Moss Adams Wealth Advisors’s Merck MRK Stock Holding History

Moss Adams Wealth Advisors’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	$1.95M	Buy	15,057 +136	+0.9%	+$15.9K	0.12%	58
2026 Q1	$1.81M	Buy	14,921 +741	+5%	+$85.5K	0.13%	54
2025 Q4	$1.5M	Buy	14,180 +206	+1%	+$19.3K	0.11%	57
2025 Q3	$1.18M	Buy	13,974 +816	+6%	+$67.2K	0.09%	65
2025 Q2	$1.05M	Buy	13,158 +152	+1%	+$12.1K	0.1%	71
2025 Q1	$1.18M	Buy	13,006 +1,789	+16%	+$167K	0.12%	57
2024 Q4	$1.13M	Buy	11,217 +3,691	+49%	+$381K	0.12%	54
2024 Q3	$861K	Buy	7,526 +334	+5%	+$39.7K	0.09%	66
2024 Q2	$896K	Buy	7,192 +1,165	+19%	+$150K	0.12%	55
2024 Q1	$800K	Buy	6,027 +1,748	+41%	+$215K	0.13%	55
2023 Q4	$470K	Sell	4,279 -137	-3%	-$14.2K	0.1%	56
2023 Q3	$458K	Buy	4,416 +50	+1%	+$5.39K	0.16%	45
2023 Q2	$507K	Buy	4,366 +37	+0.9%	+$4.2K	0.17%	44
2023 Q1	$464K	Buy	4,329 +338	+8%	+$36.5K	0.16%	46
2022 Q4	$446K	Buy	+3,991	New	+$408K	0.22%	57

Other funds holding MRK

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Moss Adams Wealth Advisors's MRK Position: Q2 2026 in Review

Moss Adams Wealth Advisors increased its Merck (MRK) stake by 0.91% in Q2 2026, buying an estimated $15.9K and bringing the position to 15,057 shares worth $1.95M. The position accounts for 0.12% of the portfolio, ranked #58.

Moss Adams Wealth Advisors first reported a position in MRK in Q4 2022 and has held it in 15 quarters since. 1,380 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Moss Adams Wealth Advisors held 15,057 shares of Merck worth $1.95M as of Q2 2026.
Moss Adams Wealth Advisors bought 136 Merck shares in Q2 2026, an estimated $15.9K.
Merck made up 0.12% of Moss Adams Wealth Advisors's portfolio in Q2 2026, its #58 holding.
Moss Adams Wealth Advisors first reported a position in Merck in Q4 2022 and has held it in 15 quarters since.
1,380 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.