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Sonoma Allocations’s Merck MRK Stock Holding History

Sonoma Allocations’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 		$323K Buy
+2,548
New +$298K 0.1% 102
2025
Q4 		– Sell
-3,566
Closed -$299K – 150
2025
Q3 		$299K Buy
+3,566
New +$294K 0.11% 99

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
New York State Teachers Retirement System (NYSTRS)
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

Sonoma Allocations's MRK Position: Q2 2026 in Review

Sonoma Allocations opened a new position in Merck (MRK) in Q2 2026: 2,548 shares worth $323K. The stake represents 0.1% of the portfolio and ranks #102 among its holdings. This is a return to the name: Sonoma Allocations previously reported a position in MRK as recently as Q3 2025.

Sonoma Allocations first reported a position in MRK in Q3 2025 and has held it in 2 quarters since. 1,299 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Sonoma Allocations held 2,548 shares of Merck worth $323K as of Q2 2026.
  • Merck was a new Sonoma Allocations position in Q2 2026.
  • Merck made up 0.1% of Sonoma Allocations's portfolio in Q2 2026, its #102 holding.
  • Sonoma Allocations first reported a position in Merck in Q3 2025 and has held it in 2 quarters since.
  • 1,299 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Sonoma Allocations's 13F filing for Q2 2026, filed 8 Jul 2026.