Integris Wealth Management’s Merck MRK Stock Holding History

Integris 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	$421K	Buy	3,277 +386	+13%	+$45.2K	0.09%	82
2026 Q1	$348K	Hold	2,891	–	–	0.08%	81
2025 Q4	$304K	Hold	2,891	–	–	0.07%	91
2025 Q3	$243K	Hold	2,891	–	–	0.06%	105
2025 Q2	$229K	Buy	2,891 +465	+19%	+$37K	0.06%	105
2025 Q1	$218K	Sell	2,426 -28	-1%	-$2.61K	0.06%	100
2024 Q4	$244K	Hold	2,454	–	–	0.07%	90
2024 Q3	$279K	Hold	2,454	–	–	0.08%	79
2024 Q2	$304K	Hold	2,454	–	–	0.09%	72
2024 Q1	$324K	Sell	2,454 -60	-2%	-$7.39K	0.09%	67
2023 Q4	$274K	Hold	2,514	–	–	0.08%	78
2023 Q3	$259K	Hold	2,514	–	–	0.08%	78
2023 Q2	$290K	Sell	2,514 -329	-12%	-$37.4K	0.1%	63
2023 Q1	$302K	Hold	2,843	–	–	0.11%	61
2022 Q4	$315K	Buy	+2,843	New	+$291K	0.12%	58

Other funds holding MRK

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

Integris Wealth Management's MRK Position: Q2 2026 in Review

Integris Wealth Management increased its Merck (MRK) stake by 13% in Q2 2026, buying an estimated $45.2K and bringing the position to 3,277 shares worth $421K. The position accounts for 0.09% of the portfolio, ranked #82.

Integris Wealth Management first reported a position in MRK in Q4 2022 and has held it in 15 quarters since. 1,299 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Integris Wealth Management held 3,277 shares of Merck worth $421K as of Q2 2026.
Integris Wealth Management bought 386 Merck shares in Q2 2026, an estimated $45.2K.
Merck made up 0.09% of Integris Wealth Management's portfolio in Q2 2026, its #82 holding.
Integris Wealth Management first reported a position in Merck in Q4 2022 and has held it in 15 quarters since.
1,299 funds tracked by Wall St. Rank held Merck as of Q2 2026.

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