Invenio Wealth Partners’s Merck MRK Stock Holding History

Invenio Wealth Partners’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	$715K	Sell	5,564 -68	-1%	-$7.96K	0.26%	46
2026 Q1	$677K	Sell	5,632 -1,278	-18%	-$148K	0.27%	43
2025 Q4	$727K	Sell	6,910 -318	-4%	-$29.9K	0.27%	44
2025 Q3	$607K	Buy	7,228 +33	+0.5%	+$2.72K	0.22%	54
2025 Q2	$570K	Buy	7,195 +2,789	+63%	+$222K	0.23%	53
2025 Q1	$395K	Buy	4,406 +874	+25%	+$81.6K	0.17%	61
2024 Q4	$351K	Sell	3,532 -1,148	-25%	-$118K	0.15%	67
2024 Q3	$531K	Sell	4,680 -124	-3%	-$14.7K	0.23%	51
2024 Q2	$595K	Sell	4,804 -60	-1%	-$7.73K	0.29%	46
2024 Q1	$642K	Sell	4,864 -304	-6%	-$37.5K	0.35%	43
2023 Q4	$563K	Buy	5,168 +838	+19%	+$87K	0.41%	45
2023 Q3	$446K	Buy	4,330 +372	+9%	+$40.1K	0.41%	49
2023 Q2	$457K	Buy	+3,958	New	+$449K	0.52%	39

Other funds holding MRK

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

Invenio Wealth Partners's MRK Position: Q2 2026 in Review

Invenio Wealth Partners reduced its Merck (MRK) stake by 1.2% in Q2 2026, selling an estimated $7.96K and leaving 5,564 shares worth $715K. The position accounts for 0.26% of the portfolio, ranked #46.

Invenio Wealth Partners first reported a position in MRK in Q2 2023 and has held it in 13 quarters since. The position peaked at $727K in Q4 2025. 1,867 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Invenio Wealth Partners held 5,564 shares of Merck worth $715K as of Q2 2026.
Invenio Wealth Partners sold 68 Merck shares in Q2 2026, an estimated $7.96K.
Merck made up 0.26% of Invenio Wealth Partners's portfolio in Q2 2026, its #46 holding.
Invenio Wealth Partners first reported a position in Merck in Q2 2023 and has held it in 13 quarters since.
Invenio Wealth Partners's Merck position peaked at $727K in Q4 2025.
1,867 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Invenio Wealth Partners's 13F filing for Q2 2026, filed 30 Jul 2026.