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McClarren Financial Advisors’s Merck MRK Stock Holding History

McClarren Financial Advisors’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 		$239K Buy
1,857
+10
+0.5% +$1.17K 0.12% 78
2026
Q1 		$222K Buy
+1,847
New +$213K 0.13% 72
2025
Q2 		– Sell
-1,513
Closed -$200K – 211
2025
Q1 		$200K Sell
1,513
-707
-32% -$66K 0.13% 72
2024
Q4 		$220K Buy
2,220
+643
+41% +$66.3K 0.62% 26
2024
Q3 		$803 Buy
1,577
+835
+113% +$99.2K 0.1% 42
2024
Q2 		$269K Sell
742
-1,455
-66% -$187K 0.19% 61
2024
Q1 		$290K Buy
2,197
+15
+0.7% +$1.85K 0.21% 59
2023
Q4 		$238K Buy
2,182
+17
+0.8% +$1.76K 0.18% 64
2023
Q3 		$222K Buy
2,165
+13
+0.6% +$1.4K 0.19% 63
2023
Q2 		$248K Buy
2,152
+491
+30% +$55.7K 0.21% 59
2023
Q1 		$175K Buy
1,661
+8
+0.5% +$864 0.16% 70
2022
Q4 		$183K Buy
1,653
+353
+27% +$36.1K 0.17% 69
2022
Q3 		$111K Buy
+1,300
New +$116K 0.11% 86
2022
Q2 		– Sell
-1,009
Closed -$81K – 176
2022
Q1 		$81K Buy
1,009
+8
+0.8% +$631 0.06% 98
2021
Q4 		$77K Buy
1,001
+348
+53% +$27.7K 0.05% 108
2021
Q3 		$49K Buy
653
+5
+0.8% +$380 0.04% 116
2021
Q2 		$50K Buy
648
+229
+55% +$17K 0.04% 113
2021
Q1 		$31K Hold
419
– – 0.03% 131
2020
Q4 		$32K Buy
+419
New +$32K 0.03% 121

Other funds holding MRK

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
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
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

McClarren Financial Advisors's MRK Position: Q2 2026 in Review

McClarren Financial Advisors increased its Merck (MRK) stake by 0.54% in Q2 2026, buying an estimated $1.17K and bringing the position to 1,857 shares worth $239K. The position accounts for 0.12% of the portfolio, ranked #78.

McClarren Financial Advisors first reported a position in MRK in Q4 2020 and has held it in 19 quarters since. The position peaked at $290K in Q1 2024. 1,552 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • McClarren Financial Advisors held 1,857 shares of Merck worth $239K as of Q2 2026.
  • McClarren Financial Advisors bought 10 Merck shares in Q2 2026, an estimated $1.17K.
  • Merck made up 0.12% of McClarren Financial Advisors's portfolio in Q2 2026, its #78 holding.
  • McClarren Financial Advisors first reported a position in Merck in Q4 2020 and has held it in 19 quarters since.
  • McClarren Financial Advisors's Merck position peaked at $290K in Q1 2024.
  • 1,552 funds tracked by Wall St. Rank held Merck as of Q2 2026.

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