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JFS Wealth Advisors’s Merck MRK Stock Holding History

JFS 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 		$2.39M Sell
18,599
-620
-3% -$72.6K 0.12% 103
2026
Q1 		$2.31M Buy
19,219
+735
+4% +$84.9K 0.13% 98
2025
Q4 		$1.95M Sell
18,484
-1,334
-7% -$125K 0.11% 110
2025
Q3 		$1.66M Buy
19,818
+1,872
+10% +$154K 0.1% 122
2025
Q2 		$1.42M Sell
17,946
-454
-2% -$36.1K 0.09% 122
2025
Q1 		$1.65M Buy
18,400
+153
+0.8% +$14.3K 0.11% 109
2024
Q4 		$1.82M Sell
18,247
-160
-0.9% -$16.5K 0.12% 96
2024
Q3 		$2.09M Buy
18,407
+5,071
+38% +$602K 0.14% 93
2024
Q2 		$1.65M Sell
13,336
-451
-3% -$58.1K 0.13% 86
2024
Q1 		$1.82M Buy
13,787
+109
+0.8% +$13.4K 0.14% 83
2023
Q4 		$1.49M Buy
13,678
+356
+3% +$37K 0.13% 87
2023
Q3 		$1.37M Buy
13,322
+1,232
+10% +$133K 0.13% 94
2023
Q2 		$1.4M Sell
12,090
-390
-3% -$44.3K 0.13% 100
2023
Q1 		$1.33M Buy
12,480
+1,338
+12% +$144K 0.13% 96
2022
Q4 		$1.24M Buy
11,142
+207
+2% +$21.2K 0.12% 98
2022
Q3 		$942K Buy
10,935
+1,397
+15% +$125K 0.1% 107
2022
Q2 		$870K Buy
9,538
+230
+2% +$20.4K 0.09% 111
2022
Q1 		$764K Buy
9,308
+365
+4% +$28.8K 0.07% 131
2021
Q4 		$685K Buy
8,943
+1,204
+16% +$95.9K 0.06% 139
2021
Q3 		$581K Buy
7,739
+381
+5% +$29K 0.06% 142
2021
Q2 		$572K Sell
7,358
-299
-4% -$22.2K 0.09% 110
2021
Q1 		$563K Sell
7,657
-78
-1% -$5.75K 0.11% 94
2020
Q4 		$604K Buy
7,735
+217
+3% +$16.6K 0.13% 89
2020
Q3 		$595K Hold
7,518
– – 0.14% 86
2020
Q2 		$555K Sell
7,518
-1,349
-15% -$102K 0.14% 88
2020
Q1 		$651K Sell
8,867
-541
-6% -$42.5K 0.2% 79
2019
Q4 		$816K Buy
9,408
+55
+0.6% +$4.52K 0.2% 77
2019
Q3 		$751K Sell
9,353
-182
-2% -$14.6K 0.19% 80
2019
Q2 		$763K Sell
9,535
-14
-0.1% -$1.07K 0.19% 80
2019
Q1 		$758K Sell
9,549
-91
-0.9% -$6.81K 0.2% 80
2018
Q4 		$703K Buy
9,640
+5
+0.1% +$353 0.19% 79
2018
Q3 		$652K Hold
9,635
– – 0.17% 86
2018
Q2 		$558K Sell
9,635
-192
-2% -$10.8K 0.15% 86
2018
Q1 		$511K Buy
9,827
+51
+0.5% +$2.75K 0.13% 85
2017
Q4 		$525K Sell
9,776
-1,257
-11% -$69.7K 0.13% 83
2017
Q3 		$674K Buy
11,033
+1,310
+13% +$79.4K 0.17% 74
2017
Q2 		$595K Buy
9,723
+231
+2% +$14.1K 0.16% 71
2017
Q1 		$533K Hold
9,492
– – 0.14% 84
2016
Q4 		$533K Sell
9,492
-1,354
-12% -$79.2K 0.14% 84
2016
Q3 		$646K Buy
10,846
+42
+0.4% +$2.46K 0.18% 77
2016
Q2 		$594K Sell
10,804
-63
-0.6% -$3.35K 0.16% 84
2016
Q1 		$549K Buy
10,867
+63
+0.6% +$3.09K 0.16% 82
2015
Q4 		$545K Buy
10,804
+107
+1% +$5.39K 0.16% 86
2015
Q3 		$504K Sell
10,697
-2,421
-18% -$129K 0.22% 63
2015
Q2 		$713K Hold
13,118
– – 0.37% 50
2015
Q1 		$719K Sell
13,118
-152
-1% -$8.61K 0.34% 51
2014
Q4 		$719K Buy
13,270
+280
+2% +$15.6K 0.11% 51
2014
Q3 		$735K Buy
12,990
+68
+0.5% +$3.82K 0.13% 38
2014
Q2 		$713K Sell
12,922
-715
-5% -$39K 0.13% 41
2014
Q1 		$739K Sell
13,637
-70
-0.5% -$3.63K 0.41% 46
2013
Q4 		$655K Sell
13,707
-10,374
-43% -$474K 0.29% 54
2013
Q3 		$1.09M Buy
24,081
+1,338
+6% +$61.1K 0.51% 40
2013
Q2 		$1.01M Buy
+22,743
New +$1.02M 0.51% 42

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
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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

JFS Wealth Advisors reduced its Merck (MRK) stake by 3.2% in Q2 2026, selling an estimated $72.6K and leaving 18,599 shares worth $2.39M. The position accounts for 0.12% of the portfolio, ranked #103.

JFS Wealth Advisors first reported a position in MRK in Q2 2013 and has held it in 53 quarters since. 1,689 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • JFS Wealth Advisors held 18,599 shares of Merck worth $2.39M as of Q2 2026.
  • JFS Wealth Advisors sold 620 Merck shares in Q2 2026, an estimated $72.6K.
  • Merck made up 0.12% of JFS Wealth Advisors's portfolio in Q2 2026, its #103 holding.
  • JFS Wealth Advisors first reported a position in Merck in Q2 2013 and has held it in 53 quarters since.
  • 1,689 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.