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Sarver Vrooman Wealth Advisors’s Merck MRK Stock Holding History

Sarver Vrooman 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 		$91.7K Sell
719
-164
-19% -$19.2K 0.05% 35
2026
Q1 		$106K Sell
883
-79
-8% -$9.12K 0.07% 28
2025
Q4 		$101K Sell
962
-294
-23% -$27.6K 0.06% 27
2025
Q3 		$105K Hold
1,256
– – 0.07% 26
2025
Q2 		$99.4K Sell
1,256
-77
-6% -$6.12K 0.07% 24
2025
Q1 		$120K Buy
+1,333
New +$124K 0.08% 17

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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Sarver Vrooman Wealth Advisors's MRK Position: Q2 2026 in Review

Sarver Vrooman Wealth Advisors reduced its Merck (MRK) stake by 19% in Q2 2026, selling an estimated $19.2K and leaving 719 shares worth $91.7K. The position accounts for 0.05% of the portfolio, ranked #35.

Sarver Vrooman Wealth Advisors first reported a position in MRK in Q1 2025 and has held it in 6 quarters since. The position peaked at $120K in Q1 2025. 730 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Sarver Vrooman Wealth Advisors held 719 shares of Merck worth $91.7K as of Q2 2026.
  • Sarver Vrooman Wealth Advisors sold 164 Merck shares in Q2 2026, an estimated $19.2K.
  • Merck made up 0.05% of Sarver Vrooman Wealth Advisors's portfolio in Q2 2026, its #35 holding.
  • Sarver Vrooman Wealth Advisors first reported a position in Merck in Q1 2025 and has held it in 6 quarters since.
  • Sarver Vrooman Wealth Advisors's Merck position peaked at $120K in Q1 2025.
  • 730 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Sarver Vrooman Wealth Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.