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SOA Wealth Advisors’s Merck MRK Stock Holding History

SOA 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 		$943K Buy
7,342
+296
+4% +$34.6K 0.16% 88
2026
Q1 		$848K Buy
7,046
+519
+8% +$59.9K 0.16% 80
2025
Q4 		$687K Sell
6,527
-1,020
-14% -$95.7K 0.12% 100
2025
Q3 		$633K Buy
7,547
+31
+0.4% +$2.55K 0.11% 104
2025
Q2 		$595K Sell
7,516
-37
-0.5% -$2.94K 0.11% 107
2025
Q1 		$678K Sell
7,553
-19
-0.3% -$1.77K 0.14% 88
2024
Q4 		$753K Sell
7,572
-994
-12% -$102K 0.14% 88
2024
Q3 		$973K Sell
8,566
-2
-0% -$238 0.19% 73
2024
Q2 		$1.06M Sell
8,568
-107
-1% -$13.8K 0.21% 71
2024
Q1 		$1.14M Buy
8,675
+39
+0.5% +$4.81K 0.24% 66
2023
Q4 		$941K Buy
8,636
+19
+0.2% +$1.97K 0.21% 65
2023
Q3 		$887K Buy
8,617
+37
+0.4% +$3.99K 0.22% 65
2023
Q2 		$990K Buy
8,580
+31
+0.4% +$3.52K 0.23% 62
2023
Q1 		$909K Buy
8,549
+15
+0.2% +$1.62K 0.22% 64
2022
Q4 		$947K Buy
8,534
+32
+0.4% +$3.27K 0.25% 63
2022
Q3 		$732K Buy
8,502
+36
+0.4% +$3.21K 0.22% 66
2022
Q2 		$771K Sell
8,466
-478
-5% -$42.4K 0.23% 67
2022
Q1 		$733K Buy
8,944
+364
+4% +$28.7K 0.18% 82
2021
Q4 		$661K Sell
8,580
-423
-5% -$33.7K 0.16% 83
2021
Q3 		$676K Buy
9,003
+53
+0.6% +$4.03K 0.17% 82
2021
Q2 		$696K Sell
8,950
-191
-2% -$14.2K 0.18% 79
2021
Q1 		$672K Sell
9,141
-39
-0.4% -$2.88K 0.19% 79
2020
Q4 		$656K Buy
+9,180
New +$702K 0.18% 74

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

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

SOA Wealth Advisors increased its Merck (MRK) stake by 4.2% in Q2 2026, buying an estimated $34.6K and bringing the position to 7,342 shares worth $943K. The position accounts for 0.16% of the portfolio, ranked #88.

SOA Wealth Advisors first reported a position in MRK in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.14M in Q1 2024. 1,867 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • SOA Wealth Advisors held 7,342 shares of Merck worth $943K as of Q2 2026.
  • SOA Wealth Advisors bought 296 Merck shares in Q2 2026, an estimated $34.6K.
  • Merck made up 0.16% of SOA Wealth Advisors's portfolio in Q2 2026, its #88 holding.
  • SOA Wealth Advisors first reported a position in Merck in Q4 2020 and has held it in 23 quarters since.
  • SOA Wealth Advisors's Merck position peaked at $1.14M in Q1 2024.
  • 1,867 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.