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LifeSteps Financial’s Merck MRK Stock Holding History

LifeSteps 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 		$103K Buy
+805
New +$94.2K 0.05% 152
2024
Q2 		– Sell
-775
Closed -$102K – 282
2024
Q1 		$102K Buy
+775
New +$95.5K 0.08% 110

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
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
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

LifeSteps Financial's MRK Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Merck (MRK) in Q2 2026: 805 shares worth $103K. The stake represents 0.05% of the portfolio and ranks #152 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in MRK as recently as Q1 2024.

LifeSteps Financial first reported a position in MRK in Q1 2024 and has held it in 2 quarters since. 1,752 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • LifeSteps Financial held 805 shares of Merck worth $103K as of Q2 2026.
  • Merck was a new LifeSteps Financial position in Q2 2026.
  • Merck made up 0.05% of LifeSteps Financial's portfolio in Q2 2026, its #152 holding.
  • LifeSteps Financial first reported a position in Merck in Q1 2024 and has held it in 2 quarters since.
  • 1,752 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.