Processus Wealth & Capital Management’s Merck MRK Stock Holding History

Processus Wealth & Capital Management’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	$2.11M	Buy	16,407 +534	+3%	+$62.5K	1.25%	26
2026 Q1	$1.91M	Buy	15,873 +68	+0.4%	+$7.85K	1.3%	27
2025 Q4	$1.66M	Buy	15,805 +1,988	+14%	+$187K	1.1%	29
2025 Q3	$1.16M	Sell	13,817 -22	-0.2%	-$1.81K	0.83%	30
2025 Q2	$1.1M	Sell	13,839 -1,483	-10%	-$118K	0.87%	31
2025 Q1	$1.38M	Buy	15,322 +314	+2%	+$29.3K	1.17%	30
2024 Q4	$1.49M	Buy	15,008 +725	+5%	+$74.7K	1.19%	29
2024 Q3	$1.62M	Buy	14,283 +827	+6%	+$98.3K	1.34%	28
2024 Q2	$1.67M	Buy	13,456 +333	+3%	+$42.9K	1.38%	26
2024 Q1	$1.73M	Buy	13,123 +1,471	+13%	+$181K	1.53%	26
2023 Q4	$1.27M	Buy	+11,652	New	+$1.21M	1.27%	30

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

Processus Wealth & Capital Management's MRK Position: Q2 2026 in Review

Processus Wealth & Capital Management increased its Merck (MRK) stake by 3.4% in Q2 2026, buying an estimated $62.5K and bringing the position to 16,407 shares worth $2.11M. The position accounts for 1.25% of the portfolio, ranked #26.

Processus Wealth & Capital Management 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.

Processus Wealth & Capital Management held 16,407 shares of Merck worth $2.11M as of Q2 2026.
Processus Wealth & Capital Management bought 534 Merck shares in Q2 2026, an estimated $62.5K.
Merck made up 1.25% of Processus Wealth & Capital Management's portfolio in Q2 2026, its #26 holding.
Processus Wealth & Capital Management 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 Processus Wealth & Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.