MFG
MRK icon

Magnus Financial Group’s Merck MRK Stock Holding History

Magnus Financial Group’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 		$945K Sell
7,351
-25
-0.3% -$2.93K 0.07% 165
2026
Q1 		$887K Sell
7,376
-2,107
-22% -$243K 0.07% 163
2025
Q4 		$998K Buy
9,483
+1,704
+22% +$160K 0.08% 174
2025
Q3 		$653K Buy
7,779
+821
+12% +$67.6K 0.05% 212
2025
Q2 		$551K Sell
6,958
-84
-1% -$6.68K 0.05% 219
2025
Q1 		$632K Buy
7,042
+83
+1% +$7.75K 0.06% 194
2024
Q4 		$692K Sell
6,959
-387
-5% -$39.9K 0.07% 180
2024
Q3 		$834K Buy
7,346
+331
+5% +$39.3K 0.08% 167
2024
Q2 		$869K Sell
7,015
-170
-2% -$21.9K 0.1% 150
2024
Q1 		$948K Buy
7,185
+450
+7% +$55.5K 0.11% 132
2023
Q4 		$734K Sell
6,735
-368
-5% -$38.2K 0.1% 146
2023
Q3 		$731K Sell
7,103
-556
-7% -$59.9K 0.11% 139
2023
Q2 		$884K Sell
7,659
-102
-1% -$11.6K 0.13% 123
2023
Q1 		$826K Buy
7,761
+392
+5% +$42.3K 0.13% 128
2022
Q4 		$818K Buy
7,369
+535
+8% +$54.7K 0.13% 124
2022
Q3 		$589K Buy
6,834
+448
+7% +$40K 0.11% 137
2022
Q2 		$582K Buy
6,386
+491
+8% +$43.5K 0.11% 140
2022
Q1 		$484K Buy
5,895
+972
+20% +$76.6K 0.08% 168
2021
Q4 		$377K Buy
4,923
+172
+4% +$13.7K 0.07% 170
2021
Q3 		$357K Buy
4,751
+77
+2% +$5.86K 0.08% 166
2021
Q2 		$364K Buy
4,674
+249
+6% +$18.5K 0.08% 164
2021
Q1 		$325K Sell
4,425
-12,824
-74% -$946K 0.08% 166
2020
Q4 		$1.35M Buy
17,249
+930
+6% +$71.1K 0.13% 61
2020
Q3 		$1.29M Sell
16,319
-5,265
-24% -$412K 0.15% 55
2020
Q2 		$1.59M Sell
21,584
-877
-4% -$66K 0.18% 46
2020
Q1 		$1.65M Buy
22,461
+8,392
+60% +$660K 0.22% 48
2019
Q4 		$1.22M Buy
14,069
+52
+0.4% +$4.27K 0.17% 62
2019
Q3 		$1.13M Buy
14,017
+51
+0.4% +$4.09K 0.21% 55
2019
Q2 		$1.12M Buy
13,966
+352
+3% +$27K 0.22% 60
2019
Q1 		$1.08M Buy
13,614
+2,603
+24% +$195K 0.22% 53
2018
Q4 		$803K Buy
+11,011
New +$777K 0.21% 53

Other funds holding MRK

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

Magnus Financial Group's MRK Position: Q2 2026 in Review

Magnus Financial Group reduced its Merck (MRK) stake by 0.34% in Q2 2026, selling an estimated $2.93K and leaving 7,351 shares worth $945K. The position accounts for 0.07% of the portfolio, ranked #165.

Magnus Financial Group first reported a position in MRK in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.65M in Q1 2020. 1,298 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Magnus Financial Group held 7,351 shares of Merck worth $945K as of Q2 2026.
  • Magnus Financial Group sold 25 Merck shares in Q2 2026, an estimated $2.93K.
  • Merck made up 0.07% of Magnus Financial Group's portfolio in Q2 2026, its #165 holding.
  • Magnus Financial Group first reported a position in Merck in Q4 2018 and has held it in 31 quarters since.
  • Magnus Financial Group's Merck position peaked at $1.65M in Q1 2020.
  • 1,298 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Magnus Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.