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InvesTrust’s Merck MRK Stock Holding History

InvesTrust’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 		$1.05M Sell
8,198
-113
-1% -$13.2K 0.41% 65
2026
Q1 		$1,000K Sell
8,311
-50
-0.6% -$5.77K 0.42% 63
2025
Q4 		$880K Sell
8,361
-699
-8% -$65.6K 0.34% 67
2025
Q3 		$760K Hold
9,060
– – 0.28% 71
2025
Q2 		$717K Hold
9,060
– – 0.28% 72
2025
Q1 		$813K Hold
9,060
– – 0.22% 66
2024
Q4 		$891K Buy
+9,060
New +$934K 0.25% 64

Other funds holding MRK

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
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
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

InvesTrust's MRK Position: Q2 2026 in Review

InvesTrust reduced its Merck (MRK) stake by 1.4% in Q2 2026, selling an estimated $13.2K and leaving 8,198 shares worth $1.05M. The position accounts for 0.41% of the portfolio, ranked #65.

InvesTrust first reported a position in MRK in Q4 2024 and has held it in 7 quarters since. 1,867 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • InvesTrust held 8,198 shares of Merck worth $1.05M as of Q2 2026.
  • InvesTrust sold 113 Merck shares in Q2 2026, an estimated $13.2K.
  • Merck made up 0.41% of InvesTrust's portfolio in Q2 2026, its #65 holding.
  • InvesTrust first reported a position in Merck in Q4 2024 and has held it in 7 quarters since.
  • 1,867 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on InvesTrust's 13F filing for Q2 2026, filed 14 Jul 2026.