MWM
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MOKAN Wealth Management’s Merck MRK Stock Holding History

MOKAN Wealth Management’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 		$6.29M Buy
48,990
+6,048
+14% +$708K 2.41% 12
2026
Q1 		$5.17M Sell
42,942
-3,213
-7% -$371K 2.29% 11
2025
Q4 		$4.86M Sell
46,155
-4,785
-9% -$449K 2.16% 12
2025
Q3 		$4.28M Sell
50,940
-8,449
-14% -$696K 2.15% 12
2025
Q2 		$4.7M Buy
59,389
+14,568
+33% +$1.16M 2.63% 9
2025
Q1 		$4.02M Buy
44,821
+5,426
+14% +$507K 2.42% 12
2024
Q4 		$3.92M Buy
+39,395
New +$4.06M 2.49% 12

Other funds holding MRK

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

MOKAN Wealth Management's MRK Position: Q2 2026 in Review

MOKAN Wealth Management increased its Merck (MRK) stake by 14% in Q2 2026, buying an estimated $708K and bringing the position to 48,990 shares worth $6.29M. The position accounts for 2.41% of the portfolio, ranked #12.

MOKAN Wealth Management first reported a position in MRK in Q4 2024 and has held it in 7 quarters since. 1,896 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • MOKAN Wealth Management held 48,990 shares of Merck worth $6.29M as of Q2 2026.
  • MOKAN Wealth Management bought 6,048 Merck shares in Q2 2026, an estimated $708K.
  • Merck made up 2.41% of MOKAN Wealth Management's portfolio in Q2 2026, its #12 holding.
  • MOKAN Wealth Management first reported a position in Merck in Q4 2024 and has held it in 7 quarters since.
  • 1,896 funds tracked by Wall St. Rank held Merck as of Q2 2026.

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