TFA
MRK icon

Toth Financial Advisory’s Merck MRK Stock Holding History

Toth Financial Advisory’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 		$69.3K Sell
539
-13
-2% -$1.52K 0.01% 343
2026
Q1 		$66.4K Sell
552
-39
-7% -$4.5K 0.01% 328
2025
Q4 		$62.2K Buy
591
+52
+10% +$4.88K 0.01% 324
2025
Q3 		$45.2K Hold
539
– – ﹤0.01% 366
2025
Q2 		$42.7K Sell
539
-3,215
-86% -$256K 0.01% 329
2025
Q1 		$337K Buy
3,754
+3,150
+522% +$294K 0.04% 181
2024
Q4 		$60.1K Sell
604
-100
-14% -$10.3K 0.01% 279
2024
Q3 		$79.9K Sell
704
-500
-42% -$59.4K 0.01% 249
2024
Q2 		$149K Sell
1,204
-50
-4% -$6.44K 0.02% 216
2024
Q1 		$165K Hold
1,254
– – 0.02% 205
2023
Q4 		$137K Sell
1,254
-28
-2% -$2.91K 0.02% 221
2023
Q3 		$132K Buy
1,282
+173
+16% +$18.6K 0.02% 210
2023
Q2 		$128K Sell
1,109
-25
-2% -$2.84K 0.02% 216
2023
Q1 		$121K Buy
1,134
+87
+8% +$9.39K 0.02% 210
2022
Q4 		$116K Sell
1,047
-75
-7% -$7.67K 0.02% 218
2022
Q3 		$97K Buy
1,122
+75
+7% +$6.7K 0.02% 215
2022
Q2 		$95K Buy
1,047
+25
+2% +$2.22K 0.02% 220
2022
Q1 		$84K Buy
1,022
+600
+142% +$47.3K 0.01% 241
2021
Q4 		$32K Buy
422
+2
+0.5% +$159 ﹤0.01% 339
2021
Q3 		$32K Hold
420
– – ﹤0.01% 348
2021
Q2 		$33K Sell
420
-20
-5% -$1.49K 0.01% 312
2021
Q1 		$32K Hold
440
– – 0.01% 326
2020
Q4 		$34K Hold
440
– – 0.01% 285
2020
Q3 		$35K Hold
440
– – 0.01% 259
2020
Q2 		$32K Buy
+440
New +$33.1K 0.01% 247

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
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
New York State Teachers Retirement System (NYSTRS)
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Toth Financial Advisory's MRK Position: Q2 2026 in Review

Toth Financial Advisory reduced its Merck (MRK) stake by 2.4% in Q2 2026, selling an estimated $1.52K and leaving 539 shares worth $69.3K. The position accounts for 0.01% of the portfolio, ranked #343.

Toth Financial Advisory first reported a position in MRK in Q2 2020 and has held it in 25 quarters since. The position peaked at $337K in Q1 2025. 1,533 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Toth Financial Advisory held 539 shares of Merck worth $69.3K as of Q2 2026.
  • Toth Financial Advisory sold 13 Merck shares in Q2 2026, an estimated $1.52K.
  • Merck made up 0.01% of Toth Financial Advisory's portfolio in Q2 2026, its #343 holding.
  • Toth Financial Advisory first reported a position in Merck in Q2 2020 and has held it in 25 quarters since.
  • Toth Financial Advisory's Merck position peaked at $337K in Q1 2025.
  • 1,533 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.