Petros Family Wealth’s Merck MRK Stock Holding History

Petros Family Wealth’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	$260K	Sell	2,025 -55	-3%	-$6.44K	0.16%	117
2026 Q1	$250K	Sell	2,080 -1,575	-43%	-$182K	0.18%	110
2025 Q4	$385K	Buy	3,655 +1,054	+41%	+$98.9K	0.26%	93
2025 Q3	$218K	Buy	+2,601	New	+$214K	0.18%	116
2025 Q1	–	Sell	-2,110	Closed	-$210K	–	135
2024 Q4	$210K	Buy	+2,110	New	+$218K	0.23%	116

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

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

AAMU

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

Petros Family Wealth's MRK Position: Q2 2026 in Review

Petros Family Wealth reduced its Merck (MRK) stake by 2.6% in Q2 2026, selling an estimated $6.44K and leaving 2,025 shares worth $260K. The position accounts for 0.16% of the portfolio, ranked #117.

Petros Family Wealth first reported a position in MRK in Q4 2024 and has held it in 5 quarters since. The position peaked at $385K in Q4 2025. 1,410 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Petros Family Wealth held 2,025 shares of Merck worth $260K as of Q2 2026.
Petros Family Wealth sold 55 Merck shares in Q2 2026, an estimated $6.44K.
Merck made up 0.16% of Petros Family Wealth's portfolio in Q2 2026, its #117 holding.
Petros Family Wealth first reported a position in Merck in Q4 2024 and has held it in 5 quarters since.
Petros Family Wealth's Merck position peaked at $385K in Q4 2025.
1,410 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Petros Family Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.