QFA
MRK icon

Quantum Financial Advisors’s Merck MRK Stock Holding History

Quantum Financial 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 		$873K Buy
6,793
+158
+2% +$18.5K 0.09% 87
2026
Q1 		$798K Buy
6,635
+858
+15% +$99.1K 0.09% 76
2025
Q4 		$608K Buy
5,777
+1,916
+50% +$180K 0.07% 98
2025
Q3 		$324K Hold
3,861
– – 0.04% 134
2025
Q2 		$306K Sell
3,861
-945
-20% -$75.1K 0.04% 131
2025
Q1 		$431K Buy
4,806
+216
+5% +$20.2K 0.06% 99
2024
Q4 		$457K Buy
4,590
+450
+11% +$46.4K 0.07% 93
2024
Q3 		$470K Buy
4,140
+1,145
+38% +$136K 0.07% 95
2024
Q2 		$371K Sell
2,995
-45
-1% -$5.8K 0.07% 98
2024
Q1 		$401K Sell
3,040
-70
-2% -$8.63K 0.07% 91
2023
Q4 		$339K Buy
3,110
+222
+8% +$23K 0.08% 72
2023
Q3 		$297K Hold
2,888
– – 0.09% 79
2023
Q2 		$333K Buy
2,888
+179
+7% +$20.3K 0.1% 61
2023
Q1 		$288K Hold
2,709
– – 0.09% 65
2022
Q4 		$301K Buy
2,709
+334
+14% +$34.1K 0.14% 56
2022
Q3 		$205K Buy
2,375
+3
+0.1% +$268 0.09% 81
2022
Q2 		$212K Buy
+2,372
New +$210K 0.08% 90

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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 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
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Quantum Financial Advisors's MRK Position: Q2 2026 in Review

Quantum Financial Advisors increased its Merck (MRK) stake by 2.4% in Q2 2026, buying an estimated $18.5K and bringing the position to 6,793 shares worth $873K. The position accounts for 0.09% of the portfolio, ranked #87.

Quantum Financial Advisors first reported a position in MRK in Q2 2022 and has held it in 17 quarters since. 711 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Quantum Financial Advisors held 6,793 shares of Merck worth $873K as of Q2 2026.
  • Quantum Financial Advisors bought 158 Merck shares in Q2 2026, an estimated $18.5K.
  • Merck made up 0.09% of Quantum Financial Advisors's portfolio in Q2 2026, its #87 holding.
  • Quantum Financial Advisors first reported a position in Merck in Q2 2022 and has held it in 17 quarters since.
  • 711 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Quantum Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.