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Sunburst Financial Group’s Merck MRK Stock Holding History

Sunburst Financial Group’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 		$587K Buy
4,565
+1
+0% +$117 0.1% 81
2026
Q1 		$549K Sell
4,564
-13
-0.3% -$1.5K 0.1% 73
2025
Q4 		$482K Buy
4,577
+105
+2% +$9.86K 0.1% 73
2025
Q3 		$375K Sell
4,472
-53
-1% -$4.37K 0.08% 87
2025
Q2 		$358K Sell
4,525
-164
-3% -$13K 0.08% 87
2025
Q1 		$421K Sell
4,689
-225
-5% -$21K 0.1% 71
2024
Q4 		$489K Sell
4,914
-2,874
-37% -$296K 0.12% 70
2024
Q3 		$884K Buy
7,788
+7
+0.1% +$832 0.22% 52
2024
Q2 		$963K Sell
7,781
-117
-1% -$15.1K 0.26% 48
2024
Q1 		$1.03M Buy
7,898
+189
+2% +$23.3K 0.29% 44
2023
Q4 		$840K Buy
7,709
+136
+2% +$14.1K 0.26% 46
2023
Q3 		$780K Sell
7,573
-18
-0.2% -$1.94K 0.28% 42
2023
Q2 		$876K Buy
7,591
+12
+0.2% +$1.36K 0.31% 43
2023
Q1 		$806K Sell
7,579
-14
-0.2% -$1.51K 0.3% 41
2022
Q4 		$842K Buy
7,593
+110
+1% +$11.2K 0.34% 38
2022
Q3 		$644K Buy
7,483
+5
+0.1% +$446 0.31% 38
2022
Q2 		$682K Buy
7,478
+1
+0% +$89 0.33% 39
2022
Q1 		$614K Buy
7,477
+8
+0.1% +$631 0.3% 42
2021
Q4 		$572K Buy
7,469
+30
+0.4% +$2.39K 0.29% 42
2021
Q3 		$559K Buy
7,439
+18
+0.2% +$1.37K 0.35% 35
2021
Q2 		$577K Sell
7,421
-299
-4% -$22.2K 0.37% 34
2021
Q1 		$568K Buy
7,720
+301
+4% +$22.2K 0.4% 32
2020
Q4 		$579K Buy
7,419
+14
+0.2% +$1.07K 0.44% 25
2020
Q3 		$586K Sell
7,405
-5
-0.1% -$392 0.5% 23
2020
Q2 		$547K Hold
7,410
– – 0.5% 24
2020
Q1 		$544K Sell
7,410
-107
-1% -$8.41K 0.57% 22
2019
Q4 		$652K Buy
+7,517
New +$617K 0.57% 18

Other funds holding MRK

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Sunburst Financial Group's MRK Position: Q2 2026 in Review

Sunburst Financial Group increased its Merck (MRK) stake by 0.02% in Q2 2026, buying an estimated $117 and bringing the position to 4,565 shares worth $587K. The position accounts for 0.1% of the portfolio, ranked #81.

Sunburst Financial Group first reported a position in MRK in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.03M in Q1 2024. 690 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Sunburst Financial Group held 4,565 shares of Merck worth $587K as of Q2 2026.
  • Sunburst Financial Group bought 1 Merck share in Q2 2026, an estimated $117.
  • Merck made up 0.1% of Sunburst Financial Group's portfolio in Q2 2026, its #81 holding.
  • Sunburst Financial Group first reported a position in Merck in Q4 2019 and has held it in 27 quarters since.
  • Sunburst Financial Group's Merck position peaked at $1.03M in Q1 2024.
  • 690 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Sunburst Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.