NWAG
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Net Worth Advisory Group’s Merck MRK Stock Holding History

Net Worth Advisory Group’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 		$1.09M Sell
8,520
-365
-4% -$42.7K 0.28% 73
2026
Q1 		$1.07M Sell
8,885
-202
-2% -$23.3K 0.22% 88
2025
Q4 		$957K Buy
9,087
+3,507
+63% +$329K 0.19% 97
2025
Q3 		$468K Sell
5,580
-933
-14% -$76.8K 0.14% 173
2025
Q2 		$516K Sell
6,513
-8,491
-57% -$675K 0.11% 189
2025
Q1 		$1.35M Buy
15,004
+1,441
+11% +$135K 0.42% 35
2024
Q4 		$1.35M Sell
13,563
-1,384
-9% -$143K 0.41% 39
2024
Q3 		$1.7M Buy
+14,947
New +$1.78M 0.5% 33

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
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
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Net Worth Advisory Group's MRK Position: Q2 2026 in Review

Net Worth Advisory Group reduced its Merck (MRK) stake by 4.1% in Q2 2026, selling an estimated $42.7K and leaving 8,520 shares worth $1.09M. The position accounts for 0.28% of the portfolio, ranked #73.

Net Worth Advisory Group first reported a position in MRK in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.7M in Q3 2024. 810 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Net Worth Advisory Group held 8,520 shares of Merck worth $1.09M as of Q2 2026.
  • Net Worth Advisory Group sold 365 Merck shares in Q2 2026, an estimated $42.7K.
  • Merck made up 0.28% of Net Worth Advisory Group's portfolio in Q2 2026, its #73 holding.
  • Net Worth Advisory Group first reported a position in Merck in Q3 2024 and has held it in 8 quarters since.
  • Net Worth Advisory Group's Merck position peaked at $1.7M in Q3 2024.
  • 810 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.