HWP
MRK icon

Highline Wealth Partners’s Merck MRK Stock Holding History

Highline Wealth Partners’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 		$120K Sell
932
-22
-2% -$2.58K 0.02% 151
2026
Q1 		$115K Buy
954
+186
+24% +$21.5K 0.03% 115
2025
Q4 		$80.8K Sell
768
-9,905
-93% -$930K 0.02% 106
2025
Q3 		$896K Buy
10,673
+73
+0.7% +$6.01K 0.24% 60
2025
Q2 		$839K Buy
10,600
+310
+3% +$24.6K 0.25% 58
2025
Q1 		$924K Sell
10,290
-63
-0.6% -$5.88K 0.31% 56
2024
Q4 		$1.03M Sell
10,353
-26
-0.3% -$2.68K 0.34% 53
2024
Q3 		$1.18M Buy
10,379
+119
+1% +$14.1K 0.39% 51
2024
Q2 		$1.27M Buy
10,260
+142
+1% +$18.3K 0.48% 46
2024
Q1 		$1.34M Hold
10,118
– – 0.54% 41
2023
Q4 		$1.1M Hold
10,118
– – 0.53% 45
2023
Q3 		$1.04M Buy
10,118
+24
+0.2% +$2.59K 0.64% 39
2023
Q2 		$1.16M Hold
10,094
– – 0.73% 36
2023
Q1 		$1.07M Buy
10,094
+7
+0.1% +$756 0.73% 39
2022
Q4 		$1.12M Hold
10,087
– – 0.83% 35
2022
Q3 		$869K Buy
+10,087
New +$900K 0.71% 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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Highline Wealth Partners's MRK Position: Q2 2026 in Review

Highline Wealth Partners reduced its Merck (MRK) stake by 2.3% in Q2 2026, selling an estimated $2.58K and leaving 932 shares worth $120K. The position accounts for 0.02% of the portfolio, ranked #151.

Highline Wealth Partners first reported a position in MRK in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.34M in Q1 2024. 810 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Highline Wealth Partners held 932 shares of Merck worth $120K as of Q2 2026.
  • Highline Wealth Partners sold 22 Merck shares in Q2 2026, an estimated $2.58K.
  • Merck made up 0.02% of Highline Wealth Partners's portfolio in Q2 2026, its #151 holding.
  • Highline Wealth Partners first reported a position in Merck in Q3 2022 and has held it in 16 quarters since.
  • Highline Wealth Partners's Merck position peaked at $1.34M in Q1 2024.
  • 810 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.