Physician Wealth Advisors’s Merck MRK Stock Holding History

Physician Wealth 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	$602K	Buy	4,682 +104	+2%	+$12.2K	0.07%	104
2026 Q1	$551K	Buy	4,578 +195	+4%	+$22.5K	0.08%	102
2025 Q4	$461K	Sell	4,383 -207	-5%	-$19.4K	0.06%	111
2025 Q3	$385K	Buy	4,590 +3	+0.1%	+$247	0.05%	123
2025 Q2	$363K	Buy	4,587 +128	+3%	+$10.2K	0.06%	127
2025 Q1	$400K	Buy	4,459 +45	+1%	+$4.2K	0.07%	107
2024 Q4	$439K	Buy	4,414 +6	+0.1%	+$619	0.07%	104
2024 Q3	$492K	Buy	4,408 +5	+0.1%	+$594	0.09%	97
2024 Q2	$552K	Buy	4,403 +8	+0.2%	+$1.03K	0.1%	87
2024 Q1	$550K	Buy	4,395 +5	+0.1%	+$616	0.12%	86
2023 Q4	$524K	Buy	4,390 +33	+0.8%	+$3.42K	0.12%	84
2023 Q3	$455K	Buy	4,357 +17	+0.4%	+$1.83K	0.12%	81
2023 Q2	$496K	Hold	4,340	–	–	0.12%	79
2023 Q1	$495K	Sell	4,340 -31	-0.7%	-$3.35K	0.13%	78
2022 Q4	$474K	Buy	4,371 +17	+0.4%	+$1.74K	0.13%	82
2022 Q3	$385K	Hold	4,354	–	–	0.12%	87
2022 Q2	$385K	Buy	4,354 +9	+0.2%	+$798	0.11%	97
2022 Q1	$385K	Buy	4,345 +60	+1%	+$4.73K	0.1%	99
2021 Q4	$344K	Buy	4,285 +10	+0.2%	+$796	0.09%	112
2021 Q3	$335K	Buy	4,275 +9	+0.2%	+$684	0.09%	111
2021 Q2	$326K	Sell	4,266 -211	-5%	-$15.7K	0.09%	112
2021 Q1	$329K	Hold	4,477	–	–	0.11%	102
2020 Q4	$322K	Buy	4,477 +9	+0.2%	+$688	0.11%	99
2020 Q3	$327K	Sell	4,468 -267	-6%	-$20.9K	0.13%	92
2020 Q2	$366K	Sell	4,735 -94	-2%	-$7.08K	0.15%	86
2020 Q1	$369K	Buy	4,829 +621	+15%	+$48.8K	0.18%	69
2019 Q4	$359K	Sell	4,208 -66	-2%	-$5.42K	0.16%	78
2019 Q3	$349K	Buy	+4,274	New	+$343K	0.17%	72

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

Physician Wealth Advisors's MRK Position: Q2 2026 in Review

Physician Wealth Advisors increased its Merck (MRK) stake by 2.3% in Q2 2026, buying an estimated $12.2K and bringing the position to 4,682 shares worth $602K. The position accounts for 0.07% of the portfolio, ranked #104.

Physician Wealth Advisors first reported a position in MRK in Q3 2019 and has held it in 28 quarters since. 1,867 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Physician Wealth Advisors held 4,682 shares of Merck worth $602K as of Q2 2026.
Physician Wealth Advisors bought 104 Merck shares in Q2 2026, an estimated $12.2K.
Merck made up 0.07% of Physician Wealth Advisors's portfolio in Q2 2026, its #104 holding.
Physician Wealth Advisors first reported a position in Merck in Q3 2019 and has held it in 28 quarters since.
1,867 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.