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Sovereign Financial Group’s Merck MRK Stock Holding History

Sovereign Financial Group’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 		$618K Hold
4,808
– – 0.09% 190
2026
Q1 		$578K Buy
4,808
+139
+3% +$16K 0.1% 184
2025
Q4 		$491K Sell
4,669
-10
-0.2% -$939 0.08% 197
2025
Q3 		$393K Buy
4,679
+40
+0.9% +$3.29K 0.07% 221
2025
Q2 		$367K Sell
4,639
-50
-1% -$3.97K 0.08% 222
2025
Q1 		$421K Buy
4,689
+176
+4% +$16.4K 0.1% 183
2024
Q4 		$449K Sell
4,513
-312
-6% -$32.2K 0.1% 181
2024
Q3 		$548K Sell
4,825
-73
-1% -$8.67K 0.13% 149
2024
Q2 		$606K Sell
4,898
-7
-0.1% -$902 0.15% 127
2024
Q1 		$647K Buy
4,905
+539
+12% +$66.4K 0.17% 119
2023
Q4 		$476K Sell
4,366
-814
-16% -$84.5K 0.15% 143
2023
Q3 		$533K Sell
5,180
-890
-15% -$95.9K 0.19% 114
2023
Q2 		$700K Buy
6,070
+179
+3% +$20.3K 0.23% 105
2023
Q1 		$627K Buy
5,891
+6
+0.1% +$648 0.23% 107
2022
Q4 		$653K Buy
5,885
+2,144
+57% +$219K 0.26% 99
2022
Q3 		$322K Sell
3,741
-199
-5% -$17.8K 0.13% 146
2022
Q2 		$359K Sell
3,940
-88
-2% -$7.8K 0.14% 137
2022
Q1 		$330K Buy
4,028
+947
+31% +$74.7K 0.12% 160
2021
Q4 		$236K Buy
+3,081
New +$245K 0.09% 179
2021
Q3 		– Sell
-3,210
Closed -$247K – 184
2021
Q2 		$247K Sell
3,210
-154
-5% -$11.5K 0.15% 131
2021
Q1 		$247K Buy
3,364
+774
+30% +$57.1K 0.15% 131
2020
Q4 		$202K Buy
+2,590
New +$198K 0.15% 129

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

Sovereign Financial Group's MRK Position: Q2 2026 in Review

Sovereign Financial Group held its Merck (MRK) position steady in Q2 2026 at 4,808 shares worth $618K. The position accounts for 0.09% of the portfolio, ranked #190.

Sovereign Financial Group first reported a position in MRK in Q4 2020 and has held it in 22 quarters since. The position peaked at $700K in Q2 2023. 1,867 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Sovereign Financial Group held 4,808 shares of Merck worth $618K as of Q2 2026.
  • Sovereign Financial Group left its Merck share count unchanged in Q2 2026.
  • Merck made up 0.09% of Sovereign Financial Group's portfolio in Q2 2026, its #190 holding.
  • Sovereign Financial Group first reported a position in Merck in Q4 2020 and has held it in 22 quarters since.
  • Sovereign Financial Group's Merck position peaked at $700K in Q2 2023.
  • 1,867 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.