Ulland Investment Advisors’s Merck MRK Stock Holding History

Ulland Investment 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	$123K	Hold	957	–	–	0.09%	91
2026 Q1	$115K	Hold	957	–	–	0.1%	88
2025 Q4	$101K	Hold	957	–	–	0.08%	90
2025 Q3	$80K	Sell	957 -26	-3%	-$2.14K	0.06%	101
2025 Q2	$78K	Hold	983	–	–	0.06%	95
2025 Q1	$88K	Hold	983	–	–	0.07%	89
2024 Q4	$98K	Hold	983	–	–	0.06%	85
2024 Q3	$112K	Sell	983 -34	-3%	-$4.04K	0.08%	73
2024 Q2	$126K	Hold	1,017	–	–	0.09%	77
2024 Q1	$134K	Buy	1,017 +34	+3%	+$4.19K	0.11%	74
2023 Q4	$107K	Hold	983	–	–	0.11%	78
2023 Q3	$101K	Hold	983	–	–	0.11%	74
2023 Q2	$113K	Hold	983	–	–	0.12%	72
2023 Q1	$105K	Hold	983	–	–	0.12%	67
2022 Q4	$109K	Hold	983	–	–	0.13%	67
2022 Q3	$85K	Sell	983 -30	-3%	-$2.68K	0.09%	70
2022 Q2	$92K	Hold	1,013	–	–	0.09%	69
2022 Q1	$83K	Buy	1,013 +30	+3%	+$2.37K	0.06%	85
2021 Q4	$75K	Buy	+983	New	+$78.3K	0.05%	92

Other funds holding MRK

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

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Ulland Investment Advisors's MRK Position: Q2 2026 in Review

Ulland Investment Advisors held its Merck (MRK) position steady in Q2 2026 at 957 shares worth $123K. The position accounts for 0.09% of the portfolio, ranked #91.

Ulland Investment Advisors first reported a position in MRK in Q4 2021 and has held it in 19 quarters since. The position peaked at $134K in Q1 2024. 1,533 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Ulland Investment Advisors held 957 shares of Merck worth $123K as of Q2 2026.
Ulland Investment Advisors left its Merck share count unchanged in Q2 2026.
Merck made up 0.09% of Ulland Investment Advisors's portfolio in Q2 2026, its #91 holding.
Ulland Investment Advisors first reported a position in Merck in Q4 2021 and has held it in 19 quarters since.
Ulland Investment Advisors's Merck position peaked at $134K in Q1 2024.
1,533 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Ulland Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.