MWA
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Motive Wealth Advisors’s Merck MRK Stock Holding History

Motive 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 		$318K Buy
2,473
+240
+11% +$28.1K 0.13% 71
2026
Q1 		$269K Buy
2,233
+29
+1% +$3.35K 0.13% 73
2025
Q4 		$232K Buy
+2,204
New +$207K 0.1% 82
2025
Q2 		– Sell
-2,578
Closed -$231K – 88
2025
Q1 		$231K Sell
2,578
-486
-16% -$45.4K 0.12% 61
2024
Q4 		$305K Buy
3,064
+194
+7% +$20K 0.16% 58
2024
Q3 		$355K Hold
2,870
– – 0.21% 47
2024
Q2 		$355K Buy
2,870
+16
+0.6% +$2.06K 0.21% 47
2024
Q1 		$377K Buy
+2,854
New +$352K 0.23% 46
2023
Q4 		– Sell
-2,486
Closed -$256K – 48
2023
Q3 		$256K Sell
2,486
-220
-8% -$23.7K 0.28% 41
2023
Q2 		$312K Buy
2,706
+85
+3% +$9.65K 0.32% 40
2023
Q1 		$279K Sell
2,621
-239
-8% -$25.8K 0.3% 41
2022
Q4 		$317K Buy
2,860
+380
+15% +$38.8K 0.24% 45
2022
Q3 		$214K Buy
+2,480
New +$221K 0.17% 57

Other funds holding MRK

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Motive Wealth Advisors's MRK Position: Q2 2026 in Review

Motive Wealth Advisors increased its Merck (MRK) stake by 11% in Q2 2026, buying an estimated $28.1K and bringing the position to 2,473 shares worth $318K. The position accounts for 0.13% of the portfolio, ranked #71.

Motive Wealth Advisors first reported a position in MRK in Q3 2022 and has held it in 13 quarters since. The position peaked at $377K in Q1 2024. 988 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Motive Wealth Advisors held 2,473 shares of Merck worth $318K as of Q2 2026.
  • Motive Wealth Advisors bought 240 Merck shares in Q2 2026, an estimated $28.1K.
  • Merck made up 0.13% of Motive Wealth Advisors's portfolio in Q2 2026, its #71 holding.
  • Motive Wealth Advisors first reported a position in Merck in Q3 2022 and has held it in 13 quarters since.
  • Motive Wealth Advisors's Merck position peaked at $377K in Q1 2024.
  • 988 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Motive Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.