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Intergy Private Wealth’s Merck MRK Stock Holding History

Intergy Private 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 		$527K Buy
4,099
+305
+8% +$35.7K 0.12% 69
2026
Q1 		$456K Sell
3,794
-66
-2% -$7.62K 0.13% 69
2025
Q4 		$406K Buy
3,860
+511
+15% +$48K 0.12% 77
2025
Q3 		$281K Buy
3,349
+403
+14% +$33.2K 0.09% 86
2025
Q2 		$233K Buy
2,946
+133
+5% +$10.6K 0.08% 90
2025
Q1 		$252K Sell
2,813
-939
-25% -$87.7K 0.1% 83
2024
Q4 		$373K Buy
3,752
+609
+19% +$62.8K 0.14% 67
2024
Q3 		$357K Buy
3,143
+80
+3% +$9.5K 0.14% 68
2024
Q2 		$379K Buy
3,063
+50
+2% +$6.44K 0.16% 64
2024
Q1 		$398K Buy
3,013
+6
+0.2% +$740 0.16% 63
2023
Q4 		$328K Buy
3,007
+36
+1% +$3.74K 0.14% 61
2023
Q3 		$306K Sell
2,971
-40
-1% -$4.31K 0.15% 62
2023
Q2 		$347K Buy
3,011
+110
+4% +$12.5K 0.17% 59
2023
Q1 		$309K Buy
2,901
+10
+0.3% +$1.08K 0.17% 58
2022
Q4 		$321K Buy
+2,891
New +$296K 0.2% 54

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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 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
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Intergy Private Wealth's MRK Position: Q2 2026 in Review

Intergy Private Wealth increased its Merck (MRK) stake by 8% in Q2 2026, buying an estimated $35.7K and bringing the position to 4,099 shares worth $527K. The position accounts for 0.12% of the portfolio, ranked #69.

Intergy Private Wealth first reported a position in MRK in Q4 2022 and has held it in 15 quarters since. 916 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Intergy Private Wealth held 4,099 shares of Merck worth $527K as of Q2 2026.
  • Intergy Private Wealth bought 305 Merck shares in Q2 2026, an estimated $35.7K.
  • Merck made up 0.12% of Intergy Private Wealth's portfolio in Q2 2026, its #69 holding.
  • Intergy Private Wealth first reported a position in Merck in Q4 2022 and has held it in 15 quarters since.
  • 916 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Intergy Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.