Ironwood Financial’s Merck MRK Stock Holding History

Ironwood 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	$669K	Hold	5,395	–	–	0.1%	109
2026 Q1	$649K	Hold	5,395	–	–	0.11%	103
2025 Q4	$589K	Sell	5,395 -162	-3%	-$15.2K	0.1%	110
2025 Q3	$466K	Sell	5,557 -32	-0.6%	-$2.64K	0.08%	115
2025 Q2	$502K	Hold	5,589	–	–	0.11%	109
2025 Q1	$502K	Sell	5,589 -193	-3%	-$18K	0.11%	109
2024 Q4	$575K	Buy	5,782 +50	+0.9%	+$5.16K	0.12%	101
2024 Q3	$651K	Buy	5,732 +52	+0.9%	+$6.18K	0.14%	93
2024 Q2	$703K	Buy	5,680 +35	+0.6%	+$4.51K	0.16%	92
2024 Q1	$745K	Buy	5,645 +33	+0.6%	+$4.07K	0.17%	89
2023 Q4	$612K	Buy	5,612 +83	+2%	+$8.62K	0.15%	96
2023 Q3	$569K	Buy	5,529 +298	+6%	+$32.1K	0.15%	85
2023 Q2	$604K	Buy	5,231 +3	+0.1%	+$341	0.16%	83
2023 Q1	$556K	Buy	5,228 +3	+0.1%	+$324	0.16%	86
2022 Q4	$580K	Buy	5,225 +32	+0.6%	+$3.27K	0.18%	82
2022 Q3	$447K	Buy	5,193 +3	+0.1%	+$268	0.15%	78
2022 Q2	$473K	Buy	5,190 +4	+0.1%	+$355	0.15%	78
2022 Q1	$426K	Buy	5,186 +3	+0.1%	+$237	0.12%	85
2021 Q4	$397K	Buy	5,183 +3	+0.1%	+$239	0.11%	94
2021 Q3	$389K	Buy	5,180 +124	+2%	+$9.43K	0.11%	89
2021 Q2	$393K	Sell	5,056 -240	-5%	-$17.9K	0.12%	89
2021 Q1	$390K	Buy	5,296 +4	+0.1%	+$295	0.13%	87
2020 Q4	$413K	Buy	5,292 +4,877	+1,175%	+$373K	0.15%	76
2020 Q3	$33K	Buy	415 +3	+0.7%	+$235	0.02%	143
2020 Q2	$30K	Buy	412 +4	+1%	+$301	0.02%	141
2020 Q1	$30K	Sell	408 -446	-52%	-$35.1K	0.02%	118
2019 Q4	$74K	Buy	854 +3	+0.4%	+$246	0.03%	88
2019 Q3	$68K	Buy	851 +3	+0.4%	+$240	0.03%	91
2019 Q2	$68K	Buy	848 +2	+0.2%	+$153	0.03%	91
2019 Q1	$67K	Buy	846 +7	+0.8%	+$524	0.03%	90
2018 Q4	$61K	Buy	839 +5	+0.6%	+$353	0.03%	90
2018 Q3	$56K	Buy	834 +445	+114%	+$28.4K	0.03%	100
2018 Q2	$23K	Buy	389 +3	+0.8%	+$169	0.01%	150
2018 Q1	$20K	Buy	386 +3	+0.8%	+$162	0.02%	140
2017 Q4	$21K	Buy	383 +4	+1%	+$222	0.01%	141
2017 Q3	$23K	Buy	379 +2	+0.5%	+$121	0.01%	134
2017 Q2	$23K	Buy	377 +3	+0.8%	+$183	0.01%	125
2017 Q1	$23K	Buy	374 +3	+0.8%	+$182	0.02%	122
2016 Q4	$21K	Buy	371 +2	+0.5%	+$117	0.01%	130
2016 Q3	$22K	Buy	369 +3	+0.8%	+$175	0.02%	127
2016 Q2	$20K	Buy	366 +3	+0.8%	+$160	0.01%	133
2016 Q1	$18K	Buy	+363	New	+$17.8K	0.01%	140
2015 Q3	$17K	Buy	359 +2	+0.6%	+$106	0.01%	181
2015 Q2	$19K	Buy	357 +3	+0.8%	+$168	0.01%	167
2015 Q1	$19K	Sell	354 -8	-2%	-$453	0.01%	165
2014 Q4	$20K	Buy	+362	New	+$20.2K	0.01%	139

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

Ironwood Financial's MRK Position: Q2 2026 in Review

Ironwood Financial held its Merck (MRK) position steady in Q2 2026 at 5,395 shares worth $669K. The position accounts for 0.1% of the portfolio, ranked #109.

Ironwood Financial first reported a position in MRK in Q4 2014 and has held it in 46 quarters since. The position peaked at $745K in Q1 2024. 1,867 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Ironwood Financial held 5,395 shares of Merck worth $669K as of Q2 2026.
Ironwood Financial left its Merck share count unchanged in Q2 2026.
Merck made up 0.1% of Ironwood Financial's portfolio in Q2 2026, its #109 holding.
Ironwood Financial first reported a position in Merck in Q4 2014 and has held it in 46 quarters since.
Ironwood Financial's Merck position peaked at $745K in Q1 2024.
1,867 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Ironwood Financial's 13F filing for Q2 2026, filed 17 Jul 2026.