RFG - Bristol Wealth Advisors’s Merck MRK Stock Holding History

RFG - Bristol 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	$919K	Buy	7,151 +135	+2%	+$15.8K	0.22%	86
2026 Q1	$844K	Buy	7,016 +13	+0.2%	+$1.5K	0.23%	80
2025 Q4	$737K	Sell	7,003 -122	-2%	-$11.5K	0.21%	82
2025 Q3	$598K	Sell	7,125 -65	-0.9%	-$5.35K	0.17%	99
2025 Q2	$569K	Sell	7,190 -2,141	-23%	-$170K	0.18%	102
2025 Q1	$838K	Sell	9,331 -1,184	-11%	-$111K	0.28%	73
2024 Q4	$1.05M	Buy	+10,515	New	+$1.08M	0.34%	66

Other funds holding MRK

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

RFG - Bristol Wealth Advisors's MRK Position: Q2 2026 in Review

RFG - Bristol Wealth Advisors increased its Merck (MRK) stake by 1.9% in Q2 2026, buying an estimated $15.8K and bringing the position to 7,151 shares worth $919K. The position accounts for 0.22% of the portfolio, ranked #86.

RFG - Bristol Wealth Advisors first reported a position in MRK in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.05M in Q4 2024. 1,867 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

RFG - Bristol Wealth Advisors held 7,151 shares of Merck worth $919K as of Q2 2026.
RFG - Bristol Wealth Advisors bought 135 Merck shares in Q2 2026, an estimated $15.8K.
Merck made up 0.22% of RFG - Bristol Wealth Advisors's portfolio in Q2 2026, its #86 holding.
RFG - Bristol Wealth Advisors first reported a position in Merck in Q4 2024 and has held it in 7 quarters since.
RFG - Bristol Wealth Advisors's Merck position peaked at $1.05M in Q4 2024.
1,867 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on RFG - Bristol Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.