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Grey Fox Wealth Advisors’s Merck MRK Stock Holding History

Grey Fox 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 		$334K Buy
2,585
+146
+6% +$17.1K 0.05% 128
2026
Q1 		$295K Buy
2,439
+3
+0.1% +$346 0.06% 112
2025
Q4 		$259K Sell
2,436
-380
-13% -$35.7K 0.05% 116
2025
Q3 		$239K Sell
2,816
-88
-3% -$7.25K 0.05% 128
2025
Q2 		$232K Sell
2,904
-735
-20% -$58.4K 0.06% 119
2025
Q1 		$330K Buy
3,639
+157
+5% +$14.7K 0.09% 99
2024
Q4 		$349K Sell
3,482
-69
-2% -$7.11K 0.1% 99
2024
Q3 		$406K Sell
3,551
-174
-5% -$20.7K 0.11% 88
2024
Q2 		$464K Sell
3,725
-77
-2% -$9.92K 0.16% 81
2024
Q1 		$505K Sell
3,802
-176
-4% -$21.7K 0.19% 71
2023
Q4 		$437K Sell
3,978
-212
-5% -$22K 0.19% 71
2023
Q3 		$434K Sell
4,190
-142
-3% -$15.3K 0.22% 70
2023
Q2 		$503K Sell
4,332
-2,811
-39% -$319K 0.26% 62
2023
Q1 		$765K Sell
7,143
-215
-3% -$23.2K 0.45% 42
2022
Q4 		$816K Buy
+7,358
New +$752K 0.54% 37

Other funds holding MRK

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

Grey Fox Wealth Advisors's MRK Position: Q2 2026 in Review

Grey Fox Wealth Advisors increased its Merck (MRK) stake by 6% in Q2 2026, buying an estimated $17.1K and bringing the position to 2,585 shares worth $334K. The position accounts for 0.05% of the portfolio, ranked #128.

Grey Fox Wealth Advisors first reported a position in MRK in Q4 2022 and has held it in 15 quarters since. The position peaked at $816K in Q4 2022. 1,299 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Grey Fox Wealth Advisors held 2,585 shares of Merck worth $334K as of Q2 2026.
  • Grey Fox Wealth Advisors bought 146 Merck shares in Q2 2026, an estimated $17.1K.
  • Merck made up 0.05% of Grey Fox Wealth Advisors's portfolio in Q2 2026, its #128 holding.
  • Grey Fox Wealth Advisors first reported a position in Merck in Q4 2022 and has held it in 15 quarters since.
  • Grey Fox Wealth Advisors's Merck position peaked at $816K in Q4 2022.
  • 1,299 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Grey Fox Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.