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Southland Equity Partners’s Merck MRK Stock Holding History

Southland Equity Partners’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 		$277K Buy
2,154
+317
+17% +$37.1K 0.05% 247
2026
Q1 		$221K Buy
+1,837
New +$212K 0.04% 252
2024
Q3 		– Sell
-1,768
Closed -$219K – 232
2024
Q2 		$219K Buy
1,768
+2
+0.1% +$258 0.06% 191
2024
Q1 		$233K Buy
+1,766
New +$218K 0.07% 191

Other funds holding MRK

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
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
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

Southland Equity Partners's MRK Position: Q2 2026 in Review

Southland Equity Partners increased its Merck (MRK) stake by 17% in Q2 2026, buying an estimated $37.1K and bringing the position to 2,154 shares worth $277K. The position accounts for 0.05% of the portfolio, ranked #247.

Southland Equity Partners first reported a position in MRK in Q1 2024 and has held it in 4 quarters since. 1,561 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Southland Equity Partners held 2,154 shares of Merck worth $277K as of Q2 2026.
  • Southland Equity Partners bought 317 Merck shares in Q2 2026, an estimated $37.1K.
  • Merck made up 0.05% of Southland Equity Partners's portfolio in Q2 2026, its #247 holding.
  • Southland Equity Partners first reported a position in Merck in Q1 2024 and has held it in 4 quarters since.
  • 1,561 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Southland Equity Partners's 13F filing for Q2 2026, filed 13 Jul 2026.