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RTD Financial Advisors’s Merck MRK Stock Holding History

RTD Financial 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 		$508K Buy
3,952
+380
+11% +$44.5K 0.06% 93
2026
Q1 		$430K Sell
3,572
-63
-2% -$7.27K 0.05% 89
2025
Q4 		$383K Buy
3,635
+150
+4% +$14.1K 0.05% 94
2025
Q3 		$292K Buy
3,485
+9
+0.3% +$741 0.04% 99
2025
Q2 		$275K Sell
3,476
-123
-3% -$9.78K 0.04% 95
2025
Q1 		$323K Buy
3,599
+30
+0.8% +$2.8K 0.04% 98
2024
Q4 		$355K Sell
3,569
-59
-2% -$6.08K 0.05% 95
2024
Q3 		$412K Sell
3,628
-59
-2% -$7.01K 0.05% 91
2024
Q2 		$456K Buy
3,687
+600
+19% +$77.3K 0.06% 84
2024
Q1 		$407K Sell
3,087
-103
-3% -$12.7K 0.05% 83
2023
Q4 		$348K Hold
3,190
– – 0.05% 88
2023
Q3 		$328K Hold
3,190
– – 0.05% 86
2023
Q2 		$368K Sell
3,190
-338
-10% -$38.4K 0.05% 81
2023
Q1 		$375K Sell
3,528
-3,551
-50% -$383K 0.06% 79
2022
Q4 		$785K Sell
7,079
-649
-8% -$66.3K 0.13% 62
2022
Q3 		$666K Sell
7,728
-721
-9% -$64.4K 0.12% 62
2022
Q2 		$770K Sell
8,449
-147
-2% -$13K 0.12% 69
2022
Q1 		$705K Buy
8,596
+264
+3% +$20.8K 0.1% 68
2021
Q4 		$638K Buy
+8,332
New +$664K 0.08% 73

Other funds holding MRK

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

RTD Financial Advisors's MRK Position: Q2 2026 in Review

RTD Financial Advisors increased its Merck (MRK) stake by 11% in Q2 2026, buying an estimated $44.5K and bringing the position to 3,952 shares worth $508K. The position accounts for 0.06% of the portfolio, ranked #93.

RTD Financial Advisors first reported a position in MRK in Q4 2021 and has held it in 19 quarters since. The position peaked at $785K in Q4 2022. 1,752 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • RTD Financial Advisors held 3,952 shares of Merck worth $508K as of Q2 2026.
  • RTD Financial Advisors bought 380 Merck shares in Q2 2026, an estimated $44.5K.
  • Merck made up 0.06% of RTD Financial Advisors's portfolio in Q2 2026, its #93 holding.
  • RTD Financial Advisors first reported a position in Merck in Q4 2021 and has held it in 19 quarters since.
  • RTD Financial Advisors's Merck position peaked at $785K in Q4 2022.
  • 1,752 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on RTD Financial Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.