SWA
MRK icon

Sax Wealth Advisors’s Merck MRK Stock Holding History

Sax 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 		$3.58M Buy
29,762
+2,034
+7% +$238K 0.15% 110
2026
Q1 		$2.92M Sell
27,728
-110
-0.4% -$12.7K 0.14% 96
2025
Q4 		$2.93M Sell
27,838
-1,500
-5% -$141K 0.14% 97
2025
Q3 		$2.46M Buy
29,338
+12,712
+76% +$1.05M 0.13% 98
2025
Q2 		$1.32M Buy
16,626
+8,227
+98% +$654K 0.08% 143
2025
Q1 		$754K Buy
8,399
+993
+13% +$92.7K 0.05% 170
2024
Q4 		$737K Buy
7,406
+1,023
+16% +$105K 0.06% 153
2024
Q3 		$725K Buy
6,383
+707
+12% +$84K 0.06% 120
2024
Q2 		$703K Buy
5,676
+1,200
+27% +$155K 0.07% 113
2024
Q1 		$591K Sell
4,476
-159
-3% -$19.6K 0.07% 105
2023
Q4 		$505K Buy
4,635
+56
+1% +$5.81K 0.08% 120
2023
Q3 		$471K Buy
4,579
+545
+14% +$58.7K 0.09% 116
2023
Q2 		$465K Buy
4,034
+2
+0% +$227 0.09% 118
2023
Q1 		$429K Sell
4,032
-734
-15% -$79.2K 0.09% 119
2022
Q4 		$529K Buy
4,766
+251
+6% +$25.7K 0.12% 100
2022
Q3 		$389K Sell
4,515
-170
-4% -$15.2K 0.1% 116
2022
Q2 		$427K Buy
4,685
+48
+1% +$4.25K 0.11% 116
2022
Q1 		$380K Sell
4,637
-3,494
-43% -$275K 0.09% 123
2021
Q4 		$623K Sell
8,131
-550
-6% -$43.8K 0.13% 107
2021
Q3 		$652K Buy
8,681
+3,705
+74% +$282K 0.15% 88
2021
Q2 		$387K Sell
4,976
-232
-4% -$17.3K 0.13% 107
2021
Q1 		$383K Buy
5,208
+1,276
+32% +$94.1K 0.14% 100
2020
Q4 		$307K Buy
+3,932
New +$301K 0.14% 97

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

Sax Wealth Advisors's MRK Position: Q2 2026 in Review

Sax Wealth Advisors increased its Merck (MRK) stake by 7.3% in Q2 2026, buying an estimated $238K and bringing the position to 29,762 shares worth $3.58M. The position accounts for 0.15% of the portfolio, ranked #110.

Sax Wealth Advisors first reported a position in MRK in Q4 2020 and has held it in 23 quarters since. 1,867 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Sax Wealth Advisors held 29,762 shares of Merck worth $3.58M as of Q2 2026.
  • Sax Wealth Advisors bought 2,034 Merck shares in Q2 2026, an estimated $238K.
  • Merck made up 0.15% of Sax Wealth Advisors's portfolio in Q2 2026, its #110 holding.
  • Sax Wealth Advisors first reported a position in Merck in Q4 2020 and has held it in 23 quarters since.
  • 1,867 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.