Private Client Services’s Merck MRK Stock Holding History

Private Client Services’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	$347K	Sell	2,704 -81	-3%	-$9.48K	0.09%	153
2026 Q1	$335K	Buy	2,785 +763	+38%	+$88.1K	0.1%	149
2025 Q4	$213K	Buy	+2,022	New	+$190K	0.07%	185
2025 Q1	–	Sell	-2,833	Closed	-$282K	–	201
2024 Q4	$282K	Sell	2,833 -1,669	-37%	-$172K	0.15%	129
2024 Q3	$511K	Buy	4,502 +1,523	+51%	+$181K	0.27%	76
2024 Q2	$369K	Sell	2,979 -136	-4%	-$17.5K	0.23%	82
2024 Q1	$411K	Buy	3,115 +240	+8%	+$29.6K	0.28%	77
2023 Q4	$313K	Buy	+2,875	New	+$298K	0.26%	98

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

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Private Client Services's MRK Position: Q2 2026 in Review

Private Client Services reduced its Merck (MRK) stake by 2.9% in Q2 2026, selling an estimated $9.48K and leaving 2,704 shares worth $347K. The position accounts for 0.09% of the portfolio, ranked #153.

Private Client Services first reported a position in MRK in Q4 2023 and has held it in 8 quarters since. The position peaked at $511K in Q3 2024. 1,763 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Private Client Services held 2,704 shares of Merck worth $347K as of Q2 2026.
Private Client Services sold 81 Merck shares in Q2 2026, an estimated $9.48K.
Merck made up 0.09% of Private Client Services's portfolio in Q2 2026, its #153 holding.
Private Client Services first reported a position in Merck in Q4 2023 and has held it in 8 quarters since.
Private Client Services's Merck position peaked at $511K in Q3 2024.
1,763 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Private Client Services's 13F filing for Q2 2026, filed 6 Jul 2026.