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Laurel Oak Wealth Management’s Merck MRK Stock Holding History

Laurel Oak 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 		$1.49M Sell
11,626
-250
-2% -$29.3K 0.22% 85
2026
Q1 		$1.43M Buy
11,876
+1,821
+18% +$210K 0.24% 81
2025
Q4 		$1.06M Buy
+10,055
New +$944K 0.18% 103

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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Laurel Oak Wealth Management's MRK Position: Q2 2026 in Review

Laurel Oak Wealth Management reduced its Merck (MRK) stake by 2.1% in Q2 2026, selling an estimated $29.3K and leaving 11,626 shares worth $1.49M. The position accounts for 0.22% of the portfolio, ranked #85.

Laurel Oak Wealth Management first reported a position in MRK in Q4 2025 and has held it in 3 quarters since. 1,867 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Laurel Oak Wealth Management held 11,626 shares of Merck worth $1.49M as of Q2 2026.
  • Laurel Oak Wealth Management sold 250 Merck shares in Q2 2026, an estimated $29.3K.
  • Merck made up 0.22% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #85 holding.
  • Laurel Oak Wealth Management first reported a position in Merck in Q4 2025 and has held it in 3 quarters since.
  • 1,867 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.