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Stone Summit Wealth’s Merck MRK Stock Holding History

Stone Summit Wealth’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 		$2.24M Sell
17,426
-140
-0.8% -$16.4K 0.57% 52
2026
Q1 		$2.11M Buy
17,566
+5,280
+43% +$610K 0.59% 50
2025
Q4 		$1.29M Buy
12,286
+2,460
+25% +$231K 0.35% 62
2025
Q3 		$825K Sell
9,826
-5,410
-36% -$446K 0.23% 72
2025
Q2 		$1.21M Sell
15,236
-1,511
-9% -$120K 0.37% 65
2025
Q1 		$1.5M Sell
16,747
-2,187
-12% -$204K 0.51% 62
2024
Q4 		$1.88M Sell
18,934
-10,949
-37% -$1.13M 0.63% 52
2024
Q3 		$3.39M Buy
29,883
+70
+0.2% +$8.32K 1.09% 30
2024
Q2 		$3.69M Buy
29,813
+391
+1% +$50.4K 1.32% 23
2024
Q1 		$3.88M Buy
29,422
+840
+3% +$104K 1.35% 20
2023
Q4 		$3.12M Buy
28,582
+115
+0.4% +$11.9K 1.2% 26
2023
Q3 		$2.93M Buy
28,467
+1,557
+6% +$168K 1.26% 23
2023
Q2 		$3.11M Buy
26,910
+8,196
+44% +$931K 1.29% 24
2023
Q1 		$1.99M Sell
18,714
-499
-3% -$53.9K 0.89% 40
2022
Q4 		$2.13M Hold
19,213
– – 1.05% 30
2022
Q3 		$1.66M Buy
19,213
+614
+3% +$54.8K 1.02% 34
2022
Q2 		$1.7M Buy
18,599
+5,030
+37% +$446K 1.01% 33
2022
Q1 		$1.13M Buy
13,569
+7,259
+115% +$572K 0.64% 51
2021
Q4 		$485K Buy
+6,310
New +$503K 0.39% 80

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

Stone Summit Wealth's MRK Position: Q2 2026 in Review

Stone Summit Wealth reduced its Merck (MRK) stake by 0.8% in Q2 2026, selling an estimated $16.4K and leaving 17,426 shares worth $2.24M. The position accounts for 0.57% of the portfolio, ranked #52.

Stone Summit Wealth first reported a position in MRK in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.88M in Q1 2024. 1,867 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Stone Summit Wealth held 17,426 shares of Merck worth $2.24M as of Q2 2026.
  • Stone Summit Wealth sold 140 Merck shares in Q2 2026, an estimated $16.4K.
  • Merck made up 0.57% of Stone Summit Wealth's portfolio in Q2 2026, its #52 holding.
  • Stone Summit Wealth first reported a position in Merck in Q4 2021 and has held it in 19 quarters since.
  • Stone Summit Wealth's Merck position peaked at $3.88M in Q1 2024.
  • 1,867 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Stone Summit Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.