Precedent Wealth Partners’s Merck MRK Stock Holding History

Precedent Wealth Partners’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	$3M	Buy	23,322 +572	+3%	+$67K	0.5%	58
2026 Q1	$2.74M	Buy	22,750 +775	+4%	+$89.5K	0.55%	57
2025 Q4	$2.31M	Buy	21,975 +1,947	+10%	+$183K	0.49%	67
2025 Q3	$1.68M	Buy	20,028 +1,889	+10%	+$156K	0.37%	79
2025 Q2	$1.44M	Buy	18,139 +3,259	+22%	+$259K	0.35%	81
2025 Q1	$1.34M	Buy	14,880 +3,221	+28%	+$301K	0.37%	80
2024 Q4	$1.16M	Buy	11,659 +399	+4%	+$41.1K	0.38%	78
2024 Q3	$1.28M	Buy	11,260 +2,234	+25%	+$265K	0.42%	65
2024 Q2	$1.12M	Buy	9,026 +693	+8%	+$89.3K	0.45%	61
2024 Q1	$1.1M	Buy	8,333 +682	+9%	+$84.1K	0.47%	51
2023 Q4	$834K	Buy	+7,651	New	+$794K	0.42%	62

Other funds holding MRK

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

Precedent Wealth Partners's MRK Position: Q2 2026 in Review

Precedent Wealth Partners increased its Merck (MRK) stake by 2.5% in Q2 2026, buying an estimated $67K and bringing the position to 23,322 shares worth $3M. The position accounts for 0.5% of the portfolio, ranked #58.

Precedent Wealth Partners first reported a position in MRK in Q4 2023 and has held it in 11 quarters since. 1,299 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Precedent Wealth Partners held 23,322 shares of Merck worth $3M as of Q2 2026.
Precedent Wealth Partners bought 572 Merck shares in Q2 2026, an estimated $67K.
Merck made up 0.5% of Precedent Wealth Partners's portfolio in Q2 2026, its #58 holding.
Precedent Wealth Partners first reported a position in Merck in Q4 2023 and has held it in 11 quarters since.
1,299 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Precedent Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.