Powell Investment Advisors’s Merck MRK Stock Holding History

Powell Investment 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	$531K	Hold	4,109	–	–	0.17%	77
2026 Q1	$498K	Hold	4,109	–	–	0.17%	84
2025 Q4	$436K	Hold	4,109	–	–	0.15%	92
2025 Q3	$348K	Hold	4,109	–	–	0.12%	105
2025 Q2	$329K	Hold	4,109	–	–	0.12%	101
2025 Q1	$372K	Hold	4,109	–	–	0.18%	72
2024 Q4	$412K	Hold	4,109	–	–	0.19%	77
2024 Q3	$470K	Buy	4,109 +63	+2%	+$7.49K	0.22%	66
2024 Q2	$504K	Buy	4,046 +96	+2%	+$12.4K	0.26%	59
2024 Q1	$524K	Hold	3,950	–	–	0.28%	57
2023 Q4	$434K	Hold	3,950	–	–	0.24%	67
2023 Q3	$410K	Hold	3,950	–	–	0.25%	67
2023 Q2	$459K	Hold	3,950	–	–	0.27%	64
2023 Q1	$423K	Sell	3,950 -96	-2%	-$10.4K	0.24%	70
2022 Q4	$452K	Buy	4,046 +96	+2%	+$9.81K	0.26%	63
2022 Q3	$343K	Hold	3,950	–	–	0.23%	77
2022 Q2	$363K	Hold	3,950	–	–	0.22%	68
2022 Q1	$327K	Hold	3,950	–	–	0.19%	72
2021 Q4	$305K	Hold	3,950	–	–	0.17%	75
2021 Q3	$299K	Hold	3,950	–	–	0.18%	75
2021 Q2	$310K	Sell	3,950 -190	-5%	-$14.1K	0.19%	73
2021 Q1	$307K	Hold	4,140	–	–	0.2%	68
2020 Q4	$326K	Hold	4,140	–	–	0.25%	58
2020 Q3	$330K	Hold	4,140	–	–	0.28%	52
2020 Q2	$308K	Hold	4,140	–	–	0.3%	59
2020 Q1	$306K	Hold	4,140	–	–	0.37%	54
2019 Q4	$362K	Buy	+4,140	New	+$340K	0.38%	58

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

Powell Investment Advisors's MRK Position: Q2 2026 in Review

Powell Investment Advisors held its Merck (MRK) position steady in Q2 2026 at 4,109 shares worth $531K. The position accounts for 0.17% of the portfolio, ranked #77.

Powell Investment Advisors first reported a position in MRK in Q4 2019 and has held it in 27 quarters since. 1,815 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Powell Investment Advisors held 4,109 shares of Merck worth $531K as of Q2 2026.
Powell Investment Advisors left its Merck share count unchanged in Q2 2026.
Merck made up 0.17% of Powell Investment Advisors's portfolio in Q2 2026, its #77 holding.
Powell Investment Advisors first reported a position in Merck in Q4 2019 and has held it in 27 quarters since.
1,815 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Powell Investment Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.