Legacy Advisory Services’s Merck MRK Stock Holding History

Legacy Advisory Services’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	$526K	Sell	4,097 -259	-6%	-$30.3K	0.37%	29
2026 Q1	$524K	Buy	+4,356	New	+$503K	0.4%	24
2025 Q2	–	Sell	-4,494	Closed	-$403K	–	49
2025 Q1	$403K	Buy	4,494 +926	+26%	+$86.5K	0.34%	37
2024 Q4	$355K	Hold	3,568	–	–	0.3%	43
2024 Q3	$405K	Hold	3,568	–	–	0.35%	40
2024 Q2	$442K	Hold	3,568	–	–	0.4%	35
2024 Q1	$471K	Sell	3,568 -60	-2%	-$7.39K	0.45%	32
2023 Q4	$396K	Buy	+3,628	New	+$377K	0.42%	32

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

Legacy Advisory Services's MRK Position: Q2 2026 in Review

Legacy Advisory Services reduced its Merck (MRK) stake by 5.9% in Q2 2026, selling an estimated $30.3K and leaving 4,097 shares worth $526K. The position accounts for 0.37% of the portfolio, ranked #29.

Legacy Advisory Services first reported a position in MRK in Q4 2023 and has held it in 8 quarters since. 1,299 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Legacy Advisory Services held 4,097 shares of Merck worth $526K as of Q2 2026.
Legacy Advisory Services sold 259 Merck shares in Q2 2026, an estimated $30.3K.
Merck made up 0.37% of Legacy Advisory Services's portfolio in Q2 2026, its #29 holding.
Legacy Advisory Services first reported a position in Merck in Q4 2023 and has held it in 8 quarters since.
1,299 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Legacy Advisory Services's 13F filing for Q2 2026, filed 21 Jul 2026.