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Prospera Financial Services’s Merck MRK Stock Holding History

Prospera Financial 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 		$13.1M Sell
102,060
-3,501
-3% -$410K 0.19% 118
2026
Q1 		$12.7M Sell
105,561
-11,956
-10% -$1.38M 0.2% 111
2025
Q4 		$12.4M Buy
117,517
+6,991
+6% +$656K 0.2% 110
2025
Q3 		$9.28M Buy
110,526
+8,096
+8% +$667K 0.16% 138
2025
Q2 		$8.11M Sell
102,430
-50,050
-33% -$3.98M 0.15% 146
2025
Q1 		$13.7M Buy
152,480
+20,878
+16% +$1.95M 0.31% 74
2024
Q4 		$13.1M Sell
131,602
-61,416
-32% -$6.33M 0.31% 75
2024
Q3 		$21.9M Buy
193,018
+9,387
+5% +$1.12M 0.56% 35
2024
Q2 		$22.7M Buy
183,631
+41,816
+29% +$5.39M 0.63% 26
2024
Q1 		$18.7M Buy
141,815
+20,857
+17% +$2.57M 0.56% 30
2023
Q4 		$13.2M Buy
120,958
+9,359
+8% +$971K 0.44% 43
2023
Q3 		$11.5M Buy
111,599
+18,709
+20% +$2.02M 0.44% 43
2023
Q2 		$10.7M Sell
92,890
-7,478
-7% -$849K 0.41% 49
2023
Q1 		$10.7M Buy
100,368
+4,829
+5% +$521K 0.44% 41
2022
Q4 		$10.6M Sell
95,539
-43,084
-31% -$4.4M 0.53% 31
2022
Q3 		$11.9M Buy
138,623
+14,102
+11% +$1.26M 0.62% 23
2022
Q2 		$11.4M Buy
124,521
+35,477
+40% +$3.15M 0.58% 22
2022
Q1 		$7.31M Buy
89,044
+26,638
+43% +$2.1M 0.31% 60
2021
Q4 		$4.79M Buy
62,406
+3,571
+6% +$284K 0.21% 111
2021
Q3 		$4.42M Buy
58,835
+38
+0.1% +$2.89K 0.22% 109
2021
Q2 		$4.57M Buy
58,797
+6,004
+11% +$447K 0.23% 106
2021
Q1 		$3.88M Buy
52,793
+179
+0.3% +$13.2K 0.23% 100
2020
Q4 		$4.11M Buy
52,614
+17,992
+52% +$1.38M 0.28% 72
2020
Q3 		$2.74M Sell
34,622
-13,693
-28% -$1.07M 1.05% 14
2020
Q2 		$3.56M Buy
48,315
+28,820
+148% +$2.17M 0.32% 73
2020
Q1 		$1.43M Sell
19,495
-30,204
-61% -$2.37M 0.15% 159
2019
Q4 		$4.31M Buy
49,699
+28,501
+134% +$2.34M 0.33% 50
2019
Q3 		$1.7M Buy
21,198
+1,329
+7% +$107K 0.17% 118
2019
Q2 		$1.6M Buy
19,869
+1,160
+6% +$88.8K 0.18% 119
2019
Q1 		$1.45M Buy
18,709
+843
+5% +$63K 0.48% 62
2018
Q4 		$1.3M Buy
17,866
+2,561
+17% +$181K 0.26% 92
2018
Q3 		$926K Sell
15,305
-1,749
-10% -$111K 0.17% 133
2018
Q2 		$992K Buy
17,054
+1,278
+8% +$72.1K 0.13% 140
2018
Q1 		$821K Buy
15,776
+5,761
+58% +$311K 0.11% 170
2017
Q4 		$540K Sell
10,015
-1,533
-13% -$85K 0.08% 203
2017
Q3 		$707K Buy
11,548
+1,530
+15% +$92.8K 0.11% 176
2017
Q2 		$610K Sell
10,018
-2,811
-22% -$171K 0.1% 190
2017
Q1 		$778K Buy
12,829
+1,013
+9% +$61.5K 0.14% 131
2016
Q4 		$668K Buy
11,816
+660
+6% +$38.6K 0.13% 143
2016
Q3 		$664K Buy
11,156
+4,091
+58% +$239K 0.13% 138
2016
Q2 		$388K Buy
7,065
+239
+4% +$12.7K 0.08% 210
2016
Q1 		$345K Buy
6,826
+204
+3% +$9.99K 0.08% 191
2015
Q4 		$334K Sell
6,622
-465
-7% -$23.4K 0.07% 185
2015
Q3 		$300K Buy
7,087
+1,872
+36% +$99.4K 0.08% 189
2015
Q2 		$244K Buy
5,215
+842
+19% +$47.2K 0.06% 237
2015
Q1 		$200K Sell
4,373
-453
-9% -$25.6K 0.04% 293
2014
Q4 		$262K Sell
4,826
-1,534
-24% -$85.5K 0.07% 223
2014
Q3 		$319K Buy
6,360
+7
+0.1% +$393 0.09% 194
2014
Q2 		$351K Sell
6,353
-200
-3% -$10.9K 0.1% 174
2014
Q1 		$316K Sell
6,553
-2,902
-31% -$150K 0.1% 159
2013
Q4 		$452K Sell
9,455
-1,760
-16% -$80.5K 0.15% 105
2013
Q3 		$522K Buy
11,215
+2,516
+29% +$115K 0.2% 101
2013
Q2 		$384K Buy
+8,699
New +$389K 0.18% 126

Other funds holding MRK

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Prospera Financial Services's MRK Position: Q2 2026 in Review

Prospera Financial Services reduced its Merck (MRK) stake by 3.3% in Q2 2026, selling an estimated $410K and leaving 102,060 shares worth $13.1M. The position accounts for 0.19% of the portfolio, ranked #118.

Prospera Financial Services first reported a position in MRK in Q2 2013 and has held it in 53 quarters since. The position peaked at $22.7M in Q2 2024. 1,100 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Prospera Financial Services held 102,060 shares of Merck worth $13.1M as of Q2 2026.
  • Prospera Financial Services sold 3,501 Merck shares in Q2 2026, an estimated $410K.
  • Merck made up 0.19% of Prospera Financial Services's portfolio in Q2 2026, its #118 holding.
  • Prospera Financial Services first reported a position in Merck in Q2 2013 and has held it in 53 quarters since.
  • Prospera Financial Services's Merck position peaked at $22.7M in Q2 2024.
  • 1,100 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.