True North Advisors’s Merck MRK Stock Holding History

True North Advisors’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	$533K	Sell	4,150 -435	-9%	-$50.9K	0.05%	172
2026 Q1	$552K	Sell	4,585 -8,629	-65%	-$996K	0.06%	158
2025 Q4	$1.39M	Buy	13,214 +427	+3%	+$40.1K	0.18%	86
2025 Q3	$1.07M	Buy	12,787 +702	+6%	+$57.8K	0.17%	80
2025 Q2	$957K	Sell	12,085 -483	-4%	-$38.4K	0.18%	97
2025 Q1	$1.13M	Buy	12,568 +140	+1%	+$13.1K	0.2%	88
2024 Q4	$1.24M	Buy	12,428 +1,686	+16%	+$174K	0.29%	60
2024 Q3	$1.22M	Hold	10,742	–	–	0.32%	53
2024 Q2	$1.33M	Sell	10,742 -152	-1%	-$19.6K	0.36%	42
2024 Q1	$1.44M	Sell	10,894 -23	-0.2%	-$2.83K	0.4%	41
2023 Q4	$1.19M	Sell	10,917 -3,703	-25%	-$384K	0.31%	49
2023 Q3	$1.51M	Sell	14,620 -3,179	-18%	-$343K	0.46%	43
2023 Q2	$2.05M	Sell	17,799 -1,693	-9%	-$192K	0.58%	35
2023 Q1	$2.07M	Buy	19,492 +104	+0.5%	+$11.2K	0.61%	38
2022 Q4	$2.15M	Sell	19,388 -193	-1%	-$19.7K	0.73%	33
2022 Q3	$1.69M	Sell	19,581 -812	-4%	-$72.5K	0.55%	42
2022 Q2	$1.86M	Buy	20,393 +347	+2%	+$30.8K	0.58%	42
2022 Q1	$1.64M	Buy	20,046 +48	+0.2%	+$3.78K	0.44%	51
2021 Q4	$1.53M	Buy	19,998 +192	+1%	+$15.3K	0.26%	83
2021 Q3	$1.49M	Buy	19,806 +899	+5%	+$68.4K	0.29%	76
2021 Q2	$1.47M	Sell	18,907 -677	-3%	-$50.4K	0.31%	73
2021 Q1	$1.44M	Sell	19,584 -72	-0.4%	-$5.31K	0.34%	67
2020 Q4	$1.53M	Sell	19,656 -3,470	-15%	-$265K	0.39%	60
2020 Q3	$1.83M	Buy	23,126 +941	+4%	+$73.7K	0.53%	46
2020 Q2	$1.64M	Buy	22,185 +13,010	+142%	+$979K	0.39%	57
2020 Q1	$673K	Buy	9,175 +30	+0.3%	+$2.36K	0.23%	60
2019 Q4	$793K	Buy	+9,145	New	+$751K	0.22%	57

Other funds holding MRK

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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 Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

True North Advisors's MRK Position: Q2 2026 in Review

True North Advisors reduced its Merck (MRK) stake by 9.5% in Q2 2026, selling an estimated $50.9K and leaving 4,150 shares worth $533K. The position accounts for 0.05% of the portfolio, ranked #172.

True North Advisors first reported a position in MRK in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.15M in Q4 2022. 1,867 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

True North Advisors held 4,150 shares of Merck worth $533K as of Q2 2026.
True North Advisors sold 435 Merck shares in Q2 2026, an estimated $50.9K.
Merck made up 0.05% of True North Advisors's portfolio in Q2 2026, its #172 holding.
True North Advisors first reported a position in Merck in Q4 2019 and has held it in 27 quarters since.
True North Advisors's Merck position peaked at $2.15M in Q4 2022.
1,867 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on True North Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.