San Luis Wealth Advisors’s Merck MRK Stock Holding History

San Luis 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	$1.21M	Sell	9,440 -1,381	-13%	-$162K	0.18%	80
2026 Q1	$1.3M	Sell	10,821 -777	-7%	-$89.7K	0.22%	69
2025 Q4	$1.22M	Buy	11,598 +1,025	+10%	+$96.2K	0.2%	70
2025 Q3	$887K	Buy	10,573 +1,590	+18%	+$131K	0.16%	79
2025 Q2	$711K	Buy	+8,983	New	+$714K	0.15%	76
2024 Q3	–	Sell	-1,714	Closed	-$212K	–	153
2024 Q2	$212K	Buy	+1,714	New	+$221K	0.05%	122
2022 Q4	–	Sell	-6,211	Closed	-$535K	–	82
2022 Q3	$535K	Buy	+6,211	New	+$554K	0.56%	46
2022 Q2	–	Sell	-278	Closed	-$21K	–	295
2022 Q1	$21K	Buy	+278	New	+$21.9K	0.01%	310

Other funds holding MRK

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

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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 Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

San Luis Wealth Advisors's MRK Position: Q2 2026 in Review

San Luis Wealth Advisors reduced its Merck (MRK) stake by 13% in Q2 2026, selling an estimated $162K and leaving 9,440 shares worth $1.21M. The position accounts for 0.18% of the portfolio, ranked #80.

San Luis Wealth Advisors first reported a position in MRK in Q1 2022 and has held it in 8 quarters since. The position peaked at $1.3M in Q1 2026. 1,867 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

San Luis Wealth Advisors held 9,440 shares of Merck worth $1.21M as of Q2 2026.
San Luis Wealth Advisors sold 1,381 Merck shares in Q2 2026, an estimated $162K.
Merck made up 0.18% of San Luis Wealth Advisors's portfolio in Q2 2026, its #80 holding.
San Luis Wealth Advisors first reported a position in Merck in Q1 2022 and has held it in 8 quarters since.
San Luis Wealth Advisors's Merck position peaked at $1.3M in Q1 2026.
1,867 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on San Luis Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.