Instrumental Wealth’s Merck MRK Stock Holding History

Instrumental 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	$240K	Buy	1,864 +119	+7%	+$13.9K	0.12%	79
2026 Q1	$210K	Buy	+1,745	New	+$201K	0.13%	68
2025 Q4	–	Sell	-3,388	Closed	-$292K	–	78
2025 Q3	$292K	Buy	3,388 +182	+6%	+$15K	0.21%	49
2025 Q2	$261K	Buy	3,206 +141	+5%	+$11.2K	0.21%	48
2025 Q1	$254K	Sell	3,065 -340	-10%	-$31.7K	0.23%	47
2024 Q4	$305K	Sell	3,405 -233	-6%	-$24K	0.29%	38
2024 Q3	$399K	Sell	3,638 -32	-0.9%	-$3.8K	0.39%	27
2024 Q2	$462K	Buy	3,670 +56	+2%	+$7.21K	0.48%	24
2024 Q1	$456K	Buy	3,614 +279	+8%	+$34.4K	0.2%	26
2023 Q4	$396K	Sell	3,335 -73	-2%	-$7.58K	0.43%	23
2023 Q3	$355K	Buy	3,408 +249	+8%	+$26.8K	0.41%	21
2023 Q2	$339K	Sell	3,159 -14	-0.4%	-$1.59K	0.41%	19
2023 Q1	$375K	Buy	+3,173	New	+$343K	0.5%	17

Other funds holding MRK

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

AAMU

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

Instrumental Wealth's MRK Position: Q2 2026 in Review

Instrumental Wealth increased its Merck (MRK) stake by 6.8% in Q2 2026, buying an estimated $13.9K and bringing the position to 1,864 shares worth $240K. The position accounts for 0.12% of the portfolio, ranked #79.

Instrumental Wealth first reported a position in MRK in Q1 2023 and has held it in 13 quarters since. The position peaked at $462K in Q2 2024. 1,378 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Instrumental Wealth held 1,864 shares of Merck worth $240K as of Q2 2026.
Instrumental Wealth bought 119 Merck shares in Q2 2026, an estimated $13.9K.
Merck made up 0.12% of Instrumental Wealth's portfolio in Q2 2026, its #79 holding.
Instrumental Wealth first reported a position in Merck in Q1 2023 and has held it in 13 quarters since.
Instrumental Wealth's Merck position peaked at $462K in Q2 2024.
1,378 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Instrumental Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.