QFW
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QTR Family Wealth’s Merck MRK Stock Holding History

QTR Family Wealth’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 		$1.54M Sell
12,019
-23
-0.2% -$2.69K 0.54% 36
2026
Q1 		$1.44M Buy
12,042
+262
+2% +$30.2K 0.6% 35
2025
Q4 		$1.38M Buy
11,780
+1,501
+15% +$141K 0.61% 36
2025
Q3 		$863K Buy
10,279
+3,945
+62% +$325K 0.41% 49
2025
Q2 		$501K Buy
6,334
+1,312
+26% +$104K 0.31% 75
2025
Q1 		$451K Buy
+5,022
New +$469K 0.34% 79

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
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
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

QTR Family Wealth's MRK Position: Q2 2026 in Review

QTR Family Wealth reduced its Merck (MRK) stake by 0.19% in Q2 2026, selling an estimated $2.69K and leaving 12,019 shares worth $1.54M. The position accounts for 0.54% of the portfolio, ranked #36.

QTR Family Wealth first reported a position in MRK in Q1 2025 and has held it in 6 quarters since. 1,410 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • QTR Family Wealth held 12,019 shares of Merck worth $1.54M as of Q2 2026.
  • QTR Family Wealth sold 23 Merck shares in Q2 2026, an estimated $2.69K.
  • Merck made up 0.54% of QTR Family Wealth's portfolio in Q2 2026, its #36 holding.
  • QTR Family Wealth first reported a position in Merck in Q1 2025 and has held it in 6 quarters since.
  • 1,410 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on QTR Family Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.