Latko Wealth Management’s Merck MRK Stock Holding History

Latko Wealth Management’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	$4.82M	Sell	37,505 -2,827	-7%	-$331K	2.05%	14
2026 Q1	$4.85M	Buy	40,332 +15,113	+60%	+$1.74M	2.37%	13
2025 Q4	$2.65M	Sell	25,219 -254	-1%	-$23.8K	1.3%	17
2025 Q3	$2.14M	Sell	25,473 -1,073	-4%	-$88.4K	1.08%	17
2025 Q2	$2.1M	Sell	26,546 -888	-3%	-$70.6K	1.18%	15
2025 Q1	$2.46M	Buy	27,434 +219	+0.8%	+$20.4K	1.6%	13
2024 Q4	$2.71M	Sell	27,215 -1,810	-6%	-$187K	1.6%	13
2024 Q3	$3.3M	Buy	+29,025	New	+$3.45M	2%	11

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

Latko Wealth Management's MRK Position: Q2 2026 in Review

Latko Wealth Management reduced its Merck (MRK) stake by 7% in Q2 2026, selling an estimated $331K and leaving 37,505 shares worth $4.82M. The position accounts for 2.05% of the portfolio, ranked #14.

Latko Wealth Management first reported a position in MRK in Q3 2024 and has held it in 8 quarters since. The position peaked at $4.85M in Q1 2026. 1,867 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Latko Wealth Management held 37,505 shares of Merck worth $4.82M as of Q2 2026.
Latko Wealth Management sold 2,827 Merck shares in Q2 2026, an estimated $331K.
Merck made up 2.05% of Latko Wealth Management's portfolio in Q2 2026, its #14 holding.
Latko Wealth Management first reported a position in Merck in Q3 2024 and has held it in 8 quarters since.
Latko Wealth Management's Merck position peaked at $4.85M in Q1 2026.
1,867 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Latko Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.