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Spire Wealth Management’s Merck MRK Stock Holding History

Spire Wealth 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 		$2.47M Sell
19,212
-939
-5% -$110K 0.07% 238
2026
Q1 		$2.42M Sell
20,151
-624
-3% -$72K 0.08% 225
2025
Q4 		$2.19M Sell
20,775
-1,252
-6% -$118K 0.07% 238
2025
Q3 		$1.85M Sell
22,027
-3,016
-12% -$248K 0.06% 249
2025
Q2 		$1.98M Sell
25,043
-15,557
-38% -$1.24M 0.07% 229
2025
Q1 		$3.64M Sell
40,600
-2,904
-7% -$271K 0.12% 158
2024
Q4 		$4.33M Sell
43,504
-15,210
-26% -$1.57M 0.13% 141
2024
Q3 		$6.67M Buy
58,714
+8,750
+18% +$1.04M 0.22% 95
2024
Q2 		$6.19M Sell
49,964
-3,231
-6% -$416K 0.22% 97
2024
Q1 		$7.02M Buy
53,195
+430
+0.8% +$53K 0.13% 117
2023
Q4 		$6.27M Buy
52,765
+2,491
+5% +$259K 0.21% 100
2023
Q3 		$5.18M Sell
50,274
-1,390
-3% -$150K 0.2% 99
2023
Q2 		$5.96M Sell
51,664
-4,380
-8% -$497K 0.22% 92
2023
Q1 		$5.96M Sell
56,044
-30,776
-35% -$3.32M 0.23% 96
2022
Q4 		$9.63M Buy
86,820
+16,960
+24% +$1.73M 0.54% 44
2022
Q3 		$6.02M Sell
69,860
-49,724
-42% -$4.44M 0.37% 68
2022
Q2 		$10.9M Buy
119,584
+50,842
+74% +$4.51M 0.45% 54
2022
Q1 		$5.64M Sell
68,742
-10,350
-13% -$816K 0.15% 145
2021
Q4 		$6.06M Buy
79,092
+17,464
+28% +$1.39M 0.13% 157
2021
Q3 		$4.63M Sell
61,628
-2,435
-4% -$185K 0.12% 166
2021
Q2 		$4.98M Sell
64,063
-18,947
-23% -$1.41M 0.13% 166
2021
Q1 		$5.92M Buy
+83,010
New +$6.12M 0.16% 143

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

Spire Wealth Management's MRK Position: Q2 2026 in Review

Spire Wealth Management reduced its Merck (MRK) stake by 4.7% in Q2 2026, selling an estimated $110K and leaving 19,212 shares worth $2.47M. The position accounts for 0.07% of the portfolio, ranked #238.

Spire Wealth Management first reported a position in MRK in Q1 2021 and has held it in 22 quarters since. The position peaked at $10.9M in Q2 2022. 1,867 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Spire Wealth Management held 19,212 shares of Merck worth $2.47M as of Q2 2026.
  • Spire Wealth Management sold 939 Merck shares in Q2 2026, an estimated $110K.
  • Merck made up 0.07% of Spire Wealth Management's portfolio in Q2 2026, its #238 holding.
  • Spire Wealth Management first reported a position in Merck in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Merck position peaked at $10.9M in Q2 2022.
  • 1,867 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.