TWM
MRK icon

Thrive Wealth Management’s Merck MRK Stock Holding History

Thrive Wealth Management’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 		$2.32M Buy
18,054
+445
+3% +$52.1K 0.29% 42
2026
Q1 		$2.12M Sell
17,609
-453
-3% -$52.3K 0.32% 36
2025
Q4 		$1.9M Buy
18,062
+755
+4% +$70.9K 0.28% 44
2025
Q3 		$1.45M Sell
17,307
-2,218
-11% -$183K 0.22% 51
2025
Q2 		$1.55M Buy
19,525
+656
+3% +$52.1K 0.25% 48
2025
Q1 		$1.69M Sell
18,869
-400
-2% -$37.3K 0.32% 37
2024
Q4 		$1.92M Sell
19,269
-954
-5% -$98.4K 0.34% 33
2024
Q3 		$2.3M Sell
20,223
-138
-0.7% -$16.4K 0.42% 29
2024
Q2 		$2.52M Sell
20,361
-109
-0.5% -$14K 0.49% 26
2024
Q1 		$2.7M Buy
20,470
+363
+2% +$44.7K 0.56% 24
2023
Q4 		$2.19M Sell
20,107
-166
-0.8% -$17.2K 0.49% 27
2023
Q3 		$2.09M Sell
20,273
-553
-3% -$59.6K 0.56% 23
2023
Q2 		$2.4M Buy
20,826
+909
+5% +$103K 0.62% 19
2023
Q1 		$2.12M Sell
19,917
-3
-0% -$324 0.54% 22
2022
Q4 		$2.21M Sell
19,920
-809
-4% -$82.7K 0.63% 23
2022
Q3 		$1.78M Buy
20,729
+1,629
+9% +$145K 0.63% 23
2022
Q2 		$1.74M Buy
19,100
+930
+5% +$82.4K 0.61% 24
2022
Q1 		$1.49M Buy
18,170
+288
+2% +$22.7K 0.44% 31
2021
Q4 		$1.37M Buy
+17,882
New +$1.42M 0.47% 29

Other funds holding MRK

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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

Thrive Wealth Management's MRK Position: Q2 2026 in Review

Thrive Wealth Management increased its Merck (MRK) stake by 2.5% in Q2 2026, buying an estimated $52.1K and bringing the position to 18,054 shares worth $2.32M. The position accounts for 0.29% of the portfolio, ranked #42.

Thrive Wealth Management first reported a position in MRK in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.7M in Q1 2024. 711 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Thrive Wealth Management held 18,054 shares of Merck worth $2.32M as of Q2 2026.
  • Thrive Wealth Management bought 445 Merck shares in Q2 2026, an estimated $52.1K.
  • Merck made up 0.29% of Thrive Wealth Management's portfolio in Q2 2026, its #42 holding.
  • Thrive Wealth Management first reported a position in Merck in Q4 2021 and has held it in 19 quarters since.
  • Thrive Wealth Management's Merck position peaked at $2.7M in Q1 2024.
  • 711 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Thrive Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.