Maia Wealth’s Merck MRK Stock Holding History

Maia Wealth’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	$232K	Buy	1,808 +83	+5%	+$9.71K	0.03%	328
2026 Q1	$207K	Sell	1,725 -13	-0.7%	-$1.5K	0.04%	334
2025 Q4	$207K	Sell	1,738 -649	-27%	-$60.9K	0.04%	327
2025 Q3	$207K	Buy	+2,387	New	+$197K	0.03%	328
2025 Q2	–	Sell	-2,539	Closed	-$201K	–	332
2025 Q1	$201K	Sell	2,539 -103	-4%	-$9.62K	0.05%	285
2024 Q4	$259K	Sell	2,642 -979	-27%	-$101K	0.06%	255
2024 Q3	$383K	Buy	3,621 +76	+2%	+$9.03K	0.09%	167
2024 Q2	$454K	Buy	+3,545	New	+$457K	0.14%	129
2023 Q4	$308K	Buy	+2,822	New	+$293K	0.12%	143

Other funds holding MRK

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

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

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

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Maia Wealth's MRK Position: Q2 2026 in Review

Maia Wealth increased its Merck (MRK) stake by 4.8% in Q2 2026, buying an estimated $9.71K and bringing the position to 1,808 shares worth $232K. The position accounts for 0.03% of the portfolio, ranked #328.

Maia Wealth first reported a position in MRK in Q4 2023 and has held it in 9 quarters since. The position peaked at $454K in Q2 2024. 1,532 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Maia Wealth held 1,808 shares of Merck worth $232K as of Q2 2026.
Maia Wealth bought 83 Merck shares in Q2 2026, an estimated $9.71K.
Merck made up 0.03% of Maia Wealth's portfolio in Q2 2026, its #328 holding.
Maia Wealth first reported a position in Merck in Q4 2023 and has held it in 9 quarters since.
Maia Wealth's Merck position peaked at $454K in Q2 2024.
1,532 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Maia Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.