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TrueWealth Advisors’s Merck MRK Stock Holding History

TrueWealth 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 		$913K Buy
7,109
+525
+8% +$61.5K 0.21% 101
2026
Q1 		$792K Buy
6,584
+4,433
+206% +$512K 0.2% 96
2025
Q4 		$226K Buy
+2,151
New +$202K 0.06% 221
2025
Q1 		– Sell
-2,229
Closed -$222K – 230
2024
Q4 		$222K Buy
2,229
+83
+4% +$8.56K 0.07% 207
2024
Q3 		$244K Sell
2,146
-22
-1% -$2.61K 0.08% 193
2024
Q2 		$268K Sell
2,168
-42
-2% -$5.41K 0.1% 184
2024
Q1 		$292K Buy
2,210
+188
+9% +$23.2K 0.11% 150
2023
Q4 		$220K Buy
2,022
+38
+2% +$3.94K 0.09% 179
2023
Q3 		$204K Buy
1,984
+174
+10% +$18.8K 0.09% 187
2023
Q2 		$209K Sell
1,810
-212
-10% -$24.1K 0.09% 180
2023
Q1 		$215K Buy
2,022
+26
+1% +$2.81K 0.09% 174
2022
Q4 		$221K Buy
+1,996
New +$204K 0.1% 165

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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

TrueWealth Advisors's MRK Position: Q2 2026 in Review

TrueWealth Advisors increased its Merck (MRK) stake by 8% in Q2 2026, buying an estimated $61.5K and bringing the position to 7,109 shares worth $913K. The position accounts for 0.21% of the portfolio, ranked #101.

TrueWealth Advisors first reported a position in MRK in Q4 2022 and has held it in 12 quarters since. 1,835 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • TrueWealth Advisors held 7,109 shares of Merck worth $913K as of Q2 2026.
  • TrueWealth Advisors bought 525 Merck shares in Q2 2026, an estimated $61.5K.
  • Merck made up 0.21% of TrueWealth Advisors's portfolio in Q2 2026, its #101 holding.
  • TrueWealth Advisors first reported a position in Merck in Q4 2022 and has held it in 12 quarters since.
  • 1,835 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on TrueWealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.