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Syntegra Private Wealth Group’s Merck MRK Stock Holding History

Syntegra Private Wealth 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 		$469K Sell
3,649
-171
-4% -$20K 0.04% 126
2026
Q1 		$460K Sell
3,820
-570
-13% -$65.8K 0.04% 114
2025
Q4 		$462K Sell
4,390
-7
-0.2% -$657 0.04% 115
2025
Q3 		$369K Sell
4,397
-40
-0.9% -$3.29K 0.03% 136
2025
Q2 		$351K Sell
4,437
-245
-5% -$19.5K 0.04% 135
2025
Q1 		$420K Sell
4,682
-239
-5% -$22.3K 0.05% 97
2024
Q4 		$490K Sell
4,921
-283
-5% -$29.2K 0.06% 81
2024
Q3 		$591K Sell
5,204
-98
-2% -$11.6K 0.07% 68
2024
Q2 		$656K Buy
5,302
+56
+1% +$7.21K 0.08% 60
2024
Q1 		$692K Sell
5,246
-223
-4% -$27.5K 0.09% 60
2023
Q4 		$596K Buy
5,469
+140
+3% +$14.5K 0.08% 55
2023
Q3 		$549K Buy
5,329
+305
+6% +$32.9K 0.09% 59
2023
Q2 		$580K Buy
5,024
+17
+0.3% +$1.93K 0.09% 63
2023
Q1 		$533K Buy
5,007
+22
+0.4% +$2.38K 0.09% 65
2022
Q4 		$553K Buy
+4,985
New +$510K 0.11% 52

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

Syntegra Private Wealth Group's MRK Position: Q2 2026 in Review

Syntegra Private Wealth Group reduced its Merck (MRK) stake by 4.5% in Q2 2026, selling an estimated $20K and leaving 3,649 shares worth $469K. The position accounts for 0.04% of the portfolio, ranked #126.

Syntegra Private Wealth Group first reported a position in MRK in Q4 2022 and has held it in 15 quarters since. The position peaked at $692K in Q1 2024. 1,867 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Syntegra Private Wealth Group held 3,649 shares of Merck worth $469K as of Q2 2026.
  • Syntegra Private Wealth Group sold 171 Merck shares in Q2 2026, an estimated $20K.
  • Merck made up 0.04% of Syntegra Private Wealth Group's portfolio in Q2 2026, its #126 holding.
  • Syntegra Private Wealth Group first reported a position in Merck in Q4 2022 and has held it in 15 quarters since.
  • Syntegra Private Wealth Group's Merck position peaked at $692K in Q1 2024.
  • 1,867 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Syntegra Private Wealth Group's 13F filing for Q2 2026, filed 15 Jul 2026.