Partners Wealth Management’s Merck MRK Stock Holding History

Partners Wealth Management’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	$396K	Hold	3,079	–	–	0.39%	67
2026 Q1	$370K	Buy	3,079 +25	+0.8%	+$2.89K	0.38%	69
2025 Q4	$321K	Buy	3,054 +50	+2%	+$4.69K	0.34%	76
2025 Q3	$252K	Sell	3,004 -501	-14%	-$41.3K	0.25%	103
2025 Q2	$305K	Hold	3,505	–	–	0.35%	77
2025 Q1	$315K	Sell	3,505 -700	-17%	-$65.4K	0.36%	75
2024 Q4	$418K	Buy	+4,205	New	+$434K	0.48%	61

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

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Partners Wealth Management's MRK Position: Q2 2026 in Review

Partners Wealth Management held its Merck (MRK) position steady in Q2 2026 at 3,079 shares worth $396K. The position accounts for 0.39% of the portfolio, ranked #67.

Partners Wealth Management first reported a position in MRK in Q4 2024 and has held it in 7 quarters since. The position peaked at $418K in Q4 2024. 1,153 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Partners Wealth Management held 3,079 shares of Merck worth $396K as of Q2 2026.
Partners Wealth Management left its Merck share count unchanged in Q2 2026.
Merck made up 0.39% of Partners Wealth Management's portfolio in Q2 2026, its #67 holding.
Partners Wealth Management first reported a position in Merck in Q4 2024 and has held it in 7 quarters since.
Partners Wealth Management's Merck position peaked at $418K in Q4 2024.
1,153 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Partners Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.