Selective Wealth Management’s Merck MRK Stock Holding History

Selective 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	$227K	Buy	+1,779	New	+$208K	0.06%	121
2022 Q4	–	Sell	-2,610	Closed	-$225K	–	492
2022 Q3	$225K	Sell	2,610 -31	-1%	-$2.77K	0.1%	111
2022 Q2	$241K	Sell	2,641 -250	-9%	-$22.2K	0.09%	122
2022 Q1	$237K	Buy	2,891 +1,050	+57%	+$82.8K	0.09%	117
2021 Q4	$141K	Sell	1,841 -2,000	-52%	-$159K	0.06%	160
2021 Q3	$288K	Buy	3,841 +1,224	+47%	+$93.1K	0.15%	73
2021 Q2	$204K	Buy	2,617 +340	+15%	+$25.3K	0.16%	68
2021 Q1	$168K	Buy	2,277 +234	+11%	+$17.3K	0.15%	60
2020 Q4	$159K	Buy	2,043 +629	+44%	+$48.1K	0.1%	66
2020 Q3	$112K	Buy	1,414 +262	+23%	+$20.5K	0.09%	69
2020 Q2	$85K	Buy	1,152 +847	+278%	+$63.8K	0.07%	79
2020 Q1	$22K	Hold	305	–	–	0.03%	98
2019 Q4	$26K	Hold	305	–	–	0.03%	102
2019 Q3	$24K	Buy	+305	New	+$24.4K	0.03%	111
2018 Q3	$21K	Buy	+305	New	+$19.4K	0.25%	55

Other funds holding MRK

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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 Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

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

Selective Wealth Management opened a new position in Merck (MRK) in Q2 2026: 1,779 shares worth $227K. The stake represents 0.06% of the portfolio and ranks #121 among its holdings. This is a return to the name: Selective Wealth Management previously reported a position in MRK as recently as Q3 2022.

Selective Wealth Management first reported a position in MRK in Q3 2018 and has held it in 15 quarters since. The position peaked at $288K in Q3 2021. 1,660 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Selective Wealth Management held 1,779 shares of Merck worth $227K as of Q2 2026.
Merck was a new Selective Wealth Management position in Q2 2026.
Merck made up 0.06% of Selective Wealth Management's portfolio in Q2 2026, its #121 holding.
Selective Wealth Management first reported a position in Merck in Q3 2018 and has held it in 15 quarters since.
Selective Wealth Management's Merck position peaked at $288K in Q3 2021.
1,660 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Selective Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.