ShankerValleau Wealth Advisors’s Merck MRK Stock Holding History

ShankerValleau 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	$309K	Hold	2,407	–	–	0.08%	32
2026 Q1	$290K	Hold	2,407	–	–	0.08%	33
2025 Q4	$253K	Hold	2,407	–	–	0.07%	35
2025 Q3	$202K	Buy	+2,407	New	+$198K	0.05%	41
2025 Q2	–	Sell	-2,407	Closed	-$216K	–	42
2025 Q1	$216K	Hold	2,407	–	–	0.07%	35
2024 Q4	$239K	Buy	2,407 +300	+14%	+$30.9K	0.08%	32
2024 Q3	$239K	Hold	2,107	–	–	0.08%	26
2024 Q2	$261K	Hold	2,107	–	–	0.11%	22
2024 Q1	$278K	Hold	2,107	–	–	0.13%	20
2023 Q4	$230K	Hold	2,107	–	–	0.12%	21
2023 Q3	$217K	Hold	2,107	–	–	0.12%	21
2023 Q2	$243K	Buy	+2,107	New	+$239K	0.13%	20

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

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

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

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

ShankerValleau Wealth Advisors held its Merck (MRK) position steady in Q2 2026 at 2,407 shares worth $309K. The position accounts for 0.08% of the portfolio, ranked #32.

ShankerValleau Wealth Advisors first reported a position in MRK in Q2 2023 and has held it in 12 quarters since. 1,153 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

ShankerValleau Wealth Advisors held 2,407 shares of Merck worth $309K as of Q2 2026.
ShankerValleau Wealth Advisors left its Merck share count unchanged in Q2 2026.
Merck made up 0.08% of ShankerValleau Wealth Advisors's portfolio in Q2 2026, its #32 holding.
ShankerValleau Wealth Advisors first reported a position in Merck in Q2 2023 and has held it in 12 quarters since.
1,153 funds tracked by Wall St. Rank held Merck as of Q2 2026.

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