Stonehearth Capital Management’s Merck MRK Stock Holding History

Stonehearth 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
2026 Q2	$244K	Sell	1,896 -932	-33%	-$109K	0.08%	71
2026 Q1	$340K	Buy	2,828 +467	+20%	+$53.9K	0.13%	56
2025 Q4	$249K	Buy	+2,361	New	+$222K	0.09%	83
2024 Q3	–	Sell	-2,231	Closed	-$276K	–	80
2024 Q2	$276K	Sell	2,231 -1,500	-40%	-$193K	0.12%	59
2024 Q1	$492K	Hold	3,731	–	–	0.22%	36
2023 Q4	$407K	Hold	3,731	–	–	0.2%	41
2023 Q3	$384K	Hold	3,731	–	–	0.21%	40
2023 Q2	$431K	Hold	3,731	–	–	0.23%	37
2023 Q1	$397K	Hold	3,731	–	–	0.21%	40
2022 Q4	$414K	Hold	3,731	–	–	0.23%	41
2022 Q3	$321K	Hold	3,731	–	–	0.2%	44
2022 Q2	$346K	Buy	3,731 +666	+22%	+$59K	0.2%	49
2022 Q1	$251K	Hold	3,065	–	–	0.13%	61
2021 Q4	$235K	Hold	3,065	–	–	0.12%	60
2021 Q3	$230K	Hold	3,065	–	–	0.12%	57
2021 Q2	$238K	Sell	3,065 -147	-5%	-$10.9K	0.12%	57
2021 Q1	$236K	Hold	3,212	–	–	0.13%	55
2020 Q4	$251K	Hold	3,212	–	–	0.14%	52
2020 Q3	$254K	Sell	3,212 -55	-2%	-$4.31K	0.17%	46
2020 Q2	$246K	Buy	3,267 +55	+2%	+$4.14K	0.16%	49
2020 Q1	$236K	Hold	3,212	–	–	0.19%	48
2019 Q4	$279K	Buy	+3,212	New	+$264K	0.18%	48

Other funds holding MRK

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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 Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Stonehearth Capital Management reduced its Merck (MRK) stake by 33% in Q2 2026, selling an estimated $109K and leaving 1,896 shares worth $244K. The position accounts for 0.08% of the portfolio, ranked #71.

Stonehearth Capital Management first reported a position in MRK in Q4 2019 and has held it in 22 quarters since. The position peaked at $492K in Q1 2024. 1,784 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Stonehearth Capital Management held 1,896 shares of Merck worth $244K as of Q2 2026.
Stonehearth Capital Management sold 932 Merck shares in Q2 2026, an estimated $109K.
Merck made up 0.08% of Stonehearth Capital Management's portfolio in Q2 2026, its #71 holding.
Stonehearth Capital Management first reported a position in Merck in Q4 2019 and has held it in 22 quarters since.
Stonehearth Capital Management's Merck position peaked at $492K in Q1 2024.
1,784 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Stonehearth Capital Management's 13F filing for Q2 2026, filed 7 Jul 2026.