Perryman Financial Advisory’s Merck MRK Stock Holding History

Perryman Financial Advisory’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	$7.6M	Buy	59,121 +2,506	+4%	+$293K	1.01%	30
2026 Q1	$6.81M	Buy	56,615 +547	+1%	+$63.2K	1.02%	33
2025 Q4	$5.9M	Buy	+56,068	New	+$5.26M	0.87%	32

Other funds holding MRK

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 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

Perryman Financial Advisory's MRK Position: Q2 2026 in Review

Perryman Financial Advisory increased its Merck (MRK) stake by 4.4% in Q2 2026, buying an estimated $293K and bringing the position to 59,121 shares worth $7.6M. The position accounts for 1.01% of the portfolio, ranked #30.

Perryman Financial Advisory first reported a position in MRK in Q4 2025 and has held it in 3 quarters since. 1,976 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Perryman Financial Advisory held 59,121 shares of Merck worth $7.6M as of Q2 2026.
Perryman Financial Advisory bought 2,506 Merck shares in Q2 2026, an estimated $293K.
Merck made up 1.01% of Perryman Financial Advisory's portfolio in Q2 2026, its #30 holding.
Perryman Financial Advisory first reported a position in Merck in Q4 2025 and has held it in 3 quarters since.
1,976 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Perryman Financial Advisory's 13F filing for Q2 2026, filed 24 Jul 2026.