Joule Financial’s Merck MRK Stock Holding History

Joule 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	$555K	Buy	4,322 +6	+0.1%	+$702	0.15%	61
2026 Q1	$519K	Sell	4,316 -11	-0.3%	-$1.27K	0.15%	62
2025 Q4	$459K	Buy	4,327 +150	+4%	+$14.1K	0.14%	65
2025 Q3	$351K	Sell	4,177 -173	-4%	-$14.2K	0.11%	79
2025 Q2	$344K	Buy	4,350 +684	+19%	+$54.4K	0.11%	79
2025 Q1	$329K	Sell	3,666 -30	-0.8%	-$2.8K	0.12%	77
2024 Q4	$368K	Sell	3,696 -118	-3%	-$12.2K	0.13%	72
2024 Q3	$433K	Buy	3,814 +318	+9%	+$37.8K	0.16%	68
2024 Q2	$436K	Sell	3,496 -74	-2%	-$9.53K	0.18%	66
2024 Q1	$474K	Buy	3,570 +314	+10%	+$38.7K	0.2%	54
2023 Q4	$355K	Sell	3,256 -2,372	-42%	-$246K	0.16%	74
2023 Q3	$579K	Sell	5,628 -2,500	-31%	-$269K	0.3%	47
2023 Q2	$938K	Buy	8,128 +284	+4%	+$32.2K	0.48%	28
2023 Q1	$835K	Buy	7,844 +223	+3%	+$24.1K	0.45%	30
2022 Q4	$846K	Buy	7,621 +143	+2%	+$14.6K	0.56%	28
2022 Q3	$644K	Buy	7,478 +1,198	+19%	+$107K	0.48%	37
2022 Q2	$577K	Buy	+6,280	New	+$557K	0.45%	39

Other funds holding MRK

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

Joule Financial's MRK Position: Q2 2026 in Review

Joule Financial increased its Merck (MRK) stake by 0.14% in Q2 2026, buying an estimated $702 and bringing the position to 4,322 shares worth $555K. The position accounts for 0.15% of the portfolio, ranked #61.

Joule Financial first reported a position in MRK in Q2 2022 and has held it in 17 quarters since. The position peaked at $938K in Q2 2023. 1,299 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Joule Financial held 4,322 shares of Merck worth $555K as of Q2 2026.
Joule Financial bought 6 Merck shares in Q2 2026, an estimated $702.
Merck made up 0.15% of Joule Financial's portfolio in Q2 2026, its #61 holding.
Joule Financial first reported a position in Merck in Q2 2022 and has held it in 17 quarters since.
Joule Financial's Merck position peaked at $938K in Q2 2023.
1,299 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Joule Financial's 13F filing for Q2 2026, filed 15 Jul 2026.