SFS
MRK icon

Symphony Financial Services’s Merck MRK Stock Holding History

Symphony Financial Services’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 		$233K Sell
1,815
-106
-6% -$12.4K 0.1% 95
2026
Q1 		$231K Buy
+1,921
New +$222K 0.12% 91
2025
Q2 		– Sell
-2,342
Closed -$210K – 94
2025
Q1 		$210K Buy
+2,342
New +$219K 0.14% 75

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

Symphony Financial Services's MRK Position: Q2 2026 in Review

Symphony Financial Services reduced its Merck (MRK) stake by 5.5% in Q2 2026, selling an estimated $12.4K and leaving 1,815 shares worth $233K. The position accounts for 0.1% of the portfolio, ranked #95.

Symphony Financial Services first reported a position in MRK in Q1 2025 and has held it in 3 quarters since. 1,867 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Symphony Financial Services held 1,815 shares of Merck worth $233K as of Q2 2026.
  • Symphony Financial Services sold 106 Merck shares in Q2 2026, an estimated $12.4K.
  • Merck made up 0.1% of Symphony Financial Services's portfolio in Q2 2026, its #95 holding.
  • Symphony Financial Services first reported a position in Merck in Q1 2025 and has held it in 3 quarters since.
  • 1,867 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Symphony Financial Services's 13F filing for Q2 2026, filed 22 Jul 2026.