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Summit Financial Strategies’s Merck MRK Stock Holding History

Summit Financial Strategies’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 		$649K Sell
5,052
-1,005
-17% -$118K 0.05% 87
2026
Q1 		$729K Sell
6,057
-17
-0.3% -$1.96K 0.06% 79
2025
Q4 		$639K Buy
6,074
+377
+7% +$35.4K 0.05% 80
2025
Q3 		$478K Sell
5,697
-76
-1% -$6.26K 0.04% 94
2025
Q2 		$457K Buy
5,773
+132
+2% +$10.5K 0.04% 92
2025
Q1 		$506K Buy
5,641
+241
+4% +$22.5K 0.05% 84
2024
Q4 		$537K Hold
5,400
– – 0.06% 78
2024
Q3 		$613K Hold
5,400
– – 0.07% 68
2024
Q2 		$669K Sell
5,400
-226
-4% -$29.1K 0.08% 68
2024
Q1 		$742K Sell
5,626
-167
-3% -$20.6K 0.1% 63
2023
Q4 		$632K Hold
5,793
– – 0.1% 63
2023
Q3 		$596K Sell
5,793
-371
-6% -$40K 0.11% 60
2023
Q2 		$711K Buy
6,164
+132
+2% +$15K 0.13% 56
2023
Q1 		$642K Sell
6,032
-969
-14% -$105K 0.13% 58
2022
Q4 		$777K Sell
7,001
-3,030
-30% -$310K 0.17% 45
2022
Q3 		$864K Buy
10,031
+3,001
+43% +$268K 0.21% 41
2022
Q2 		$641K Buy
7,030
+850
+14% +$75.4K 0.15% 47
2022
Q1 		$507K Buy
6,180
+6
+0.1% +$473 0.1% 62
2021
Q4 		$473K Hold
6,174
– – 0.09% 66
2021
Q3 		$464K Buy
6,174
+247
+4% +$18.8K 0.09% 67
2021
Q2 		$461K Sell
5,927
-35
-0.6% -$2.6K 0.09% 66
2021
Q1 		$439K Sell
5,962
-132
-2% -$9.74K 0.16% 36
2020
Q4 		$476K Buy
6,094
+446
+8% +$34.1K 0.16% 42
2020
Q3 		$447K Sell
5,648
-754
-12% -$59.1K 0.18% 39
2020
Q2 		$472K Buy
6,402
+267
+4% +$20.1K 0.21% 35
2020
Q1 		$450K Sell
6,135
-1,026
-14% -$80.6K 0.24% 29
2019
Q4 		$621K Buy
7,161
+381
+6% +$31.3K 0.3% 23
2019
Q3 		$545K Buy
6,780
+2
+0% +$160 0.26% 27
2019
Q2 		$542K Sell
6,778
-35
-0.5% -$2.68K 0.26% 27
2019
Q1 		$541K Sell
6,813
-105
-2% -$7.85K 0.27% 26
2018
Q4 		$504K Buy
6,918
+98
+1% +$6.92K 0.28% 30
2018
Q3 		$462K Sell
6,820
-99
-1% -$6.31K 0.21% 26
2018
Q2 		$401K Buy
6,919
+211
+3% +$11.9K 0.19% 27
2018
Q1 		$349K Buy
6,708
+145
+2% +$7.83K 0.18% 33
2017
Q4 		$352K Sell
6,563
-1,095
-14% -$60.7K 0.18% 33
2017
Q3 		$468K Sell
7,658
-697
-8% -$42.3K 0.27% 24
2017
Q2 		$511K Buy
8,355
+381
+5% +$23.2K 0.31% 23
2017
Q1 		$483K Buy
7,974
+341
+4% +$20.7K 0.35% 21
2016
Q4 		$429K Sell
7,633
-681
-8% -$39.9K 0.29% 24
2016
Q3 		$495K Buy
8,314
+210
+3% +$12.3K 0.35% 20
2016
Q2 		$445K Sell
8,104
-157
-2% -$8.36K 0.33% 25
2016
Q1 		$417K Sell
8,261
-557
-6% -$27.3K 0.31% 26
2015
Q4 		$444K Sell
8,818
-2,623
-23% -$132K 0.35% 24
2015
Q3 		$539K Sell
11,441
-786
-6% -$41.8K 0.45% 20
2015
Q2 		$664K Buy
12,227
+1,923
+19% +$108K 0.52% 20
2015
Q1 		$565K Sell
10,304
-2,635
-20% -$149K 0.46% 19
2014
Q4 		$701K Buy
+12,939
New +$721K 0.57% 21

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

Summit Financial Strategies's MRK Position: Q2 2026 in Review

Summit Financial Strategies reduced its Merck (MRK) stake by 17% in Q2 2026, selling an estimated $118K and leaving 5,052 shares worth $649K. The position accounts for 0.05% of the portfolio, ranked #87.

Summit Financial Strategies first reported a position in MRK in Q4 2014 and has held it in 47 quarters since. The position peaked at $864K in Q3 2022. 1,867 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Summit Financial Strategies held 5,052 shares of Merck worth $649K as of Q2 2026.
  • Summit Financial Strategies sold 1,005 Merck shares in Q2 2026, an estimated $118K.
  • Merck made up 0.05% of Summit Financial Strategies's portfolio in Q2 2026, its #87 holding.
  • Summit Financial Strategies first reported a position in Merck in Q4 2014 and has held it in 47 quarters since.
  • Summit Financial Strategies's Merck position peaked at $864K in Q3 2022.
  • 1,867 funds tracked by Wall St. Rank held Merck as of Q2 2026.

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