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Montz Harcus Wealth Management’s Merck MRK Stock Holding History

Montz Harcus 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 		$410K Sell
3,191
-188
-6% -$22K 0.15% 60
2026
Q1 		$406K Buy
3,379
+518
+18% +$59.8K 0.16% 54
2025
Q4 		$301K Sell
2,861
-355
-11% -$33.3K 0.12% 66
2025
Q3 		$270K Buy
3,216
+294
+10% +$24.2K 0.12% 71
2025
Q2 		$231K Sell
2,922
-86
-3% -$6.84K 0.11% 76
2025
Q1 		$270K Buy
3,008
+26
+0.9% +$2.43K 0.15% 61
2024
Q4 		$297K Sell
2,982
-226
-7% -$23.3K 0.17% 53
2024
Q3 		$364K Sell
3,208
-212
-6% -$25.2K 0.21% 48
2024
Q2 		$423K Sell
3,420
-75
-2% -$9.66K 0.27% 39
2024
Q1 		$461K Sell
3,495
-169
-5% -$20.8K 0.31% 36
2023
Q4 		$399K Buy
3,664
+137
+4% +$14.2K 0.31% 34
2023
Q3 		$363K Sell
3,527
-401
-10% -$43.2K 0.31% 35
2023
Q2 		$453K Buy
3,928
+539
+16% +$61.2K 0.38% 30
2023
Q1 		$361K Buy
3,389
+17
+0.5% +$1.83K 0.33% 35
2022
Q4 		$374K Buy
3,372
+9
+0.3% +$920 0.37% 32
2022
Q3 		$290K Buy
3,363
+78
+2% +$6.96K 0.32% 37
2022
Q2 		$300K Buy
3,285
+20
+0.6% +$1.77K 0.32% 37
2022
Q1 		$268K Sell
3,265
-48
-1% -$3.78K 0.24% 43
2021
Q4 		$254K Buy
+3,313
New +$264K 0.22% 41

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
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
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

Montz Harcus Wealth Management's MRK Position: Q2 2026 in Review

Montz Harcus Wealth Management reduced its Merck (MRK) stake by 5.6% in Q2 2026, selling an estimated $22K and leaving 3,191 shares worth $410K. The position accounts for 0.15% of the portfolio, ranked #60.

Montz Harcus Wealth Management first reported a position in MRK in Q4 2021 and has held it in 19 quarters since. The position peaked at $461K in Q1 2024. 1,769 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Montz Harcus Wealth Management held 3,191 shares of Merck worth $410K as of Q2 2026.
  • Montz Harcus Wealth Management sold 188 Merck shares in Q2 2026, an estimated $22K.
  • Merck made up 0.15% of Montz Harcus Wealth Management's portfolio in Q2 2026, its #60 holding.
  • Montz Harcus Wealth Management first reported a position in Merck in Q4 2021 and has held it in 19 quarters since.
  • Montz Harcus Wealth Management's Merck position peaked at $461K in Q1 2024.
  • 1,769 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Montz Harcus Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.