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Pathway Financial Advisors’s Merck MRK Stock Holding History

Pathway Financial 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
-2,137
Closed -$258K – 136
2026
Q1 		$258K Sell
2,137
-1,150
-35% -$133K 0.03% 122
2025
Q4 		$358K Hold
3,287
– – 0.05% 109
2025
Q3 		$276K Buy
3,287
+691
+27% +$56.9K 0.04% 120
2025
Q2 		$205K Sell
2,596
-203
-7% -$16.1K 0.03% 127
2025
Q1 		$251K Buy
2,799
+95
+4% +$8.87K 0.05% 144
2024
Q4 		$269K Buy
+2,704
New +$279K 0.06% 134
2024
Q3 		– Sell
-2,270
Closed -$281K – 172
2024
Q2 		$281K Sell
2,270
-38
-2% -$4.89K 0.08% 123
2024
Q1 		$305K Buy
2,308
+343
+17% +$42.3K 0.08% 123
2023
Q4 		$214K Buy
+1,965
New +$204K 0.06% 150
2020
Q2 		– Sell
-3,563
Closed -$259K – 105
2020
Q1 		$259K Hold
3,563
– – 0.09% 71
2019
Q4 		$306K Buy
+3,563
New +$293K 0.09% 83
2018
Q3 		– Sell
-1,316
Closed -$76K – 264
2018
Q2 		$76K Sell
1,316
-262
-17% -$14.8K 0.04% 186
2018
Q1 		$82K Hold
1,578
– – 0.05% 182
2017
Q4 		$85K Buy
+1,578
New +$87.5K 0.05% 179

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

Pathway Financial Advisors's MRK Position: Q2 2026 in Review

Pathway Financial Advisors sold out of Merck (MRK) in Q2 2026, closing a stake of 2,137 shares — an estimated $258K sold.

Pathway Financial Advisors first reported a position in MRK in Q4 2017 and held it in 14 quarters. The position peaked at $358K in Q4 2025. 711 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Pathway Financial Advisors reported no remaining Merck position as of Q2 2026 after selling out during the quarter.
  • Pathway Financial Advisors sold 2,137 Merck shares in Q2 2026, an estimated $258K.
  • Pathway Financial Advisors first reported a position in Merck in Q4 2017 and held it in 14 quarters.
  • Pathway Financial Advisors's Merck position peaked at $358K in Q4 2025.
  • 711 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Pathway Financial Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.