HIW
MRK icon

Holos Integrated Wealth’s Merck MRK Stock Holding History

Holos Integrated Wealth’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 		$123K Hold
951
– – 0.06% 112
2026
Q1 		$113K Hold
951
– – 0.06% 115
2025
Q4 		$101K Buy
951
+143
+18% +$13.4K 0.06% 93
2025
Q3 		$69.5K Hold
808
– – 0.04% 105
2025
Q2 		$65.2K Buy
808
+127
+19% +$10.1K 0.04% 107
2025
Q1 		$61.1K Hold
681
– – 0.04% 105
2024
Q4 		$67.7K Buy
+681
New +$70.2K 0.05% 97

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

Holos Integrated Wealth's MRK Position: Q2 2026 in Review

Holos Integrated Wealth held its Merck (MRK) position steady in Q2 2026 at 951 shares worth $123K. The position accounts for 0.06% of the portfolio, ranked #112.

Holos Integrated Wealth first reported a position in MRK in Q4 2024 and has held it in 7 quarters since. 1,299 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Holos Integrated Wealth held 951 shares of Merck worth $123K as of Q2 2026.
  • Holos Integrated Wealth left its Merck share count unchanged in Q2 2026.
  • Merck made up 0.06% of Holos Integrated Wealth's portfolio in Q2 2026, its #112 holding.
  • Holos Integrated Wealth first reported a position in Merck in Q4 2024 and has held it in 7 quarters since.
  • 1,299 funds tracked by Wall St. Rank held Merck as of Q2 2026.

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