HWA
MRK icon

Heartwood Wealth Advisors’s Merck MRK Stock Holding History

Heartwood 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 		$1.73M Buy
13,470
+792
+6% +$92.7K 0.13% 77
2026
Q1 		$1.53M Buy
12,678
+453
+4% +$52.3K 0.13% 74
2025
Q4 		$1.29M Buy
12,225
+1,032
+9% +$96.9K 0.12% 73
2025
Q3 		$939K Buy
11,193
+873
+8% +$71.9K 0.09% 91
2025
Q2 		$817K Buy
10,320
+560
+6% +$44.5K 0.09% 93
2025
Q1 		$876K Buy
+9,760
New +$911K 0.1% 79
2023
Q3 		– Sell
-6,351
Closed -$733K – 140
2023
Q2 		$733K Buy
6,351
+859
+16% +$97.5K 0.1% 67
2023
Q1 		$584K Sell
5,492
-5,229
-49% -$565K 0.09% 75
2022
Q4 		$1.19M Sell
10,721
-1,805
-14% -$185K 0.19% 42
2022
Q3 		$1.08M Buy
12,526
+1,407
+13% +$126K 0.19% 42
2022
Q2 		$1.01M Buy
11,119
+825
+8% +$73.1K 0.17% 43
2022
Q1 		$845K Buy
10,294
+1,140
+12% +$89.9K 0.13% 49
2021
Q4 		$702K Buy
9,154
+443
+5% +$35.3K 0.11% 52
2021
Q3 		$654K Buy
8,711
+267
+3% +$20.3K 0.1% 51
2021
Q2 		$657K Buy
8,444
+3,066
+57% +$228K 0.1% 52
2021
Q1 		$396K Buy
5,378
+666
+14% +$49.1K 0.06% 62
2020
Q4 		$368K Hold
4,712
– – 0.06% 61
2020
Q3 		$373K Hold
4,712
– – 0.07% 56
2020
Q2 		$348K Hold
4,712
– – 0.07% 55
2020
Q1 		$346K Sell
4,712
-105
-2% -$8.25K 0.08% 50
2019
Q4 		$418K Buy
+4,817
New +$396K 0.08% 57

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

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

Heartwood Wealth Advisors increased its Merck (MRK) stake by 6.2% in Q2 2026, buying an estimated $92.7K and bringing the position to 13,470 shares worth $1.73M. The position accounts for 0.13% of the portfolio, ranked #77.

Heartwood Wealth Advisors first reported a position in MRK in Q4 2019 and has held it in 21 quarters since. 1,867 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Heartwood Wealth Advisors held 13,470 shares of Merck worth $1.73M as of Q2 2026.
  • Heartwood Wealth Advisors bought 792 Merck shares in Q2 2026, an estimated $92.7K.
  • Merck made up 0.13% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #77 holding.
  • Heartwood Wealth Advisors first reported a position in Merck in Q4 2019 and has held it in 21 quarters since.
  • 1,867 funds tracked by Wall St. Rank held Merck as of Q2 2026.

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