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Sterneck Capital Management’s Merck MRK Stock Holding History

Sterneck Capital 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
2016
Q3 		– Sell
-19,388
Closed -$8K – 132
2016
Q2 		$8K Buy
+19,388
New +$1.03M 0.01% 127

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Swedbank
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Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Sterneck Capital Management's MRK Position: Q2 2026 in Review

Sterneck Capital Management reduced its Merck (MRK) stake by 39% in Q2 2026, selling an estimated $158K and leaving 2,137 shares worth $275K. The position accounts for 0.12% of the portfolio, ranked #85.

Sterneck Capital Management first reported a position in MRK in Q4 2024 and has held it in 7 quarters since. The position peaked at $420K in Q1 2026. 2,223 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Sterneck Capital Management held 2,137 shares of Merck worth $275K as of Q2 2026.
  • Sterneck Capital Management sold 1,354 Merck shares in Q2 2026, an estimated $158K.
  • Merck made up 0.12% of Sterneck Capital Management's portfolio in Q2 2026, its #85 holding.
  • Sterneck Capital Management first reported a position in Merck in Q4 2024 and has held it in 7 quarters since.
  • Sterneck Capital Management's Merck position peaked at $420K in Q1 2026.
  • 2,223 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Sterneck Capital Management's 13F filing for Q2 2026, filed 30 Jul 2026.