Omnia Family Wealth’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $541K | Sell |
4,179
-119
| -3% | -$13.9K | 0.14% | 42 |
|
|
2026
Q1 | $521K | Sell |
4,298
-920
| -18% | -$106K | 0.16% | 41 |
|
|
2025
Q4 | $554K | Hold |
5,218
| – | – | 0.16% | 44 |
|
|
2025
Q3 | $442K | Buy |
5,218
+1,012
| +24% | +$83.4K | 0.14% | 50 |
|
|
2025
Q2 | $336K | Buy |
4,206
+228
| +6% | +$18.1K | 0.12% | 62 |
|
|
2025
Q1 | $360K | Sell |
3,978
-169
| -4% | -$15.8K | 0.15% | 54 |
|
|
2024
Q4 | $416K | Buy |
4,147
+575
| +16% | +$59.3K | 0.17% | 46 |
|
|
2024
Q3 | $408K | Sell |
3,572
-182
| -5% | -$21.6K | 0.18% | 48 |
|
|
2024
Q2 | $468K | Buy |
3,754
+256
| +7% | +$33K | 0.2% | 41 |
|
|
2024
Q1 | $464K | Buy |
3,498
+45
| +1% | +$5.55K | 0.22% | 43 |
|
|
2023
Q4 | $379K | Hold |
3,453
| – | – | 0.19% | 46 |
|
|
2023
Q3 | $358K | Hold |
3,453
| – | – | 0.22% | 44 |
|
|
2023
Q2 | $401K | Hold |
3,453
| – | – | 0.27% | 43 |
|
|
2023
Q1 | $370K | Sell |
3,453
-350
| -9% | -$37.8K | 0.28% | 41 |
|
|
2022
Q4 | $425K | Hold |
3,803
| – | – | 0.34% | 40 |
|
|
2022
Q3 | $330K | Hold |
3,803
| – | – | 0.27% | 44 |
|
|
2022
Q2 | $349K | Hold |
3,803
| – | – | 0.26% | 47 |
|
|
2022
Q1 | $315K | Hold |
3,803
| – | – | 0.21% | 53 |
|
|
2021
Q4 | $294K | Hold |
3,803
| – | – | 0.18% | 59 |
|
|
2021
Q3 | $288K | Sell |
3,803
-62
| -2% | -$4.71K | 0.2% | 57 |
|
|
2021
Q2 | $304K | Sell |
3,865
-2,284
| -37% | -$170K | 0.19% | 53 |
|
|
2021
Q1 | $456K | Sell |
6,149
-3,810
| -38% | -$281K | 0.34% | 37 |
|
|
2020
Q4 | $784K | Sell |
9,959
-157
| -2% | -$12K | 0.72% | 24 |
|
|
2020
Q3 | $807K | Sell |
10,116
-170
| -2% | -$13.3K | 0.77% | 23 |
|
|
2020
Q2 | $765K | Hold |
10,286
| – | – | 0.75% | 22 |
|
|
2020
Q1 | $761K | Sell |
10,286
-514
| -5% | -$40.4K | 0.79% | 24 |
|
|
2019
Q4 | $944K | Buy |
10,800
+2,132
| +25% | +$175K | 0.43% | 30 |
|
|
2019
Q3 | $701K | Buy |
8,668
+31
| +0.4% | +$2.48K | 0.51% | 33 |
|
|
2019
Q2 | $696K | Hold |
8,637
| – | – | 0.35% | 36 |
|
|
2019
Q1 | $690K | Hold |
8,637
| – | – | 0.34% | 35 |
|
|
2018
Q4 | $634K | Buy |
8,637
+70
| +0.8% | +$4.94K | 0.34% | 37 |
|
|
2018
Q3 | $584K | Hold |
8,567
| – | – | 0.27% | 40 |
|
|
2018
Q2 | $500K | Sell |
8,567
-58
| -0.7% | -$3.27K | 0.23% | 45 |
|
|
2018
Q1 | $452K | Sell |
8,625
-161
| -2% | -$8.7K | 0.21% | 45 |
|
|
2017
Q4 | $476K | Buy |
8,786
+87
| +1% | +$4.82K | 0.22% | 45 |
|
|
2017
Q3 | $535K | Sell |
8,699
-302
| -3% | -$18.3K | 0.26% | 37 |
|
|
2017
Q2 | $554K | Sell |
9,001
-2,072
| -19% | -$126K | 0.27% | 37 |
|
|
2017
Q1 | $676K | Buy |
11,073
+17
| +0.2% | +$1.03K | 0.33% | 31 |
|
|
2016
Q4 | $626K | Buy |
+11,056
| New | +$647K | 0.31% | 33 |
|
Other funds holding MRK
ECSS
ATO
Omnia Family Wealth's MRK Position: Q2 2026 in Review
Omnia Family Wealth reduced its Merck (MRK) stake by 2.8% in Q2 2026, selling an estimated $13.9K and leaving 4,179 shares worth $541K. The position accounts for 0.14% of the portfolio, ranked #42.
Omnia Family Wealth first reported a position in MRK in Q4 2016 and has held it in 39 quarters since. The position peaked at $944K in Q4 2019. 1,660 funds tracked by Wall St. Rank hold MRK as of Q2 2026.
- Omnia Family Wealth held 4,179 shares of Merck worth $541K as of Q2 2026.
- Omnia Family Wealth sold 119 Merck shares in Q2 2026, an estimated $13.9K.
- Merck made up 0.14% of Omnia Family Wealth's portfolio in Q2 2026, its #42 holding.
- Omnia Family Wealth first reported a position in Merck in Q4 2016 and has held it in 39 quarters since.
- Omnia Family Wealth's Merck position peaked at $944K in Q4 2019.
- 1,660 funds tracked by Wall St. Rank held Merck as of Q2 2026.
Based on Omnia Family Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.