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Insight Wealth Strategies’s Merck MRK Stock Holding History

Insight Wealth Strategies’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 		$6.81M Buy
54,323
+4,035
+8% +$472K 0.66% 49
2026
Q1 		$6.05M Sell
50,288
-9,815
-16% -$1.13M 0.68% 42
2025
Q4 		$6.33M Buy
60,103
+2,884
+5% +$271K 0.73% 37
2025
Q3 		$4.8M Buy
+57,219
New +$4.71M 0.57% 56
2024
Q1 		– Sell
-21,281
Closed -$2.32M – 177
2023
Q4 		$2.32M Buy
21,281
+615
+3% +$63.8K 0.37% 47
2023
Q3 		$2.13M Buy
20,666
+1,676
+9% +$181K 0.41% 42
2023
Q2 		$2.19M Sell
18,990
-436
-2% -$49.5K 0.42% 39
2023
Q1 		$2.07M Sell
19,426
-1,989
-9% -$215K 0.41% 36
2022
Q4 		$2.38M Sell
21,415
-848
-4% -$86.7K 0.46% 28
2022
Q3 		$2.03M Hold
22,263
– – 0.38% 35
2022
Q2 		$2.03M Buy
22,263
+1,169
+6% +$104K 0.38% 35
2022
Q1 		$1.73M Buy
21,094
+3,142
+18% +$248K 0.26% 63
2021
Q4 		$1.38M Buy
17,952
+3,020
+20% +$241K 0.2% 79
2021
Q3 		$1.12M Buy
14,932
+1,113
+8% +$84.6K 0.16% 86
2021
Q2 		$1.07M Sell
13,819
-4,768
-26% -$355K 0.15% 89
2021
Q1 		$1.37M Buy
18,587
+9,325
+101% +$688K 0.18% 80
2020
Q4 		$723K Buy
9,262
+56
+0.6% +$4.28K 0.12% 94
2020
Q3 		$729K Buy
9,206
+526
+6% +$41.2K 0.14% 72
2020
Q2 		$640K Buy
8,680
+167
+2% +$12.6K 0.14% 68
2020
Q1 		$625K Sell
8,513
-3,610
-30% -$284K 0.17% 61
2019
Q4 		$1.05M Buy
12,123
+1,321
+12% +$109K 0.22% 80
2019
Q3 		$868K Buy
10,802
+2,097
+24% +$168K 0.2% 79
2019
Q2 		$696K Buy
8,705
+153
+2% +$11.7K 0.17% 84
2019
Q1 		$679K Buy
8,552
+984
+13% +$73.6K 0.19% 77
2018
Q4 		$552K Buy
+7,568
New +$534K 0.17% 79

Other funds holding MRK

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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Insight Wealth Strategies's MRK Position: Q2 2026 in Review

Insight Wealth Strategies increased its Merck (MRK) stake by 8% in Q2 2026, buying an estimated $472K and bringing the position to 54,323 shares worth $6.81M. The position accounts for 0.66% of the portfolio, ranked #49.

Insight Wealth Strategies first reported a position in MRK in Q4 2018 and has held it in 25 quarters since. 1,533 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Insight Wealth Strategies held 54,323 shares of Merck worth $6.81M as of Q2 2026.
  • Insight Wealth Strategies bought 4,035 Merck shares in Q2 2026, an estimated $472K.
  • Merck made up 0.66% of Insight Wealth Strategies's portfolio in Q2 2026, its #49 holding.
  • Insight Wealth Strategies first reported a position in Merck in Q4 2018 and has held it in 25 quarters since.
  • 1,533 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Insight Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.