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Morris Financial Concepts’s Merck MRK Stock Holding History

Morris Financial Concepts’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 		$396K Buy
3,079
+33
+1% +$3.86K 0.12% 95
2026
Q1 		$366K Hold
3,046
– – 0.12% 94
2025
Q4 		$321K Hold
3,046
– – 0.11% 95
2025
Q3 		$256K Sell
3,046
-3
-0.1% -$247 0.09% 119
2025
Q2 		$241K Sell
3,049
-1,165
-28% -$92.6K 0.1% 117
2025
Q1 		$378K Sell
4,214
-171
-4% -$16K 0.16% 85
2024
Q4 		$436K Sell
4,385
-8
-0.2% -$825 0.19% 71
2024
Q3 		$499K Buy
4,393
+71
+2% +$8.44K 0.21% 65
2024
Q2 		$535K Sell
4,322
-36
-0.8% -$4.64K 0.26% 53
2024
Q1 		$575K Sell
4,358
-110
-2% -$13.6K 0.29% 48
2023
Q4 		$487K Sell
4,468
-9
-0.2% -$934 0.28% 48
2023
Q3 		$461K Sell
4,477
-121
-3% -$13K 0.31% 46
2023
Q2 		$531K Buy
4,598
+1,614
+54% +$183K 0.34% 43
2023
Q1 		$317K Sell
2,984
-31
-1% -$3.35K 0.22% 60
2022
Q4 		$335K Sell
3,015
-22
-0.7% -$2.25K 0.27% 58
2022
Q3 		$262K Sell
3,037
-50
-2% -$4.46K 0.27% 54
2022
Q2 		$281K Sell
3,087
-18
-0.6% -$1.6K 0.27% 53
2022
Q1 		$255K Buy
3,105
+110
+4% +$8.67K 0.21% 59
2021
Q4 		$230K Buy
+2,995
New +$239K 0.19% 60

Other funds holding MRK

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Morris Financial Concepts's MRK Position: Q2 2026 in Review

Morris Financial Concepts increased its Merck (MRK) stake by 1.1% in Q2 2026, buying an estimated $3.86K and bringing the position to 3,079 shares worth $396K. The position accounts for 0.12% of the portfolio, ranked #95.

Morris Financial Concepts first reported a position in MRK in Q4 2021 and has held it in 19 quarters since. The position peaked at $575K in Q1 2024. 1,660 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Morris Financial Concepts held 3,079 shares of Merck worth $396K as of Q2 2026.
  • Morris Financial Concepts bought 33 Merck shares in Q2 2026, an estimated $3.86K.
  • Merck made up 0.12% of Morris Financial Concepts's portfolio in Q2 2026, its #95 holding.
  • Morris Financial Concepts first reported a position in Merck in Q4 2021 and has held it in 19 quarters since.
  • Morris Financial Concepts's Merck position peaked at $575K in Q1 2024.
  • 1,660 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Morris Financial Concepts's 13F filing for Q2 2026, filed 29 Jul 2026.