RWS
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Retirement Wealth Solutions’s Merck MRK Stock Holding History

Retirement Wealth Solutions’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 		$74K Sell
576
-42
-7% -$4.92K 0.04% 88
2026
Q1 		$74.3K Sell
618
-61
-9% -$7.04K 0.05% 75
2025
Q4 		$71.5K Buy
679
+4
+0.6% +$375 0.05% 79
2025
Q3 		$56.6K Sell
675
-72
-10% -$5.93K 0.04% 87
2025
Q2 		$59.1K Buy
747
+5
+0.7% +$397 0.04% 80
2025
Q1 		$66.6K Buy
742
+92
+14% +$8.59K 0.05% 66
2024
Q4 		$64.5K Buy
+650
New +$67K 0.05% 69

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

Retirement Wealth Solutions's MRK Position: Q2 2026 in Review

Retirement Wealth Solutions reduced its Merck (MRK) stake by 6.8% in Q2 2026, selling an estimated $4.92K and leaving 576 shares worth $74K. The position accounts for 0.04% of the portfolio, ranked #88.

Retirement Wealth Solutions first reported a position in MRK in Q4 2024 and has held it in 7 quarters since. The position peaked at $74.3K in Q1 2026. 711 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Retirement Wealth Solutions held 576 shares of Merck worth $74K as of Q2 2026.
  • Retirement Wealth Solutions sold 42 Merck shares in Q2 2026, an estimated $4.92K.
  • Merck made up 0.04% of Retirement Wealth Solutions's portfolio in Q2 2026, its #88 holding.
  • Retirement Wealth Solutions first reported a position in Merck in Q4 2024 and has held it in 7 quarters since.
  • Retirement Wealth Solutions's Merck position peaked at $74.3K in Q1 2026.
  • 711 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.