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Sara-Bay Financial’s Merck MRK Stock Holding History

Sara-Bay 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 		$1.07M Sell
8,311
-321
-4% -$37.6K 0.28% 32
2026
Q1 		$1.04M Sell
8,632
-314
-4% -$36.3K 0.31% 29
2025
Q4 		$949K Sell
8,946
-338
-4% -$31.7K 0.28% 31
2025
Q3 		$779K Sell
9,284
-103
-1% -$8.48K 0.22% 37
2025
Q2 		$743K Hold
9,387
– – 0.27% 34
2025
Q1 		$838K Sell
9,387
-558
-6% -$52.1K 0.37% 33
2024
Q4 		$978K Buy
9,945
+61
+0.6% +$6.29K 0.36% 25
2024
Q3 		$1.12M Buy
9,884
+376
+4% +$44.7K 0.41% 27
2024
Q2 		$1.18M Buy
9,508
+1,208
+15% +$156K 0.48% 25
2024
Q1 		$1.09M Buy
8,300
+2,385
+40% +$294K 0.49% 23
2023
Q4 		$645K Hold
5,915
– – 0.31% 36
2023
Q3 		$609K Buy
5,915
+1,013
+21% +$109K 0.31% 32
2023
Q2 		$566K Buy
4,902
+126
+3% +$14.3K 0.28% 42
2023
Q1 		$508K Hold
4,776
– – 0.26% 42
2022
Q4 		$530K Buy
4,776
+343
+8% +$35.1K 0.3% 43
2022
Q3 		$382K Buy
4,433
+480
+12% +$42.9K 0.21% 52
2022
Q2 		$364K Buy
3,953
+606
+18% +$53.7K 0.18% 58
2022
Q1 		$275K Hold
3,347
– – 0.11% 69
2021
Q4 		$257K Hold
3,347
– – 0.08% 72
2021
Q3 		$251K Hold
3,347
– – 0.1% 66
2021
Q2 		$261K Sell
3,347
-161
-5% -$12K 0.1% 69
2021
Q1 		$258K Sell
3,508
-92
-3% -$6.79K 0.11% 68
2020
Q4 		$281K Sell
3,600
-105
-3% -$8.03K 0.13% 65
2020
Q3 		$293K Buy
3,705
+526
+17% +$41.2K 0.16% 61
2020
Q2 		$238K Buy
+3,179
New +$239K 0.14% 69

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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Sara-Bay Financial's MRK Position: Q2 2026 in Review

Sara-Bay Financial reduced its Merck (MRK) stake by 3.7% in Q2 2026, selling an estimated $37.6K and leaving 8,311 shares worth $1.07M. The position accounts for 0.28% of the portfolio, ranked #32.

Sara-Bay Financial first reported a position in MRK in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.18M in Q2 2024. 1,867 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Sara-Bay Financial held 8,311 shares of Merck worth $1.07M as of Q2 2026.
  • Sara-Bay Financial sold 321 Merck shares in Q2 2026, an estimated $37.6K.
  • Merck made up 0.28% of Sara-Bay Financial's portfolio in Q2 2026, its #32 holding.
  • Sara-Bay Financial first reported a position in Merck in Q2 2020 and has held it in 25 quarters since.
  • Sara-Bay Financial's Merck position peaked at $1.18M in Q2 2024.
  • 1,867 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Sara-Bay Financial's 13F filing for Q2 2026, filed 17 Jul 2026.