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Heritage Oak Wealth Advisors’s Merck MRK Stock Holding History

Heritage Oak 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 		$277K Buy
2,138
+76
+4% +$8.9K 0.08% 79
2026
Q1 		$250K Buy
+2,062
New +$238K 0.08% 63

Other funds holding MRK

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
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Heritage Oak Wealth Advisors's MRK Position: Q2 2026 in Review

Heritage Oak Wealth Advisors increased its Merck (MRK) stake by 3.7% in Q2 2026, buying an estimated $8.9K and bringing the position to 2,138 shares worth $277K. The position accounts for 0.08% of the portfolio, ranked #79.

Heritage Oak Wealth Advisors first reported a position in MRK in Q1 2026 and has held it in 2 quarters since. 1,318 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Heritage Oak Wealth Advisors held 2,138 shares of Merck worth $277K as of Q2 2026.
  • Heritage Oak Wealth Advisors bought 76 Merck shares in Q2 2026, an estimated $8.9K.
  • Merck made up 0.08% of Heritage Oak Wealth Advisors's portfolio in Q2 2026, its #79 holding.
  • Heritage Oak Wealth Advisors first reported a position in Merck in Q1 2026 and has held it in 2 quarters since.
  • 1,318 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Heritage Oak Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.