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Octavia Wealth Advisors’s Merck MRK Stock Holding History

Octavia 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 		$989K Sell
7,648
-286
-4% -$33.5K 0.09% 77
2026
Q1 		$961K Buy
7,934
+633
+9% +$73.1K 0.09% 78
2025
Q4 		$773K Buy
7,301
+1,300
+22% +$122K 0.07% 96
2025
Q3 		$508K Buy
6,001
+775
+15% +$63.8K 0.05% 125
2025
Q2 		$418K Sell
5,226
-978
-16% -$77.7K 0.05% 132
2025
Q1 		$562K Sell
6,204
-314
-5% -$29.3K 0.07% 113
2024
Q4 		$654K Sell
6,518
-128
-2% -$13.2K 0.08% 93
2024
Q3 		$760K Sell
6,646
-986
-13% -$117K 0.09% 87
2024
Q2 		$951K Buy
7,632
+312
+4% +$40.2K 0.13% 77
2024
Q1 		$971K Buy
7,320
+491
+7% +$60.5K 0.14% 74
2023
Q4 		$750K Buy
6,829
+184
+3% +$19.1K 0.13% 87
2023
Q3 		$689K Buy
6,645
+621
+10% +$66.9K 0.14% 79
2023
Q2 		$700K Sell
6,024
-32
-0.5% -$3.63K 0.14% 76
2023
Q1 		$649K Buy
6,056
+2
+0% +$216 0.15% 78
2022
Q4 		$676K Sell
6,054
-206
-3% -$21.1K 0.17% 75
2022
Q3 		$543K Sell
6,260
-130
-2% -$11.6K 0.15% 83
2022
Q2 		$585K Sell
6,390
-438
-6% -$38.8K 0.15% 85
2022
Q1 		$565K Sell
6,828
-407
-6% -$32.1K 0.13% 92
2021
Q4 		$559K Buy
7,235
+517
+8% +$41.2K 0.12% 95
2021
Q3 		$508K Sell
6,718
-166
-2% -$12.6K 0.13% 94
2021
Q2 		$540K Sell
6,884
-380
-5% -$28.3K 0.14% 92
2021
Q1 		$539K Buy
7,264
+161
+2% +$11.9K 0.16% 86
2020
Q4 		$559K Buy
+7,103
New +$543K 0.18% 88

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

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

Octavia Wealth Advisors reduced its Merck (MRK) stake by 3.6% in Q2 2026, selling an estimated $33.5K and leaving 7,648 shares worth $989K. The position accounts for 0.09% of the portfolio, ranked #77.

Octavia Wealth Advisors first reported a position in MRK in Q4 2020 and has held it in 23 quarters since. 1,867 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Octavia Wealth Advisors held 7,648 shares of Merck worth $989K as of Q2 2026.
  • Octavia Wealth Advisors sold 286 Merck shares in Q2 2026, an estimated $33.5K.
  • Merck made up 0.09% of Octavia Wealth Advisors's portfolio in Q2 2026, its #77 holding.
  • Octavia Wealth Advisors first reported a position in Merck in Q4 2020 and has held it in 23 quarters since.
  • 1,867 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Octavia Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.