Robinson Smith Wealth Advisors’s Merck MRK Stock Holding History

Robinson Smith 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	$232K	Sell	1,803 -1,954	-52%	-$229K	0.14%	89
2026 Q1	$452K	Hold	3,757	–	–	0.31%	51
2025 Q4	$396K	Sell	3,757 -255	-6%	-$23.9K	0.27%	56
2025 Q3	$337K	Sell	4,012 -532	-12%	-$43.8K	0.24%	63
2025 Q2	$360K	Sell	4,544 -1,383	-23%	-$110K	0.29%	57
2025 Q1	$532K	Buy	5,927 +440	+8%	+$41.1K	0.45%	45
2024 Q4	$546K	Sell	5,487 -56	-1%	-$5.77K	0.46%	43
2024 Q3	$630K	Sell	5,543 -496	-8%	-$58.9K	0.54%	42
2024 Q2	$748K	Buy	6,039 +16	+0.3%	+$2.06K	0.66%	39
2024 Q1	$795K	Sell	6,023 -516	-8%	-$63.6K	0.76%	35
2023 Q4	$713K	Buy	+6,539	New	+$679K	0.7%	36

Other funds holding MRK

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Robinson Smith Wealth Advisors's MRK Position: Q2 2026 in Review

Robinson Smith Wealth Advisors reduced its Merck (MRK) stake by 52% in Q2 2026, selling an estimated $229K and leaving 1,803 shares worth $232K. The position accounts for 0.14% of the portfolio, ranked #89.

Robinson Smith Wealth Advisors first reported a position in MRK in Q4 2023 and has held it in 11 quarters since. The position peaked at $795K in Q1 2024. 2,371 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Robinson Smith Wealth Advisors held 1,803 shares of Merck worth $232K as of Q2 2026.
Robinson Smith Wealth Advisors sold 1,954 Merck shares in Q2 2026, an estimated $229K.
Merck made up 0.14% of Robinson Smith Wealth Advisors's portfolio in Q2 2026, its #89 holding.
Robinson Smith Wealth Advisors first reported a position in Merck in Q4 2023 and has held it in 11 quarters since.
Robinson Smith Wealth Advisors's Merck position peaked at $795K in Q1 2024.
2,371 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Robinson Smith Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.