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Richwood Investment Advisors’s Merck MRK Stock Holding History

Richwood Investment 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 		$1.68M Sell
13,045
-184
-1% -$21.5K 1.18% 14
2026
Q1 		$1.59M Sell
13,229
-20
-0.2% -$2.31K 1.23% 16
2025
Q4 		$1.62M Sell
13,249
-745
-5% -$69.9K 1.16% 18
2025
Q3 		$1.17M Sell
13,994
-461
-3% -$38K 0.92% 24
2025
Q2 		$1.14M Sell
14,455
-1,490
-9% -$118K 0.94% 24
2025
Q1 		$1.43M Sell
15,945
-837
-5% -$78.1K 1.22% 17
2024
Q4 		$1.67M Sell
16,782
-299
-2% -$30.8K 1.39% 12
2024
Q3 		$1.94M Buy
17,081
+265
+2% +$31.5K 1.6% 11
2024
Q2 		$2.08M Buy
16,816
+46
+0.3% +$5.92K 1.82% 10
2024
Q1 		$2.21M Sell
16,770
-46
-0.3% -$5.67K 1.96% 9
2023
Q4 		$1.83M Buy
16,816
+190
+1% +$19.7K 1.72% 10
2023
Q3 		$1.71M Sell
16,626
-285
-2% -$30.7K 1.75% 10
2023
Q2 		$1.95M Buy
16,911
+216
+1% +$24.5K 1.91% 10
2023
Q1 		$1.78M Sell
16,695
-181
-1% -$19.5K 1.77% 10
2022
Q4 		$1.87M Buy
16,876
+166
+1% +$17K 1.88% 9
2022
Q3 		$1.44M Buy
16,710
+545
+3% +$48.7K 1.58% 11
2022
Q2 		$1.47M Sell
16,165
-170
-1% -$15.1K 1.49% 11
2022
Q1 		$1.34M Buy
16,335
+2,380
+17% +$188K 1.2% 13
2021
Q4 		$1.07M Buy
+13,955
New +$1.11M 0.94% 19

Other funds holding MRK

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
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
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

Richwood Investment Advisors's MRK Position: Q2 2026 in Review

Richwood Investment Advisors reduced its Merck (MRK) stake by 1.4% in Q2 2026, selling an estimated $21.5K and leaving 13,045 shares worth $1.68M. The position accounts for 1.18% of the portfolio, ranked #14.

Richwood Investment Advisors first reported a position in MRK in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.21M in Q1 2024. 1,752 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Richwood Investment Advisors held 13,045 shares of Merck worth $1.68M as of Q2 2026.
  • Richwood Investment Advisors sold 184 Merck shares in Q2 2026, an estimated $21.5K.
  • Merck made up 1.18% of Richwood Investment Advisors's portfolio in Q2 2026, its #14 holding.
  • Richwood Investment Advisors first reported a position in Merck in Q4 2021 and has held it in 19 quarters since.
  • Richwood Investment Advisors's Merck position peaked at $2.21M in Q1 2024.
  • 1,752 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Richwood Investment Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.