Triad Investment Management’s Merck MRK Stock Holding History

Triad Investment 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	–	Sell	-2,225	Closed	-$268K	–	36
2026 Q1	$268K	Hold	2,225	–	–	0.32%	36
2025 Q4	$234K	Buy	+2,225	New	+$209K	0.24%	35
2024 Q1	$353K	Hold	2,675	–	–	0.43%	32
2023 Q4	$292K	Hold	2,675	–	–	0.38%	35
2023 Q3	$275K	Hold	2,675	–	–	0.4%	36
2023 Q2	$309K	Hold	2,675	–	–	0.43%	39
2023 Q1	$285K	Hold	2,675	–	–	0.41%	40
2022 Q4	$297K	Hold	2,675	–	–	0.46%	41
2022 Q3	$230K	Hold	2,675	–	–	0.4%	43
2022 Q2	$244K	Hold	2,675	–	–	0.36%	53
2022 Q1	$219K	Hold	2,675	–	–	0.21%	56
2021 Q4	$205K	Buy	+2,675	New	+$213K	0.19%	59
2020 Q4	$219K	Hold	2,803	–	–	0.24%	46
2020 Q3	$222K	Hold	2,803	–	–	0.31%	41
2020 Q2	$207K	Hold	2,803	–	–	0.28%	43
2020 Q1	$206K	Hold	2,803	–	–	0.36%	38
2019 Q4	$243K	Sell	2,803 -326	-10%	-$26.8K	0.24%	43
2019 Q3	$242K	Buy	3,129 +116	+4%	+$9.3K	0.26%	43
2019 Q2	$241K	Sell	3,013 -115	-4%	-$8.8K	0.25%	43
2019 Q1	$248K	Buy	3,128 +115	+4%	+$8.6K	0.25%	48
2018 Q4	$221K	Buy	+3,013	New	+$213K	0.29%	48

Other funds holding MRK

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

Triad Investment Management's MRK Position: Q2 2026 in Review

Triad Investment Management sold out of Merck (MRK) in Q2 2026, closing a stake of 2,225 shares — an estimated $268K sold.

Triad Investment Management first reported a position in MRK in Q4 2018 and held it in 21 quarters. The position peaked at $353K in Q1 2024. 1,299 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Triad Investment Management reported no remaining Merck position as of Q2 2026 after selling out during the quarter.
Triad Investment Management sold 2,225 Merck shares in Q2 2026, an estimated $268K.
Triad Investment Management first reported a position in Merck in Q4 2018 and held it in 21 quarters.
Triad Investment Management's Merck position peaked at $353K in Q1 2024.
1,299 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Triad Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.