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Morton Brown Family Wealth’s Merck MRK Stock Holding History

Morton Brown Family 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 		$19K Buy
148
+29
+24% +$3.39K ﹤0.01% 163
2026
Q1 		$14.3K Hold
119
– – ﹤0.01% 173
2025
Q4 		$12.5K Buy
119
+19
+19% +$1.78K ﹤0.01% 182
2025
Q3 		$8.39K Sell
100
-82
-45% -$6.75K ﹤0.01% 196
2025
Q2 		$14.4K Hold
182
– – ﹤0.01% 168
2025
Q1 		$16.3K Buy
182
+166
+1,038% +$15.5K 0.01% 159
2024
Q4 		$1.59K Hold
16
– – ﹤0.01% 240
2024
Q3 		$1.82K Hold
16
– – ﹤0.01% 227
2024
Q2 		$1.99K Hold
16
– – ﹤0.01% 193
2024
Q1 		$2.11K Sell
16
-400
-96% -$49.3K ﹤0.01% 191
2023
Q4 		$45.4K Buy
416
+400
+2,500% +$41.5K 0.02% 106
2023
Q3 		$1.65K Hold
16
– – ﹤0.01% 165
2023
Q2 		$1.85K Buy
+16
New +$1.82K ﹤0.01% 156
2022
Q4 		– Sell
-377
Closed -$38.5K – 202
2022
Q3 		$32K Sell
377
-99
-21% -$8.84K 0.03% 78
2022
Q2 		$43K Buy
476
+101
+27% +$8.95K 0.03% 70
2022
Q1 		$31K Hold
375
– – 0.02% 84
2021
Q4 		$29K Buy
+375
New +$29.9K 0.02% 90

Other funds holding MRK

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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Morton Brown Family Wealth's MRK Position: Q2 2026 in Review

Morton Brown Family Wealth increased its Merck (MRK) stake by 24% in Q2 2026, buying an estimated $3.39K and bringing the position to 148 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #163.

Morton Brown Family Wealth first reported a position in MRK in Q4 2021 and has held it in 17 quarters since. The position peaked at $45.4K in Q4 2023. 1,533 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Morton Brown Family Wealth held 148 shares of Merck worth $19K as of Q2 2026.
  • Morton Brown Family Wealth bought 29 Merck shares in Q2 2026, an estimated $3.39K.
  • Merck made up ﹤0.01% of Morton Brown Family Wealth's portfolio in Q2 2026, its #163 holding.
  • Morton Brown Family Wealth first reported a position in Merck in Q4 2021 and has held it in 17 quarters since.
  • Morton Brown Family Wealth's Merck position peaked at $45.4K in Q4 2023.
  • 1,533 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.