TRUE Private Wealth Advisors’s Merck MRK Stock Holding History

TRUE Private Wealth 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	$3.47M	Sell	27,029 -1,368	-5%	-$160K	0.3%	57
2026 Q1	$3.42M	Buy	28,397 +21,203	+295%	+$2.45M	0.33%	50
2025 Q4	$757K	Sell	7,194 -223	-3%	-$20.9K	0.08%	131
2025 Q3	$623K	Buy	7,417 +462	+7%	+$38.1K	0.06%	137
2025 Q2	$551K	Buy	6,955 +758	+12%	+$60.3K	0.06%	136
2025 Q1	$556K	Buy	6,197 +696	+13%	+$65K	0.07%	125
2024 Q4	$547K	Sell	5,501 -49	-0.9%	-$5.05K	0.07%	126
2024 Q3	$630K	Sell	5,550 -87	-2%	-$10.3K	0.08%	112
2024 Q2	$698K	Sell	5,637 -19	-0.3%	-$2.45K	0.08%	125
2024 Q1	$746K	Buy	5,656 +112	+2%	+$13.8K	0.09%	120
2023 Q4	$604K	Sell	5,544 -225	-4%	-$23.4K	0.08%	136
2023 Q3	$594K	Buy	5,769 +133	+2%	+$14.3K	0.08%	126
2023 Q2	$650K	Sell	5,636 -750	-12%	-$85.2K	0.1%	108
2023 Q1	$679K	Sell	6,386 -151	-2%	-$16.3K	0.1%	105
2022 Q4	$725K	Sell	6,537 -1,066	-14%	-$109K	0.11%	90
2022 Q3	$654K	Buy	7,603 +249	+3%	+$22.2K	0.1%	94
2022 Q2	$670K	Sell	7,354 -607	-8%	-$53.8K	0.1%	101
2022 Q1	$704K	Sell	7,961 -743	-9%	-$58.6K	0.1%	106
2021 Q4	$667K	Buy	8,704 +760	+10%	+$60.5K	0.09%	128
2021 Q3	$601K	Sell	7,944 -900	-10%	-$68.4K	0.09%	133
2021 Q2	$693K	Sell	8,844 -2,693	-23%	-$200K	0.1%	117
2021 Q1	$856K	Buy	11,537 +525	+5%	+$38.7K	0.14%	96
2020 Q4	$866K	Sell	11,012 -1,364	-11%	-$104K	0.15%	87
2020 Q3	$986K	Sell	12,376 -966	-7%	-$75.7K	0.17%	77
2020 Q2	$991K	Buy	13,342 +427	+3%	+$32.1K	0.18%	77
2020 Q1	$955K	Sell	12,915 -4,489	-26%	-$353K	0.2%	67
2019 Q4	$1.52M	Sell	17,404 -1,547	-8%	-$127K	0.23%	61
2019 Q3	$1.53M	Buy	18,951 +2,042	+12%	+$164K	0.26%	56
2019 Q2	$1.36M	Buy	16,909 +1,569	+10%	+$120K	0.23%	60
2019 Q1	$1.23M	Sell	15,340 -4,113	-21%	-$308K	0.23%	68
2018 Q4	$1.43M	Sell	19,453 -2,442	-11%	-$172K	0.25%	75
2018 Q3	$1.49M	Sell	21,895 -69	-0.3%	-$4.4K	0.21%	81
2018 Q2	$1.28M	Buy	21,964 +1,459	+7%	+$82.3K	0.2%	78
2018 Q1	$1.07M	Buy	20,505 +2,384	+13%	+$129K	0.18%	81
2017 Q4	$980K	Buy	18,121 +2,015	+13%	+$112K	0.17%	79
2017 Q3	$990K	Sell	16,106 -52	-0.3%	-$3.15K	0.22%	59
2017 Q2	$995K	Buy	16,158 +983	+6%	+$59.8K	0.23%	61
2017 Q1	$914K	Sell	15,175 -931	-6%	-$56.5K	0.21%	62
2016 Q4	$954K	Buy	16,106 +1,863	+13%	+$109K	0.23%	58
2016 Q3	$849K	Sell	14,243 -1,149	-7%	-$67.2K	0.27%	52
2016 Q2	$846K	Buy	15,392 +51	+0.3%	+$2.71K	0.28%	49
2016 Q1	$775K	Buy	15,341 +7,807	+104%	+$382K	0.3%	47
2015 Q4	$380K	Buy	+7,534	New	+$380K	0.17%	69

Other funds holding MRK

Swedbank Stockholm, Sweden $116B AUM 46.87% 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

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

TRUE Private Wealth Advisors's MRK Position: Q2 2026 in Review

TRUE Private Wealth Advisors reduced its Merck (MRK) stake by 4.8% in Q2 2026, selling an estimated $160K and leaving 27,029 shares worth $3.47M. The position accounts for 0.3% of the portfolio, ranked #57.

TRUE Private Wealth Advisors first reported a position in MRK in Q4 2015 and has held it in 43 quarters since. 1,660 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

TRUE Private Wealth Advisors held 27,029 shares of Merck worth $3.47M as of Q2 2026.
TRUE Private Wealth Advisors sold 1,368 Merck shares in Q2 2026, an estimated $160K.
Merck made up 0.3% of TRUE Private Wealth Advisors's portfolio in Q2 2026, its #57 holding.
TRUE Private Wealth Advisors first reported a position in Merck in Q4 2015 and has held it in 43 quarters since.
1,660 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on TRUE Private Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.