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Segment Wealth Management’s Merck MRK Stock Holding History

Segment Wealth Management’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 		$1.87M Sell
14,554
-38
-0.3% -$4.45K 0.1% 126
2026
Q1 		$1.76M Buy
14,592
+602
+4% +$69.5K 0.1% 127
2025
Q4 		$1.47M Sell
13,990
-243
-2% -$22.8K 0.09% 127
2025
Q3 		$1.19M Sell
14,233
-865
-6% -$71.2K 0.07% 149
2025
Q2 		$1.2M Sell
15,098
-1,405
-9% -$112K 0.08% 141
2025
Q1 		$1.48M Sell
16,503
-805
-5% -$75.2K 0.1% 121
2024
Q4 		$1.72M Buy
17,308
+177
+1% +$18.2K 0.12% 105
2024
Q3 		$1.95M Buy
17,131
+2
+0% +$238 0.13% 99
2024
Q2 		$2.12M Buy
17,129
+2,894
+20% +$373K 0.16% 94
2024
Q1 		$1.88M Buy
14,235
+1,388
+11% +$171K 0.14% 100
2023
Q4 		$1.4M Buy
12,847
+4,058
+46% +$421K 0.12% 111
2023
Q3 		$905K Buy
8,789
+68
+0.8% +$7.33K 0.09% 127
2023
Q2 		$1.01M Sell
8,721
-4,052
-32% -$460K 0.1% 116
2023
Q1 		$1.36M Buy
12,773
+2
+0% +$216 0.15% 91
2022
Q4 		$1.42M Buy
12,771
+2
+0% +$204 0.16% 93
2022
Q3 		$1.1M Sell
12,769
-284
-2% -$25.4K 0.14% 95
2022
Q2 		$1.19M Sell
13,053
-1,615
-11% -$143K 0.15% 93
2022
Q1 		$1.2M Sell
14,668
-603
-4% -$47.5K 0.12% 108
2021
Q4 		$1.17M Buy
15,271
+2,778
+22% +$221K 0.12% 111
2021
Q3 		$938K Sell
12,493
-198
-2% -$15.1K 0.11% 121
2021
Q2 		$987K Sell
12,691
-501
-4% -$37.3K 0.12% 115
2021
Q1 		$970K Sell
13,192
-365
-3% -$26.9K 0.13% 112
2020
Q4 		$1.06M Sell
13,557
-479
-3% -$36.6K 0.15% 100
2020
Q3 		$1.11M Sell
14,036
-702
-5% -$55K 0.18% 96
2020
Q2 		$1.09M Sell
14,738
-1,674
-10% -$126K 0.2% 92
2020
Q1 		$1.21M Sell
16,412
-4,829
-23% -$380K 0.27% 84
2019
Q4 		$1.84M Buy
21,241
+6,204
+41% +$510K 0.31% 83
2019
Q3 		$1.21M Sell
15,037
-3,142
-17% -$252K 0.24% 89
2019
Q2 		$1.45M Sell
18,179
-104
-0.6% -$7.96K 0.3% 82
2019
Q1 		$1.45M Buy
18,283
+894
+5% +$66.9K 0.31% 84
2018
Q4 		$1.27M Sell
17,389
-8,354
-32% -$590K 0.32% 82
2018
Q3 		$1.74M Buy
25,743
+2,885
+13% +$184K 0.38% 85
2018
Q2 		$1.32M Buy
22,858
+183
+0.8% +$10.3K 0.31% 88
2018
Q1 		$1.18M Buy
22,675
+2,908
+15% +$157K 0.29% 90
2017
Q4 		$1.06M Sell
19,767
-1,213
-6% -$67.2K 0.26% 94
2017
Q3 		$1.28M Buy
20,980
+1,197
+6% +$72.6K 0.34% 85
2017
Q2 		$1.21M Buy
19,783
+2,993
+18% +$182K 0.33% 85
2017
Q1 		$1.02M Buy
16,790
+1,067
+7% +$64.7K 0.33% 87
2016
Q4 		$883K Buy
15,723
+461
+3% +$27K 0.32% 83
2016
Q3 		$909K Buy
15,262
+2
+0% +$117 0.36% 80
2016
Q2 		$839K Sell
15,260
-3,486
-19% -$186K 0.35% 70
2016
Q1 		$946K Sell
18,746
-426
-2% -$20.9K 0.35% 71
2015
Q4 		$966K Sell
19,172
-636
-3% -$32.1K 0.37% 70
2015
Q3 		$933K Sell
19,808
-42,361
-68% -$2.25M 0.36% 73
2015
Q2 		$3.38M Sell
62,169
-118
-0.2% -$6.62K 1.17% 25
2015
Q1 		$3.42M Buy
62,287
+4,711
+8% +$267K 1.14% 24
2014
Q4 		$3.12M Buy
57,576
+1,451
+3% +$80.8K 1.2% 21
2014
Q3 		$3.17M Buy
56,125
+2,061
+4% +$116K 1.21% 17
2014
Q2 		$2.98M Buy
54,064
+2,107
+4% +$115K 1.16% 19
2014
Q1 		$2.81M Buy
51,957
+4,553
+10% +$236K 1.31% 19
2013
Q4 		$2.26M Buy
47,404
+2,038
+4% +$93.2K 1.12% 22
2013
Q3 		$2.06M Buy
45,366
+1,570
+4% +$71.7K 1.12% 23
2013
Q2 		$1.94M Buy
+43,796
New +$1.96M 1.16% 20

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

Segment Wealth Management's MRK Position: Q2 2026 in Review

Segment Wealth Management reduced its Merck (MRK) stake by 0.26% in Q2 2026, selling an estimated $4.45K and leaving 14,554 shares worth $1.87M. The position accounts for 0.1% of the portfolio, ranked #126.

Segment Wealth Management first reported a position in MRK in Q2 2013 and has held it in 53 quarters since. The position peaked at $3.42M in Q1 2015. 1,867 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Segment Wealth Management held 14,554 shares of Merck worth $1.87M as of Q2 2026.
  • Segment Wealth Management sold 38 Merck shares in Q2 2026, an estimated $4.45K.
  • Merck made up 0.1% of Segment Wealth Management's portfolio in Q2 2026, its #126 holding.
  • Segment Wealth Management first reported a position in Merck in Q2 2013 and has held it in 53 quarters since.
  • Segment Wealth Management's Merck position peaked at $3.42M in Q1 2015.
  • 1,867 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Segment Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.