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Summit Place Financial Advisors’s Merck MRK Stock Holding History

Summit Place Financial Advisors’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 		$256K Sell
1,991
-454
-19% -$53.1K 0.11% 97
2026
Q1 		$294K Buy
+2,445
New +$282K 0.14% 90

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

Summit Place Financial Advisors's MRK Position: Q2 2026 in Review

Summit Place Financial Advisors reduced its Merck (MRK) stake by 19% in Q2 2026, selling an estimated $53.1K and leaving 1,991 shares worth $256K. The position accounts for 0.11% of the portfolio, ranked #97.

Summit Place Financial Advisors first reported a position in MRK in Q1 2026 and has held it in 2 quarters since. The position peaked at $294K in Q1 2026. 1,752 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Summit Place Financial Advisors held 1,991 shares of Merck worth $256K as of Q2 2026.
  • Summit Place Financial Advisors sold 454 Merck shares in Q2 2026, an estimated $53.1K.
  • Merck made up 0.11% of Summit Place Financial Advisors's portfolio in Q2 2026, its #97 holding.
  • Summit Place Financial Advisors first reported a position in Merck in Q1 2026 and has held it in 2 quarters since.
  • Summit Place Financial Advisors's Merck position peaked at $294K in Q1 2026.
  • 1,752 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Summit Place Financial Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.