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IVC Wealth Advisors’s Merck MRK Stock Holding History

IVC Wealth Advisors’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 		$2.72M Sell
21,139
-55
-0.3% -$6.44K 1.06% 18
2026
Q1 		$2.55M Sell
21,194
-463
-2% -$53.5K 1.11% 19
2025
Q4 		$2.28M Buy
21,657
+2,913
+16% +$273K 0.99% 20
2025
Q3 		$1.57M Sell
18,744
-462
-2% -$38.1K 0.7% 26
2025
Q2 		$1.52M Sell
19,206
-193
-1% -$15.3K 0.74% 28
2025
Q1 		$1.74M Sell
19,399
-866
-4% -$80.9K 0.94% 22
2024
Q4 		$2.02M Sell
20,265
-1,121
-5% -$116K 1.13% 17
2024
Q3 		$2.43M Sell
21,386
-416
-2% -$49.4K 1.33% 15
2024
Q2 		$2.7M Buy
21,802
+42
+0.2% +$5.41K 1.51% 12
2024
Q1 		$2.87M Buy
21,760
+592
+3% +$73K 1.66% 10
2023
Q4 		$2.31M Buy
21,168
+425
+2% +$44.1K 1.43% 13
2023
Q3 		$2.14M Buy
20,743
+25
+0.1% +$2.69K 1.43% 10
2023
Q2 		$2.39M Sell
20,718
-62
-0.3% -$7.04K 1.51% 8
2023
Q1 		$2.21M Sell
20,780
-330
-2% -$35.6K 1.57% 8
2022
Q4 		$2.34M Sell
21,110
-62
-0.3% -$6.34K 1.73% 6
2022
Q3 		$1.82M Buy
21,172
+1
+0% +$89 1.47% 13
2022
Q2 		$1.93M Buy
21,171
+143
+0.7% +$12.7K 1.49% 12
2022
Q1 		$1.73M Buy
21,028
+786
+4% +$62K 1.13% 16
2021
Q4 		$1.55M Buy
20,242
+11
+0.1% +$876 1% 21
2021
Q3 		$1.52M Sell
20,231
-443
-2% -$33.7K 1.05% 22
2021
Q2 		$1.61M Sell
20,674
-571
-3% -$42.5K 1.13% 17
2021
Q1 		$1.56M Buy
21,245
+264
+1% +$19.5K 1.23% 15
2020
Q4 		$1.64M Buy
+20,981
New +$1.6M 1.56% 12

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
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
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

IVC Wealth Advisors's MRK Position: Q2 2026 in Review

IVC Wealth Advisors reduced its Merck (MRK) stake by 0.26% in Q2 2026, selling an estimated $6.44K and leaving 21,139 shares worth $2.72M. The position accounts for 1.06% of the portfolio, ranked #18.

IVC Wealth Advisors first reported a position in MRK in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.87M in Q1 2024. 711 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • IVC Wealth Advisors held 21,139 shares of Merck worth $2.72M as of Q2 2026.
  • IVC Wealth Advisors sold 55 Merck shares in Q2 2026, an estimated $6.44K.
  • Merck made up 1.06% of IVC Wealth Advisors's portfolio in Q2 2026, its #18 holding.
  • IVC Wealth Advisors first reported a position in Merck in Q4 2020 and has held it in 23 quarters since.
  • IVC Wealth Advisors's Merck position peaked at $2.87M in Q1 2024.
  • 711 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on IVC Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.