Summit Wealth Group (Colorado)’s Merck MRK Stock Holding History

Summit Wealth Group (Colorado)’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	$743K	Sell	5,779 -556	-9%	-$65.1K	0.06%	163
2026 Q1	$762K	Buy	6,335 +1,379	+28%	+$159K	0.08%	133
2025 Q4	$522K	Buy	+4,956	New	+$465K	0.07%	139
2025 Q3	–	Sell	-4,740	Closed	-$379K	–	389
2025 Q2	$379K	Buy	+4,740	New	+$377K	0.1%	157

Other funds holding MRK

Swedbank Stockholm, Sweden $116B AUM 46.87% 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

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Summit Wealth Group (Colorado)'s MRK Position: Q2 2026 in Review

Summit Wealth Group (Colorado) reduced its Merck (MRK) stake by 8.8% in Q2 2026, selling an estimated $65.1K and leaving 5,779 shares worth $743K. The position accounts for 0.06% of the portfolio, ranked #163.

Summit Wealth Group (Colorado) first reported a position in MRK in Q2 2025 and has held it in 4 quarters since. The position peaked at $762K in Q1 2026. 1,660 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Summit Wealth Group (Colorado) held 5,779 shares of Merck worth $743K as of Q2 2026.
Summit Wealth Group (Colorado) sold 556 Merck shares in Q2 2026, an estimated $65.1K.
Merck made up 0.06% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #163 holding.
Summit Wealth Group (Colorado) first reported a position in Merck in Q2 2025 and has held it in 4 quarters since.
Summit Wealth Group (Colorado)'s Merck position peaked at $762K in Q1 2026.
1,660 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.