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New England Capital Financial Advisors’s Merck MRK Stock Holding History

New England Capital Financial 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 		$282K Buy
2,193
+11
+0.5% +$1.29K 0.07% 53
2026
Q1 		$262K Buy
2,182
+12
+0.6% +$1.39K 0.07% 51
2025
Q4 		$228K Buy
2,170
+14
+0.6% +$1.31K 0.09% 58
2025
Q3 		$181K Sell
2,156
-84
-4% -$6.92K 0.08% 60
2025
Q2 		$177K Buy
2,240
+14
+0.6% +$1.11K 0.08% 58
2025
Q1 		$200K Sell
2,226
-179
-7% -$16.7K 0.1% 51
2024
Q4 		$239K Buy
2,405
+16
+0.7% +$1.65K 0.12% 51
2024
Q3 		$271K Buy
2,389
+14
+0.6% +$1.66K 0.14% 48
2024
Q2 		$294K Buy
2,375
+14
+0.6% +$1.8K 0.16% 42
2024
Q1 		$312K Buy
2,361
+14
+0.6% +$1.73K 0.18% 40
2023
Q4 		$256K Buy
2,347
+16
+0.7% +$1.66K 0.15% 47
2023
Q3 		$240K Buy
2,331
+14
+0.6% +$1.51K 0.17% 44
2023
Q2 		$267K Sell
2,317
-99
-4% -$11.2K 0.18% 43
2023
Q1 		$257K Sell
2,416
-188
-7% -$20.3K 0.18% 45
2022
Q4 		$286K Buy
+2,604
New +$266K 0.2% 41

Other funds holding MRK

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
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 England Capital Financial Advisors's MRK Position: Q2 2026 in Review

New England Capital Financial Advisors increased its Merck (MRK) stake by 0.5% in Q2 2026, buying an estimated $1.29K and bringing the position to 2,193 shares worth $282K. The position accounts for 0.07% of the portfolio, ranked #53.

New England Capital Financial Advisors first reported a position in MRK in Q4 2022 and has held it in 15 quarters since. The position peaked at $312K in Q1 2024. 1,865 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • New England Capital Financial Advisors held 2,193 shares of Merck worth $282K as of Q2 2026.
  • New England Capital Financial Advisors bought 11 Merck shares in Q2 2026, an estimated $1.29K.
  • Merck made up 0.07% of New England Capital Financial Advisors's portfolio in Q2 2026, its #53 holding.
  • New England Capital Financial Advisors first reported a position in Merck in Q4 2022 and has held it in 15 quarters since.
  • New England Capital Financial Advisors's Merck position peaked at $312K in Q1 2024.
  • 1,865 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on New England Capital Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.