IWN
MRK icon

Independent Wealth Network’s Merck MRK Stock Holding History

Independent Wealth Network’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 		$301K Sell
2,346
-63
-3% -$7.37K 0.08% 246
2026
Q1 		$290K Sell
2,409
-1,375
-36% -$159K 0.09% 223
2025
Q4 		$398K Sell
3,784
-35
-0.9% -$3.29K 0.12% 179
2025
Q3 		$321K Sell
3,819
-99
-3% -$8.15K 0.1% 197
2025
Q2 		$310K Buy
3,918
+277
+8% +$22K 0.11% 188
2025
Q1 		$327K Buy
3,641
+1,032
+40% +$96.4K 0.13% 174
2024
Q4 		$260K Buy
2,609
+119
+5% +$12.3K 0.11% 189
2024
Q3 		$283K Buy
2,490
+86
+4% +$10.2K 0.13% 174
2024
Q2 		$298K Sell
2,404
-39
-2% -$5.02K 0.14% 170
2024
Q1 		$322K Sell
2,443
-246
-9% -$30.3K 0.15% 161
2023
Q4 		$293K Sell
2,689
-23
-0.8% -$2.39K 0.15% 153
2023
Q3 		$279K Sell
2,712
-537
-17% -$57.9K 0.17% 149
2023
Q2 		$375K Sell
3,249
-347
-10% -$39.4K 0.23% 115
2023
Q1 		$383K Sell
3,596
-253
-7% -$27.3K 0.24% 102
2022
Q4 		$427K Sell
3,849
-68
-2% -$6.95K 0.29% 81
2022
Q3 		$337K Sell
3,917
-36
-0.9% -$3.21K 0.26% 106
2022
Q2 		$360K Buy
3,953
+213
+6% +$18.9K 0.26% 103
2022
Q1 		$307K Buy
3,740
+283
+8% +$22.3K 0.19% 139
2021
Q4 		$265K Buy
3,457
+21
+0.6% +$1.67K 0.16% 152
2021
Q3 		$305K Buy
+3,436
New +$261K 0.2% 131

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

Independent Wealth Network's MRK Position: Q2 2026 in Review

Independent Wealth Network reduced its Merck (MRK) stake by 2.6% in Q2 2026, selling an estimated $7.37K and leaving 2,346 shares worth $301K. The position accounts for 0.08% of the portfolio, ranked #246.

Independent Wealth Network first reported a position in MRK in Q3 2021 and has held it in 20 quarters since. The position peaked at $427K in Q4 2022. 1,175 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Independent Wealth Network held 2,346 shares of Merck worth $301K as of Q2 2026.
  • Independent Wealth Network sold 63 Merck shares in Q2 2026, an estimated $7.37K.
  • Merck made up 0.08% of Independent Wealth Network's portfolio in Q2 2026, its #246 holding.
  • Independent Wealth Network first reported a position in Merck in Q3 2021 and has held it in 20 quarters since.
  • Independent Wealth Network's Merck position peaked at $427K in Q4 2022.
  • 1,175 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.