Turtle Creek Wealth Advisors’s Merck MRK Stock Holding History

Turtle Creek 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	$3.72M	Buy	28,968 +2,215	+8%	+$259K	0.2%	86
2026 Q1	$3.22M	Buy	26,753 +6,019	+29%	+$695K	0.24%	82
2025 Q4	$2.18M	Buy	20,734 +5,505	+36%	+$517K	0.17%	96
2025 Q3	$1.28M	Sell	15,229 -32,584	-68%	-$2.68M	0.11%	115
2025 Q2	$3.78M	Buy	47,813 +7,335	+18%	+$583K	0.45%	62
2025 Q1	$3.63M	Buy	40,478 +11,454	+39%	+$1.07M	0.54%	58
2024 Q4	$2.89M	Sell	29,024 -5,973	-17%	-$616K	0.67%	40
2024 Q3	$3.97M	Buy	34,997 +1,505	+4%	+$179K	0.8%	48
2024 Q2	$4.15M	Buy	33,492 +7,140	+27%	+$920K	0.96%	41
2024 Q1	$3.48M	Buy	26,352 +4,708	+22%	+$580K	0.85%	45
2023 Q4	$2.36M	Buy	+21,644	New	+$2.25M	0.69%	48

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

Turtle Creek Wealth Advisors's MRK Position: Q2 2026 in Review

Turtle Creek Wealth Advisors increased its Merck (MRK) stake by 8.3% in Q2 2026, buying an estimated $259K and bringing the position to 28,968 shares worth $3.72M. The position accounts for 0.2% of the portfolio, ranked #86.

Turtle Creek Wealth Advisors first reported a position in MRK in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.15M in Q2 2024. 1,867 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Turtle Creek Wealth Advisors held 28,968 shares of Merck worth $3.72M as of Q2 2026.
Turtle Creek Wealth Advisors bought 2,215 Merck shares in Q2 2026, an estimated $259K.
Merck made up 0.2% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #86 holding.
Turtle Creek Wealth Advisors first reported a position in Merck in Q4 2023 and has held it in 11 quarters since.
Turtle Creek Wealth Advisors's Merck position peaked at $4.15M in Q2 2024.
1,867 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.