ORBA Wealth Advisors’s Merck MRK Stock Holding History

ORBA 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	–	Sell	-2,142	Closed	-$258K	–	90
2026 Q1	$258K	Hold	2,142	–	–	0.31%	62
2025 Q4	$225K	Buy	+2,142	New	+$201K	0.2%	71
2025 Q2	–	Sell	-3,390	Closed	-$304K	–	93
2025 Q1	$304K	Hold	3,390	–	–	0.15%	86
2024 Q4	$337K	Sell	3,390 -30	-0.9%	-$3.09K	0.18%	81
2024 Q3	$388K	Sell	3,420 -179	-5%	-$21.3K	0.2%	76
2024 Q2	$446K	Buy	3,599 +72	+2%	+$9.27K	0.23%	69
2024 Q1	$465K	Buy	3,527 +407	+13%	+$50.2K	0.26%	63
2023 Q4	$340K	Buy	+3,120	New	+$324K	0.2%	69

Other funds holding MRK

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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 Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

ORBA Wealth Advisors sold out of Merck (MRK) in Q2 2026, closing a stake of 2,142 shares — an estimated $258K sold.

ORBA Wealth Advisors first reported a position in MRK in Q4 2023 and held it in 8 quarters. The position peaked at $465K in Q1 2024. 1,598 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

ORBA Wealth Advisors reported no remaining Merck position as of Q2 2026 after selling out during the quarter.
ORBA Wealth Advisors sold 2,142 Merck shares in Q2 2026, an estimated $258K.
ORBA Wealth Advisors first reported a position in Merck in Q4 2023 and held it in 8 quarters.
ORBA Wealth Advisors's Merck position peaked at $465K in Q1 2024.
1,598 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on ORBA Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.