Owen LaRue’s Merck MRK Stock Holding History

Owen LaRue’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	$465K	Buy	+3,615	New	+$423K	0.16%	98
2024 Q4	–	Sell	-1,825	Closed	-$207K	–	100
2024 Q3	$207K	Sell	1,825 -3,970	-69%	-$472K	0.11%	91
2024 Q2	$717K	Sell	5,795 -68	-1%	-$8.76K	0.44%	44
2024 Q1	$774K	Sell	5,863 -1,589	-21%	-$196K	0.48%	39
2023 Q4	$812K	Sell	7,452 -8,332	-53%	-$865K	0.77%	33
2023 Q3	$1.62M	Sell	15,784 -15,891	-50%	-$1.71M	1.79%	17
2023 Q2	$3.62M	Sell	31,675 -356	-1%	-$40.4K	3.81%	6
2023 Q1	$3.59M	Hold	32,031	–	–	3.88%	5
2022 Q4	$3.59M	Buy	+32,031	New	+$3.27M	3.88%	5

Other funds holding MRK

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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

Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

Owen LaRue's MRK Position: Q2 2026 in Review

Owen LaRue opened a new position in Merck (MRK) in Q2 2026: 3,615 shares worth $465K. The stake represents 0.16% of the portfolio and ranks #98 among its holdings. This is a return to the name: Owen LaRue previously reported a position in MRK as recently as Q3 2024.

Owen LaRue first reported a position in MRK in Q4 2022 and has held it in 9 quarters since. The position peaked at $3.62M in Q2 2023. 1,299 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Owen LaRue held 3,615 shares of Merck worth $465K as of Q2 2026.
Merck was a new Owen LaRue position in Q2 2026.
Merck made up 0.16% of Owen LaRue's portfolio in Q2 2026, its #98 holding.
Owen LaRue first reported a position in Merck in Q4 2022 and has held it in 9 quarters since.
Owen LaRue's Merck position peaked at $3.62M in Q2 2023.
1,299 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Owen LaRue's 13F filing for Q2 2026, filed 22 Jul 2026.