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IFP Advisors’s Merck MRK Stock Holding History

IFP 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
2017
Q4 		– Sell
-34,794
Closed -$2.13M – 3990
2017
Q3 		$2.13M Buy
+34,794
New +$2.11M 0.08% 254

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

IFP Advisors's MRK Position: Q2 2026 in Review

IFP Advisors increased its Merck (MRK) stake by 4% in Q2 2026, buying an estimated $141K and bringing the position to 30,895 shares worth $3.97M. The position accounts for 0.07% of the portfolio, ranked #303.

IFP Advisors first reported a position in MRK in Q4 2015 and has held it in 42 quarters since. The position peaked at $5.89M in Q3 2017. 1,299 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • IFP Advisors held 30,895 shares of Merck worth $3.97M as of Q2 2026.
  • IFP Advisors bought 1,202 Merck shares in Q2 2026, an estimated $141K.
  • Merck made up 0.07% of IFP Advisors's portfolio in Q2 2026, its #303 holding.
  • IFP Advisors first reported a position in Merck in Q4 2015 and has held it in 42 quarters since.
  • IFP Advisors's Merck position peaked at $5.89M in Q3 2017.
  • 1,299 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.