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True Wealth Design’s Merck MRK Stock Holding History

True Wealth Design’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 		$394K Buy
3,064
+75
+3% +$8.78K 0.09% 51
2026
Q1 		$360K Buy
2,989
+117
+4% +$13.5K 0.1% 48
2025
Q4 		$302K Buy
2,872
+55
+2% +$5.16K 0.09% 45
2025
Q3 		$236K Buy
2,817
+1,934
+219% +$159K 0.07% 58
2025
Q2 		$69.9K Buy
883
+708
+405% +$56.3K 0.02% 156
2025
Q1 		$15.7K Sell
175
-683
-80% -$63.8K 0.01% 379
2024
Q4 		$85.3K Buy
858
+559
+187% +$57.6K 0.03% 84
2024
Q3 		$33.9K Sell
299
-1,241
-81% -$147K 0.01% 213
2024
Q2 		$191K Buy
1,540
+723
+88% +$93.1K 0.05% 119
2024
Q1 		$108K Buy
817
+16
+2% +$1.97K 0.03% 137
2023
Q4 		$87.3K Buy
801
+317
+65% +$32.9K 0.02% 137
2023
Q3 		$49.8K Hold
484
– – 0.02% 149
2023
Q2 		$55.8K Sell
484
-826
-63% -$93.8K 0.02% 150
2023
Q1 		$139K Hold
1,310
– – 0.06% 123
2022
Q4 		$145K Buy
+1,310
New +$134K 0.07% 113

Other funds holding MRK

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
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
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

True Wealth Design's MRK Position: Q2 2026 in Review

True Wealth Design increased its Merck (MRK) stake by 2.5% in Q2 2026, buying an estimated $8.78K and bringing the position to 3,064 shares worth $394K. The position accounts for 0.09% of the portfolio, ranked #51.

True Wealth Design first reported a position in MRK in Q4 2022 and has held it in 15 quarters since. 1,752 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • True Wealth Design held 3,064 shares of Merck worth $394K as of Q2 2026.
  • True Wealth Design bought 75 Merck shares in Q2 2026, an estimated $8.78K.
  • Merck made up 0.09% of True Wealth Design's portfolio in Q2 2026, its #51 holding.
  • True Wealth Design first reported a position in Merck in Q4 2022 and has held it in 15 quarters since.
  • 1,752 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.