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Olistico Wealth’s Merck MRK Stock Holding History

Olistico Wealth’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 		$446K Sell
3,473
-138
-4% -$16.2K 0.19% 73
2026
Q1 		$434K Buy
3,611
+4
+0.1% +$462 0.21% 70
2025
Q4 		$380K Sell
3,607
-138
-4% -$13K 0.19% 69
2025
Q3 		$314K Sell
3,745
-539
-13% -$44.4K 0.17% 79
2025
Q2 		$339K Sell
4,284
-1,779
-29% -$141K 0.19% 74
2025
Q1 		$544K Sell
6,063
-141
-2% -$13.2K 0.34% 56
2024
Q4 		$617K Sell
6,204
-295
-5% -$30.4K 0.36% 51
2024
Q3 		$738K Buy
6,499
+38
+0.6% +$4.51K 0.45% 44
2024
Q2 		$800K Buy
6,461
+397
+7% +$51.1K 0.51% 41
2024
Q1 		$800K Buy
6,064
+303
+5% +$37.3K 0.58% 38
2023
Q4 		$628K Sell
5,761
-1,063
-16% -$110K 0.49% 45
2023
Q3 		$702K Sell
6,824
-40
-0.6% -$4.31K 0.63% 42
2023
Q2 		$792K Buy
6,864
+930
+16% +$106K 0.68% 40
2023
Q1 		$631K Buy
5,934
+631
+12% +$68.1K 0.61% 44
2022
Q4 		$588K Buy
+5,303
New +$542K 0.64% 47

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

Olistico Wealth's MRK Position: Q2 2026 in Review

Olistico Wealth reduced its Merck (MRK) stake by 3.8% in Q2 2026, selling an estimated $16.2K and leaving 3,473 shares worth $446K. The position accounts for 0.19% of the portfolio, ranked #73.

Olistico Wealth first reported a position in MRK in Q4 2022 and has held it in 15 quarters since. The position peaked at $800K in Q1 2024. 711 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Olistico Wealth held 3,473 shares of Merck worth $446K as of Q2 2026.
  • Olistico Wealth sold 138 Merck shares in Q2 2026, an estimated $16.2K.
  • Merck made up 0.19% of Olistico Wealth's portfolio in Q2 2026, its #73 holding.
  • Olistico Wealth first reported a position in Merck in Q4 2022 and has held it in 15 quarters since.
  • Olistico Wealth's Merck position peaked at $800K in Q1 2024.
  • 711 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Olistico Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.