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Provenance Wealth Advisors’s Merck MRK Stock Holding History

Provenance Wealth Advisors’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 		$197K Buy
1,532
+1,322
+630% +$155K 0.02% 139
2026
Q1 		$25.3K Sell
210
-60
-22% -$6.93K ﹤0.01% 256
2025
Q4 		$28.4K Sell
270
-100
-27% -$9.39K ﹤0.01% 235
2025
Q3 		$31.1K Hold
370
– – ﹤0.01% 253
2025
Q2 		$29.3K Sell
370
-1,290
-78% -$103K ﹤0.01% 245
2025
Q1 		$149K Sell
1,660
-5,110
-75% -$477K 0.02% 148
2024
Q4 		$673K Buy
6,770
+6,400
+1,730% +$660K 0.09% 66
2024
Q3 		$42K Buy
370
+100
+37% +$11.9K 0.01% 244
2024
Q2 		$33.4K Sell
270
-100
-27% -$12.9K ﹤0.01% 229
2024
Q1 		$48.8K Sell
370
-130
-26% -$16K 0.01% 226
2023
Q4 		$54.5K Buy
500
+270
+117% +$28K 0.01% 199
2023
Q3 		$23.7K Buy
+230
New +$24.8K ﹤0.01% 211

Other funds holding MRK

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Provenance Wealth Advisors's MRK Position: Q2 2026 in Review

Provenance Wealth Advisors increased its Merck (MRK) stake by 630% in Q2 2026, buying an estimated $155K and bringing the position to 1,532 shares worth $197K. The position accounts for 0.02% of the portfolio, ranked #139.

Provenance Wealth Advisors first reported a position in MRK in Q3 2023 and has held it in 12 quarters since. The position peaked at $673K in Q4 2024. 1,533 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Provenance Wealth Advisors held 1,532 shares of Merck worth $197K as of Q2 2026.
  • Provenance Wealth Advisors bought 1,322 Merck shares in Q2 2026, an estimated $155K.
  • Merck made up 0.02% of Provenance Wealth Advisors's portfolio in Q2 2026, its #139 holding.
  • Provenance Wealth Advisors first reported a position in Merck in Q3 2023 and has held it in 12 quarters since.
  • Provenance Wealth Advisors's Merck position peaked at $673K in Q4 2024.
  • 1,533 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Provenance Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.