Secured Retirement Advisors’s Merck MRK Stock Holding History

Secured Retirement 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	$619K	Sell	4,813 -19,084	-80%	-$2.23M	0.32%	102
2026 Q1	$2.87M	Sell	23,897 -244	-1%	-$28.2K	1.63%	12
2025 Q4	$2.54M	Sell	24,141 -150	-0.6%	-$14.1K	1.42%	14
2025 Q3	$2.04M	Buy	24,291 +11,787	+94%	+$971K	1.14%	23
2025 Q2	$990K	Buy	+12,504	New	+$994K	0.59%	71
2024 Q1	–	Sell	-1,880	Closed	-$205K	–	116
2023 Q4	$205K	Buy	+1,880	New	+$195K	0.2%	101

Other funds holding MRK

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

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

Secured Retirement Advisors's MRK Position: Q2 2026 in Review

Secured Retirement Advisors reduced its Merck (MRK) stake by 80% in Q2 2026, selling an estimated $2.23M and leaving 4,813 shares worth $619K. The position accounts for 0.32% of the portfolio, ranked #102.

Secured Retirement Advisors first reported a position in MRK in Q4 2023 and has held it in 6 quarters since. The position peaked at $2.87M in Q1 2026. 925 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Secured Retirement Advisors held 4,813 shares of Merck worth $619K as of Q2 2026.
Secured Retirement Advisors sold 19,084 Merck shares in Q2 2026, an estimated $2.23M.
Merck made up 0.32% of Secured Retirement Advisors's portfolio in Q2 2026, its #102 holding.
Secured Retirement Advisors first reported a position in Merck in Q4 2023 and has held it in 6 quarters since.
Secured Retirement Advisors's Merck position peaked at $2.87M in Q1 2026.
925 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Secured Retirement Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.