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MFA Wealth Services’s Merck MRK Stock Holding History

MFA Wealth 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 		$810K Sell
6,305
-22
-0.3% -$2.58K 0.48% 55
2026
Q1 		$761K Buy
6,327
+101
+2% +$11.7K 0.5% 59
2025
Q4 		$655K Buy
6,226
+525
+9% +$49.3K 0.44% 63
2025
Q3 		$478K Buy
5,701
+168
+3% +$13.8K 0.33% 73
2025
Q2 		$438K Sell
5,533
-212
-4% -$16.9K 0.33% 72
2025
Q1 		$516K Sell
5,745
-533
-8% -$49.8K 0.42% 57
2024
Q4 		$625K Buy
+6,278
New +$647K 0.5% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

MFA Wealth Services's MRK Position: Q2 2026 in Review

MFA Wealth Services reduced its Merck (MRK) stake by 0.35% in Q2 2026, selling an estimated $2.58K and leaving 6,305 shares worth $810K. The position accounts for 0.48% of the portfolio, ranked #55.

MFA Wealth Services first reported a position in MRK in Q4 2024 and has held it in 7 quarters since. 1,038 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • MFA Wealth Services held 6,305 shares of Merck worth $810K as of Q2 2026.
  • MFA Wealth Services sold 22 Merck shares in Q2 2026, an estimated $2.58K.
  • Merck made up 0.48% of MFA Wealth Services's portfolio in Q2 2026, its #55 holding.
  • MFA Wealth Services first reported a position in Merck in Q4 2024 and has held it in 7 quarters since.
  • 1,038 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on MFA Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.