Royal Fund Management’s Merck MRK Stock Holding History

Royal Fund 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
2025 Q4	–	Sell	-23	Closed	-$874	–	314
2025 Q3	$874	Sell	23 -2,277	-99%	-$188K	﹤0.01%	268
2025 Q2	$138K	Buy	+2,300	New	+$183K	0.01%	290
2024 Q4	–	Sell	-300	Closed	-$34.1K	–	332
2024 Q3	$34.1K	Buy	+300	New	+$35.6K	﹤0.01%	340
2023 Q1	–	Sell	-2,900	Closed	-$322K	–	282
2022 Q4	$322K	Buy	+2,900	New	+$296K	0.05%	209
2022 Q2	–	Sell	-2,700	Closed	-$221K	–	214
2022 Q1	$221K	Buy	+2,700	New	+$213K	0.03%	192

Other funds holding MRK

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

Royal Fund Management's MRK Position: Q2 2026 in Review

Royal Fund Management increased its Merck (MRK) stake by 3.5% in Q2 2026, buying an estimated $283K and bringing the position to 71,225 shares worth $9.15M. The position accounts for 0.76% of the portfolio, ranked #37.

Royal Fund Management first reported a position in MRK in Q4 2016 and has held it in 39 quarters since. 1,299 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Royal Fund Management held 71,225 shares of Merck worth $9.15M as of Q2 2026.
Royal Fund Management bought 2,416 Merck shares in Q2 2026, an estimated $283K.
Merck made up 0.76% of Royal Fund Management's portfolio in Q2 2026, its #37 holding.
Royal Fund Management first reported a position in Merck in Q4 2016 and has held it in 39 quarters since.
1,299 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Royal Fund Management's 13F filing for Q2 2026, filed 20 Jul 2026.