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Smallwood Wealth Investment Management’s Merck MRK Stock Holding History

Smallwood Wealth Investment 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 		$441K Buy
3,432
+200
+6% +$23.4K 0.19% 57
2026
Q1 		$389K Hold
3,232
– – 0.2% 51
2025
Q4 		$340K Sell
3,232
-540
-14% -$50.7K 0.18% 59
2025
Q3 		$317K Buy
3,772
+50
+1% +$4.12K 0.16% 64
2025
Q2 		$295K Sell
3,722
-34
-0.9% -$2.7K 0.17% 65
2025
Q1 		$337K Hold
3,756
– – 0.21% 57
2024
Q4 		$374K Hold
3,756
– – 0.25% 55
2024
Q3 		$427K Buy
3,756
+200
+6% +$23.8K 0.3% 47
2024
Q2 		$440K Hold
3,556
– – 0.34% 44
2024
Q1 		$469K Hold
3,556
– – 0.36% 41
2023
Q4 		$388K Sell
3,556
-14,254
-80% -$1.48M 0.32% 43
2023
Q3 		$1.83M Buy
17,810
+119
+0.7% +$12.8K 1.67% 14
2023
Q2 		$2.04M Sell
17,691
-492
-3% -$55.9K 1.82% 14
2023
Q1 		$1.93M Sell
18,183
-858
-5% -$92.6K 1.83% 14
2022
Q4 		$2.11M Sell
19,041
-95
-0.5% -$9.71K 1.79% 13
2022
Q3 		$1.65M Buy
19,136
+888
+5% +$79.3K 1.48% 12
2022
Q2 		$1.66M Buy
18,248
+419
+2% +$37.1K 1.69% 13
2022
Q1 		$1.46M Buy
17,829
+204
+1% +$16.1K 1.38% 15
2021
Q4 		$1.35M Buy
+17,625
New +$1.4M 1.26% 14

Other funds holding MRK

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
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
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 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

Smallwood Wealth Investment Management's MRK Position: Q2 2026 in Review

Smallwood Wealth Investment Management increased its Merck (MRK) stake by 6.2% in Q2 2026, buying an estimated $23.4K and bringing the position to 3,432 shares worth $441K. The position accounts for 0.19% of the portfolio, ranked #57.

Smallwood Wealth Investment Management first reported a position in MRK in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.11M in Q4 2022. 2,129 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Smallwood Wealth Investment Management held 3,432 shares of Merck worth $441K as of Q2 2026.
  • Smallwood Wealth Investment Management bought 200 Merck shares in Q2 2026, an estimated $23.4K.
  • Merck made up 0.19% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #57 holding.
  • Smallwood Wealth Investment Management first reported a position in Merck in Q4 2021 and has held it in 19 quarters since.
  • Smallwood Wealth Investment Management's Merck position peaked at $2.11M in Q4 2022.
  • 2,129 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.