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Roxbury Financial’s Merck MRK Stock Holding History

Roxbury Financial’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 		$756K Sell
5,883
-45
-0.8% -$5.27K 0.6% 45
2026
Q1 		$713K Buy
5,928
+53
+0.9% +$6.12K 0.64% 44
2025
Q4 		$618K Sell
5,875
-298
-5% -$28K 0.55% 47
2025
Q3 		$518K Sell
6,173
-142
-2% -$11.7K 0.48% 50
2025
Q2 		$500K Sell
6,315
-2,672
-30% -$212K 0.49% 49
2025
Q1 		$829K Sell
8,987
-486
-5% -$45.4K 0.81% 37
2024
Q4 		$963K Buy
+9,473
New +$977K 0.93% 34

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

Roxbury Financial's MRK Position: Q2 2026 in Review

Roxbury Financial reduced its Merck (MRK) stake by 0.76% in Q2 2026, selling an estimated $5.27K and leaving 5,883 shares worth $756K. The position accounts for 0.6% of the portfolio, ranked #45.

Roxbury Financial first reported a position in MRK in Q4 2024 and has held it in 7 quarters since. The position peaked at $963K in Q4 2024. 1,299 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Roxbury Financial held 5,883 shares of Merck worth $756K as of Q2 2026.
  • Roxbury Financial sold 45 Merck shares in Q2 2026, an estimated $5.27K.
  • Merck made up 0.6% of Roxbury Financial's portfolio in Q2 2026, its #45 holding.
  • Roxbury Financial first reported a position in Merck in Q4 2024 and has held it in 7 quarters since.
  • Roxbury Financial's Merck position peaked at $963K in Q4 2024.
  • 1,299 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.