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Prota Financial’s Merck MRK Stock Holding History

Prota Financial’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 		$784K Buy
6,253
+171
+3% +$20K 0.52% 29
2026
Q1 		$732K Sell
6,082
-452
-7% -$52.2K 0.53% 22
2025
Q4 		$688K Buy
+6,534
New +$613K 0.5% 21

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

Prota Financial's MRK Position: Q2 2026 in Review

Prota Financial increased its Merck (MRK) stake by 2.8% in Q2 2026, buying an estimated $20K and bringing the position to 6,253 shares worth $784K. The position accounts for 0.52% of the portfolio, ranked #29.

Prota Financial first reported a position in MRK in Q4 2025 and has held it in 3 quarters since. 1,168 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Prota Financial held 6,253 shares of Merck worth $784K as of Q2 2026.
  • Prota Financial bought 171 Merck shares in Q2 2026, an estimated $20K.
  • Merck made up 0.52% of Prota Financial's portfolio in Q2 2026, its #29 holding.
  • Prota Financial first reported a position in Merck in Q4 2025 and has held it in 3 quarters since.
  • 1,168 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Prota Financial's 13F filing for Q2 2026, filed 7 Jul 2026.