MPPW
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Mitchell & Pahl Private Wealth’s Merck MRK Stock Holding History

Mitchell & Pahl Private 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 		$1.27M Sell
9,886
-175
-2% -$20.5K 0.47% 71
2026
Q1 		$1.21M Sell
10,061
-90
-0.9% -$10.4K 0.49% 74
2025
Q4 		$1.07M Sell
10,151
-171
-2% -$16.1K 0.44% 81
2025
Q3 		$866K Sell
10,322
-77
-0.7% -$6.34K 0.36% 97
2025
Q2 		$823K Sell
10,399
-64
-0.6% -$5.09K 0.36% 100
2025
Q1 		$939K Sell
10,463
-162
-2% -$15.1K 0.44% 81
2024
Q4 		$1.06M Sell
10,625
-523
-5% -$53.9K 0.49% 73
2024
Q3 		$1.27M Sell
11,148
-311
-3% -$36.9K 0.59% 62
2024
Q2 		$1.42M Buy
11,459
+244
+2% +$31.4K 0.75% 50
2024
Q1 		$1.48M Sell
11,215
-626
-5% -$77.2K 0.78% 49
2023
Q4 		$1.29M Sell
11,841
-478
-4% -$49.6K 0.73% 49
2023
Q3 		$1.27M Sell
12,319
-356
-3% -$38.4K 0.75% 46
2023
Q2 		$1.46M Sell
12,675
-440
-3% -$50K 0.88% 38
2023
Q1 		$1.4M Sell
13,115
-322
-2% -$34.8K 0.87% 41
2022
Q4 		$1.49M Sell
13,437
-326
-2% -$33.3K 0.98% 34
2022
Q3 		$1.19M Sell
13,763
-1,024
-7% -$91.4K 0.88% 36
2022
Q2 		$1.35M Sell
14,787
-787
-5% -$69.8K 0.94% 30
2022
Q1 		$1.28M Sell
15,574
-776
-5% -$61.2K 0.81% 42
2021
Q4 		$1.25M Sell
16,350
-185
-1% -$14.7K 0.8% 42
2021
Q3 		$1.24M Sell
16,535
-108
-0.6% -$8.21K 0.89% 35
2021
Q2 		$1.29M Sell
16,643
-1,524
-8% -$113K 0.93% 34
2021
Q1 		$1.34M Sell
18,167
-192
-1% -$14.2K 1.04% 29
2020
Q4 		$1.43M Buy
+18,359
New +$1.4M 1.2% 22

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
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
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Mitchell & Pahl Private Wealth's MRK Position: Q2 2026 in Review

Mitchell & Pahl Private Wealth reduced its Merck (MRK) stake by 1.7% in Q2 2026, selling an estimated $20.5K and leaving 9,886 shares worth $1.27M. The position accounts for 0.47% of the portfolio, ranked #71.

Mitchell & Pahl Private Wealth first reported a position in MRK in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.49M in Q4 2022. 828 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Mitchell & Pahl Private Wealth held 9,886 shares of Merck worth $1.27M as of Q2 2026.
  • Mitchell & Pahl Private Wealth sold 175 Merck shares in Q2 2026, an estimated $20.5K.
  • Merck made up 0.47% of Mitchell & Pahl Private Wealth's portfolio in Q2 2026, its #71 holding.
  • Mitchell & Pahl Private Wealth first reported a position in Merck in Q4 2020 and has held it in 23 quarters since.
  • Mitchell & Pahl Private Wealth's Merck position peaked at $1.49M in Q4 2022.
  • 828 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Mitchell & Pahl Private Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.