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Independent Solutions Wealth Management’s Merck MRK Stock Holding History

Independent Solutions Wealth Management’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 		$3.71M Sell
28,910
-138
-0.5% -$16.2K 0.48% 58
2026
Q1 		$3.49M Buy
29,048
+9,528
+49% +$1.1M 0.51% 55
2025
Q4 		$2.05M Buy
19,520
+1,244
+7% +$117K 0.38% 82
2025
Q3 		$1.53M Buy
18,276
+36
+0.2% +$2.96K 0.27% 98
2025
Q2 		$1.44M Buy
18,240
+1,168
+7% +$92.8K 0.28% 98
2025
Q1 		$1.53M Buy
17,072
+896
+6% +$83.7K 0.34% 91
2024
Q4 		$1.61M Sell
16,176
-13,839
-46% -$1.43M 0.35% 89
2024
Q3 		$3.41M Buy
30,015
+279
+0.9% +$33.1K 0.77% 38
2024
Q2 		$3.68M Sell
29,736
-303
-1% -$39K 0.84% 35
2024
Q1 		$3.96M Buy
30,039
+25
+0.1% +$3.08K 0.94% 28
2023
Q4 		$3.27M Buy
30,014
+1,593
+6% +$165K 0.84% 36
2023
Q3 		$2.93M Buy
28,421
+1,668
+6% +$180K 0.76% 33
2023
Q2 		$3.09M Buy
26,753
+1,363
+5% +$155K 0.78% 31
2023
Q1 		$2.7M Buy
25,390
+1,473
+6% +$159K 0.8% 33
2022
Q4 		$2.65M Buy
23,917
+978
+4% +$100K 0.81% 32
2022
Q3 		$1.98M Buy
22,939
+1,561
+7% +$139K 0.65% 41
2022
Q2 		$1.95M Buy
21,378
+6,265
+41% +$555K 0.61% 41
2022
Q1 		$1.24M Buy
15,113
+3,693
+32% +$291K 0.29% 83
2021
Q4 		$875K Buy
11,420
+995
+10% +$79.3K 0.21% 97
2021
Q3 		$783K Buy
10,425
+1,675
+19% +$127K 0.19% 103
2021
Q2 		$680K Buy
8,750
+4,997
+133% +$372K 0.17% 115
2021
Q1 		$276K Sell
3,753
-261
-7% -$19.3K 0.08% 157
2020
Q4 		$313K Sell
4,014
-2,824
-41% -$216K 0.1% 139
2020
Q3 		$541K Buy
6,838
+213
+3% +$16.7K 0.21% 91
2020
Q2 		$489K Buy
6,625
+2,903
+78% +$219K 0.21% 91
2020
Q1 		$273K Buy
3,722
+71
+2% +$5.58K 0.15% 104
2019
Q4 		$317K Buy
+3,651
New +$300K 0.14% 122

Other funds holding MRK

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
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

Independent Solutions Wealth Management's MRK Position: Q2 2026 in Review

Independent Solutions Wealth Management reduced its Merck (MRK) stake by 0.48% in Q2 2026, selling an estimated $16.2K and leaving 28,910 shares worth $3.71M. The position accounts for 0.48% of the portfolio, ranked #58.

Independent Solutions Wealth Management first reported a position in MRK in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.96M in Q1 2024. 1,660 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Independent Solutions Wealth Management held 28,910 shares of Merck worth $3.71M as of Q2 2026.
  • Independent Solutions Wealth Management sold 138 Merck shares in Q2 2026, an estimated $16.2K.
  • Merck made up 0.48% of Independent Solutions Wealth Management's portfolio in Q2 2026, its #58 holding.
  • Independent Solutions Wealth Management first reported a position in Merck in Q4 2019 and has held it in 27 quarters since.
  • Independent Solutions Wealth Management's Merck position peaked at $3.96M in Q1 2024.
  • 1,660 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.