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JNBA Financial Advisors’s Merck MRK Stock Holding History

JNBA Financial 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 		$706K Buy
5,494
+53
+1% +$6.2K 0.05% 124
2026
Q1 		$654K Sell
5,441
-299
-5% -$34.5K 0.05% 127
2025
Q4 		$604K Buy
5,740
+45
+0.8% +$4.22K 0.05% 132
2025
Q3 		$478K Hold
5,695
– – 0.04% 137
2025
Q2 		$451K Hold
5,695
– – 0.04% 140
2025
Q1 		$511K Hold
5,695
– – 0.05% 127
2024
Q4 		$567K Sell
5,695
-93
-2% -$9.59K 0.06% 124
2024
Q3 		$657K Sell
5,788
-48
-0.8% -$5.7K 0.07% 116
2024
Q2 		$722K Sell
5,836
-200
-3% -$25.8K 0.08% 110
2024
Q1 		$796K Sell
6,036
-345
-5% -$42.5K 0.08% 110
2023
Q4 		$696K Buy
6,381
+4
+0.1% +$415 0.08% 117
2023
Q3 		$656K Sell
6,377
-46
-0.7% -$4.96K 0.08% 117
2023
Q2 		$741K Buy
6,423
+50
+0.8% +$5.68K 0.09% 113
2023
Q1 		$678K Sell
6,373
-479
-7% -$51.7K 0.09% 113
2022
Q4 		$760K Sell
6,852
-1,303
-16% -$133K 0.11% 112
2022
Q3 		$702K Sell
8,155
-247
-3% -$22.1K 0.11% 110
2022
Q2 		$766K Sell
8,402
-170
-2% -$15.1K 0.12% 100
2022
Q1 		$703K Sell
8,572
-247
-3% -$19.5K 0.09% 113
2021
Q4 		$676K Buy
8,819
+296
+3% +$23.6K 0.08% 113
2021
Q3 		$640K Buy
8,523
+790
+10% +$60.1K 0.09% 111
2021
Q2 		$601K Buy
7,733
+1,010
+15% +$75.1K 0.08% 108
2021
Q1 		$494K Buy
6,723
+1,405
+26% +$104K 0.07% 119
2020
Q4 		$415K Buy
5,318
+96
+2% +$7.34K 0.07% 121
2020
Q3 		$413K Sell
5,222
-45
-0.9% -$3.52K 0.08% 106
2020
Q2 		$389K Buy
5,267
+52
+1% +$3.92K 0.08% 107
2020
Q1 		$383K Hold
5,215
– – 0.09% 102
2019
Q4 		$453K Buy
5,215
+173
+3% +$14.2K 0.09% 104
2019
Q3 		$405K Buy
5,042
+150
+3% +$12K 0.08% 103
2019
Q2 		$391K Buy
4,892
+616
+14% +$47.2K 0.08% 109
2019
Q1 		$339K Buy
4,276
+1,619
+61% +$121K 0.07% 109
2018
Q4 		$194K Sell
2,657
-6,750
-72% -$477K 0.04% 131
2018
Q3 		$637K Buy
9,407
+6,400
+213% +$408K 0.29% 66
2018
Q2 		$174K Hold
3,007
– – 0.04% 136
2018
Q1 		$156K Sell
3,007
-68
-2% -$3.67K 0.03% 139
2017
Q4 		$165K Sell
3,075
-157
-5% -$8.7K 0.03% 138
2017
Q3 		$197K Buy
3,232
+275
+9% +$16.7K 0.04% 120
2017
Q2 		$181K Hold
2,957
– – 0.04% 124
2017
Q1 		$179K Buy
2,957
+116
+4% +$7.04K 0.04% 124
2016
Q4 		$160K Sell
2,841
-14,674
-84% -$859K 0.04% 128
2016
Q3 		$1.04M Buy
17,515
+14,358
+455% +$840K 0.15% 45
2016
Q2 		$174K Buy
3,157
+96
+3% +$5.11K 0.05% 125
2016
Q1 		$155K Sell
3,061
-879
-22% -$43K 0.06% 121
2015
Q4 		$199K Buy
3,940
+818
+26% +$41.2K 0.08% 99
2015
Q3 		$147K Buy
3,122
+835
+37% +$44.4K 0.06% 112
2015
Q2 		$124K Hold
2,287
– – 0.05% 115
2015
Q1 		$125K Hold
2,287
– – 0.05% 115
2014
Q4 		$124K Sell
2,287
-314
-12% -$17.5K 0.05% 122
2014
Q3 		$147K Buy
2,601
+697
+37% +$39.1K 0.07% 110
2014
Q2 		$105K Buy
1,904
+110
+6% +$6K 0.05% 125
2014
Q1 		$97K Hold
1,794
– – 0.05% 119
2013
Q4 		$86K Buy
1,794
+527
+42% +$24.1K 0.05% 130
2013
Q3 		$58K Hold
1,267
– – 0.04% 152
2013
Q2 		$56K Buy
+1,267
New +$56.6K 0.04% 146

Other funds holding MRK

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

JNBA Financial Advisors's MRK Position: Q2 2026 in Review

JNBA Financial Advisors increased its Merck (MRK) stake by 0.97% in Q2 2026, buying an estimated $6.2K and bringing the position to 5,494 shares worth $706K. The position accounts for 0.05% of the portfolio, ranked #124.

JNBA Financial Advisors first reported a position in MRK in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.04M in Q3 2016. 1,410 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • JNBA Financial Advisors held 5,494 shares of Merck worth $706K as of Q2 2026.
  • JNBA Financial Advisors bought 53 Merck shares in Q2 2026, an estimated $6.2K.
  • Merck made up 0.05% of JNBA Financial Advisors's portfolio in Q2 2026, its #124 holding.
  • JNBA Financial Advisors first reported a position in Merck in Q2 2013 and has held it in 53 quarters since.
  • JNBA Financial Advisors's Merck position peaked at $1.04M in Q3 2016.
  • 1,410 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.