IRON Financial’s Merck MRK Stock Holding History

IRON Financial’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	$237K	Buy	1,847 +91	+5%	+$10.7K	0.1%	133
2026 Q1	$211K	Buy	+1,756	New	+$203K	0.09%	136
2024 Q3	–	Sell	-1,811	Closed	-$224K	–	122
2024 Q2	$224K	Buy	1,811 +80	+5%	+$10.3K	0.13%	90
2024 Q1	$228K	Buy	+1,731	New	+$213K	0.13%	88
2023 Q3	–	Sell	-2,056	Closed	-$237K	–	112
2023 Q2	$237K	Sell	2,056 -94	-4%	-$10.7K	0.13%	82
2023 Q1	$229K	Sell	2,150 -8,296	-79%	-$896K	0.13%	84
2022 Q4	$1.16M	Sell	10,446 -419	-4%	-$42.8K	0.67%	34
2022 Q3	$936K	Buy	10,865 +567	+6%	+$50.6K	0.51%	33
2022 Q2	$939K	Buy	10,298 +1,282	+14%	+$114K	0.49%	36
2022 Q1	$740K	Buy	9,016 +1,016	+13%	+$80.1K	0.34%	45
2021 Q4	$613K	Buy	8,000 +792	+11%	+$63.1K	0.27%	46
2021 Q3	$541K	Buy	+7,208	New	+$548K	0.26%	43
2020 Q1	–	Sell	-2,432	Closed	-$211K	–	114
2019 Q4	$211K	Buy	+2,432	New	+$200K	0.1%	106

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

IRON Financial's MRK Position: Q2 2026 in Review

IRON Financial increased its Merck (MRK) stake by 5.2% in Q2 2026, buying an estimated $10.7K and bringing the position to 1,847 shares worth $237K. The position accounts for 0.1% of the portfolio, ranked #133.

IRON Financial first reported a position in MRK in Q4 2019 and has held it in 13 quarters since. The position peaked at $1.16M in Q4 2022. 1,867 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

IRON Financial held 1,847 shares of Merck worth $237K as of Q2 2026.
IRON Financial bought 91 Merck shares in Q2 2026, an estimated $10.7K.
Merck made up 0.1% of IRON Financial's portfolio in Q2 2026, its #133 holding.
IRON Financial first reported a position in Merck in Q4 2019 and has held it in 13 quarters since.
IRON Financial's Merck position peaked at $1.16M in Q4 2022.
1,867 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on IRON Financial's 13F filing for Q2 2026, filed 22 Jul 2026.