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Sequoia Financial Advisors’s Merck MRK Stock Holding History

Sequoia Financial 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 		$37.5M Sell
292,117
-4,929
-2% -$577K 0.19% 86
2026
Q1 		$35.7M Sell
297,046
-9,097
-3% -$1.05M 0.2% 88
2025
Q4 		$32.2M Sell
306,143
-5,422
-2% -$509K 0.18% 96
2025
Q3 		$26.1M Buy
311,565
+12,467
+4% +$1.03M 0.16% 109
2025
Q2 		$23.7M Buy
299,098
+18,652
+7% +$1.48M 0.16% 110
2025
Q1 		$25.2M Sell
280,446
-80,987
-22% -$7.56M 0.19% 102
2024
Q4 		$36M Buy
361,433
+32,726
+10% +$3.37M 0.35% 63
2024
Q3 		$37.3M Buy
328,707
+150,432
+84% +$17.9M 0.4% 60
2024
Q2 		$22.1M Buy
178,275
+19,179
+12% +$2.47M 0.27% 85
2024
Q1 		$21M Sell
159,096
-10,864
-6% -$1.34M 0.26% 83
2023
Q4 		$18.5M Buy
169,960
+111,706
+192% +$11.6M 0.23% 88
2023
Q3 		$6M Buy
58,254
+1,239
+2% +$134K 0.11% 136
2023
Q2 		$6.59M Sell
57,015
-61,165
-52% -$6.94M 0.11% 135
2023
Q1 		$12.6M Sell
118,180
-56,575
-32% -$6.11M 0.28% 65
2022
Q4 		$19.4M Buy
174,755
+47,442
+37% +$4.85M 0.48% 39
2022
Q3 		$11M Sell
127,313
-1,218
-0.9% -$109K 0.35% 50
2022
Q2 		$11.7M Sell
128,531
-56,835
-31% -$5.04M 0.33% 51
2022
Q1 		$15.2M Buy
185,366
+26,287
+17% +$2.07M 0.38% 45
2021
Q4 		$12.2M Buy
159,079
+123,673
+349% +$9.85M 0.33% 60
2021
Q3 		$2.66M Sell
35,406
-41,577
-54% -$3.16M 0.27% 60
2021
Q2 		$5.99M Buy
76,983
+14,047
+22% +$1.04M 0.22% 85
2021
Q1 		$4.63M Buy
62,936
+14,016
+29% +$1.03M 0.19% 83
2020
Q4 		$3.82M Sell
48,920
-86
-0.2% -$6.58K 0.17% 82
2020
Q3 		$3.88M Buy
49,006
+10,135
+26% +$794K 0.2% 65
2020
Q2 		$2.87M Buy
38,871
+4,438
+13% +$334K 0.17% 73
2020
Q1 		$2.53M Buy
34,433
+4,374
+15% +$344K 0.19% 68
2019
Q4 		$2.61M Buy
30,059
+1,440
+5% +$118K 0.17% 78
2019
Q3 		$2.3M Sell
28,619
-433
-1% -$34.7K 0.17% 78
2019
Q2 		$2.32M Buy
29,052
+143
+0.5% +$10.9K 0.17% 77
2019
Q1 		$2.29M Buy
28,909
+9,175
+46% +$686K 0.19% 76
2018
Q4 		$1.44M Sell
19,734
-219
-1% -$15.5K 0.17% 82
2018
Q3 		$1.35M Sell
19,953
-409
-2% -$26.1K 0.13% 97
2018
Q2 		$1.18M Sell
20,362
-1,669
-8% -$94.2K 0.13% 101
2018
Q1 		$1.15M Buy
22,031
+40
+0.2% +$2.16K 0.12% 106
2017
Q4 		$1.18M Buy
21,991
+1,281
+6% +$71K 0.12% 106
2017
Q3 		$1.26M Buy
20,710
+1,326
+7% +$80.4K 0.15% 93
2017
Q2 		$1.19M Buy
19,384
+1,573
+9% +$95.8K 0.15% 97
2017
Q1 		$1.08M Sell
17,811
-5,552
-24% -$337K 0.14% 99
2016
Q4 		$1.31M Buy
23,363
+1,653
+8% +$96.7K 0.19% 84
2016
Q3 		$1.29M Sell
21,710
-1,499
-6% -$87.7K 0.24% 69
2016
Q2 		$1.28M Buy
23,209
+6,494
+39% +$346K 0.36% 59
2016
Q1 		$844K Buy
16,715
+1,719
+11% +$84.2K 0.27% 71
2015
Q4 		$756K Buy
14,996
+722
+5% +$36.4K 0.3% 66
2015
Q3 		$673K Sell
14,274
-797
-5% -$42.3K 0.29% 69
2015
Q2 		$819K Buy
15,071
+646
+4% +$36.2K 0.35% 68
2015
Q1 		$791K Buy
14,425
+3,048
+27% +$173K 0.36% 67
2014
Q4 		$617K Sell
11,377
-187
-2% -$10.4K 0.42% 63
2014
Q3 		$654K Sell
11,564
-192
-2% -$10.8K 0.45% 59
2014
Q2 		$649K Sell
11,756
-4
-0% -$218 0.49% 52
2014
Q1 		$637K Buy
11,760
+603
+5% +$31.2K 0.53% 50
2013
Q4 		$533K Buy
+11,157
New +$510K 0.44% 66

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

Sequoia Financial Advisors's MRK Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Merck (MRK) stake by 1.7% in Q2 2026, selling an estimated $577K and leaving 292,117 shares worth $37.5M. The position accounts for 0.19% of the portfolio, ranked #86.

Sequoia Financial Advisors first reported a position in MRK in Q4 2013 and has held it in 51 quarters since. 711 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Sequoia Financial Advisors held 292,117 shares of Merck worth $37.5M as of Q2 2026.
  • Sequoia Financial Advisors sold 4,929 Merck shares in Q2 2026, an estimated $577K.
  • Merck made up 0.19% of Sequoia Financial Advisors's portfolio in Q2 2026, its #86 holding.
  • Sequoia Financial Advisors first reported a position in Merck in Q4 2013 and has held it in 51 quarters since.
  • 711 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.