N.E.W. Advisory Services’s Merck MRK Stock Holding History

N.E.W. Advisory Services’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	$315K	Sell	2,449 -91	-4%	-$10.7K	0.02%	184
2026 Q1	$306K	Sell	2,540 -233	-8%	-$26.9K	0.02%	175
2025 Q4	$292K	Buy	2,773 +229	+9%	+$21.5K	0.02%	172
2025 Q3	$214K	Sell	2,544 -309	-11%	-$25.5K	0.02%	177
2025 Q2	$226K	Sell	2,853 -2,344	-45%	-$186K	0.02%	172
2025 Q1	$466K	Buy	5,197 +130	+3%	+$12.1K	0.04%	137
2024 Q4	$504K	Sell	5,067 -218	-4%	-$22.5K	0.05%	114
2024 Q3	$600K	Buy	5,285 +337	+7%	+$40K	0.06%	98
2024 Q2	$612K	Buy	4,948 +72	+1%	+$9.27K	0.07%	94
2024 Q1	$644K	Buy	4,876 +1,099	+29%	+$135K	0.07%	92
2023 Q4	$412K	Sell	3,777 -327	-8%	-$33.9K	0.05%	112
2023 Q3	$422K	Sell	4,104 -387	-9%	-$41.7K	0.06%	100
2023 Q2	$518K	Sell	4,491 -84	-2%	-$9.54K	0.07%	83
2023 Q1	$487K	Buy	4,575 +248	+6%	+$26.8K	0.07%	86
2022 Q4	$480K	Sell	4,327 -72	-2%	-$7.36K	0.08%	81
2022 Q3	$379K	Sell	4,399 -78	-2%	-$6.96K	0.07%	81
2022 Q2	$408K	Buy	+4,477	New	+$397K	0.07%	81
2022 Q1	–	Sell	-4,407	Closed	-$338K	–	152
2021 Q4	$338K	Buy	4,407 +1,198	+37%	+$95.4K	0.05%	107
2021 Q3	$241K	Buy	3,209 +597	+23%	+$45.4K	0.04%	120
2021 Q2	$204K	Buy	+2,612	New	+$194K	0.03%	132

Other funds holding MRK

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

N.E.W. Advisory Services's MRK Position: Q2 2026 in Review

N.E.W. Advisory Services reduced its Merck (MRK) stake by 3.6% in Q2 2026, selling an estimated $10.7K and leaving 2,449 shares worth $315K. The position accounts for 0.02% of the portfolio, ranked #184.

N.E.W. Advisory Services first reported a position in MRK in Q2 2021 and has held it in 20 quarters since. The position peaked at $644K in Q1 2024. 2,371 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

N.E.W. Advisory Services held 2,449 shares of Merck worth $315K as of Q2 2026.
N.E.W. Advisory Services sold 91 Merck shares in Q2 2026, an estimated $10.7K.
Merck made up 0.02% of N.E.W. Advisory Services's portfolio in Q2 2026, its #184 holding.
N.E.W. Advisory Services first reported a position in Merck in Q2 2021 and has held it in 20 quarters since.
N.E.W. Advisory Services's Merck position peaked at $644K in Q1 2024.
2,371 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.