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Rise Advisors’s Merck MRK Stock Holding History

Rise 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 		$359K Buy
2,794
+43
+2% +$5.03K 0.1% 69
2026
Q1 		$332K Sell
2,751
-609
-18% -$70.3K 0.12% 61
2025
Q4 		$354K Sell
3,360
-380
-10% -$35.7K 0.13% 62
2025
Q3 		$314K Buy
3,740
+31
+0.8% +$2.55K 0.11% 69
2025
Q2 		$294K Sell
3,709
-177
-5% -$14.1K 0.12% 69
2025
Q1 		$349K Sell
3,886
-722
-16% -$67.4K 0.15% 60
2024
Q4 		$458K Sell
4,608
-491
-10% -$50.6K 0.22% 46
2024
Q3 		$579K Sell
5,099
-180
-3% -$21.4K 0.28% 35
2024
Q2 		$653K Buy
5,279
+422
+9% +$54.4K 0.35% 26
2024
Q1 		$641K Buy
4,857
+1,792
+58% +$221K 0.34% 26
2023
Q4 		$334K Buy
3,065
+298
+11% +$30.9K 0.23% 39
2023
Q3 		$285K Sell
2,767
-1,725
-38% -$186K 0.23% 40
2023
Q2 		$518K Sell
4,492
-73
-2% -$8.29K 0.4% 29
2023
Q1 		$486K Buy
4,565
+383
+9% +$41.4K 0.37% 31
2022
Q4 		$464K Hold
4,182
– – 0.37% 30
2022
Q3 		$360K Buy
4,182
+58
+1% +$5.18K 0.3% 39
2022
Q2 		$376K Buy
4,124
+451
+12% +$40K 0.38% 38
2022
Q1 		$301K Buy
3,673
+678
+23% +$53.5K 0.27% 50
2021
Q4 		$230K Buy
+2,995
New +$239K 0.22% 58

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

Rise Advisors's MRK Position: Q2 2026 in Review

Rise Advisors increased its Merck (MRK) stake by 1.6% in Q2 2026, buying an estimated $5.03K and bringing the position to 2,794 shares worth $359K. The position accounts for 0.1% of the portfolio, ranked #69.

Rise Advisors first reported a position in MRK in Q4 2021 and has held it in 19 quarters since. The position peaked at $653K in Q2 2024. 711 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Rise Advisors held 2,794 shares of Merck worth $359K as of Q2 2026.
  • Rise Advisors bought 43 Merck shares in Q2 2026, an estimated $5.03K.
  • Merck made up 0.1% of Rise Advisors's portfolio in Q2 2026, its #69 holding.
  • Rise Advisors first reported a position in Merck in Q4 2021 and has held it in 19 quarters since.
  • Rise Advisors's Merck position peaked at $653K in Q2 2024.
  • 711 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Rise Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.