435 +1,570	+10%	+$187K	0.31%	37
2024 Q2	$2M	Buy	15,865 +1,187	+8%	+$153K	0.34%	35
2024 Q1	$1.84M	Buy	14,678 +933	+7%	+$115K	0.34%	35
2023 Q4	$1.5M	Buy	+13,745	New	+$1.43M	0.3%	41

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

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Gratus Wealth Advisors's MRK Position: Q2 2026 in Review

Gratus Wealth Advisors reduced its Merck (MRK) stake by 0.79% in Q2 2026, selling an estimated $8.66K and leaving 9,246 shares worth $1.19M. The position accounts for 0.15% of the portfolio, ranked #52.

Gratus Wealth Advisors first reported a position in MRK in Q4 2023 and has held it in 11 quarters since. The position peaked at $2M in Q2 2024. 1,752 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Gratus Wealth Advisors held 9,246 shares of Merck worth $1.19M as of Q2 2026.
Gratus Wealth Advisors sold 74 Merck shares in Q2 2026, an estimated $8.66K.
Merck made up 0.15% of Gratus Wealth Advisors's portfolio in Q2 2026, its #52 holding.
Gratus Wealth Advisors first reported a position in Merck in Q4 2023 and has held it in 11 quarters since.
Gratus Wealth Advisors's Merck position peaked at $2M in Q2 2024.
1,752 funds tracked by Wall St. Rank held Merck as of Q2 2026.

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