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Rockline Wealth Management’s Merck MRK Stock Holding History

Rockline Wealth Management’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 		$6.37M Sell
49,547
-781
-2% -$91.4K 1.22% 25
2026
Q1 		$6.05M Sell
50,328
-632
-1% -$73K 1.32% 20
2025
Q4 		$5.36M Sell
50,960
-3,973
-7% -$373K 1.09% 26
2025
Q3 		$4.61M Sell
54,933
-298
-0.5% -$24.5K 0.95% 30
2025
Q2 		$4.37M Sell
55,231
-1,626
-3% -$129K 1.03% 29
2025
Q1 		$5.1M Buy
56,857
+963
+2% +$89.9K 1.42% 20
2024
Q4 		$5.56M Buy
55,894
+2,612
+5% +$269K 1.49% 16
2024
Q3 		$6.05M Buy
53,282
+1,692
+3% +$201K 1.71% 12
2024
Q2 		$6.39M Buy
51,590
+5,167
+11% +$666K 1.97% 9
2024
Q1 		$6.13M Buy
46,423
+646
+1% +$79.6K 2.14% 6
2023
Q4 		$4.99M Buy
+45,777
New +$4.75M 2.07% 9

Other funds holding MRK

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Rockline Wealth Management's MRK Position: Q2 2026 in Review

Rockline Wealth Management reduced its Merck (MRK) stake by 1.6% in Q2 2026, selling an estimated $91.4K and leaving 49,547 shares worth $6.37M. The position accounts for 1.22% of the portfolio, ranked #25.

Rockline Wealth Management first reported a position in MRK in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.39M in Q2 2024. 1,660 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Rockline Wealth Management held 49,547 shares of Merck worth $6.37M as of Q2 2026.
  • Rockline Wealth Management sold 781 Merck shares in Q2 2026, an estimated $91.4K.
  • Merck made up 1.22% of Rockline Wealth Management's portfolio in Q2 2026, its #25 holding.
  • Rockline Wealth Management first reported a position in Merck in Q4 2023 and has held it in 11 quarters since.
  • Rockline Wealth Management's Merck position peaked at $6.39M in Q2 2024.
  • 1,660 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Rockline Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.