VWA
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Valued Wealth Advisors’s Merck MRK Stock Holding History

Valued 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 		$95.3K Buy
737
+22
+3% +$2.58K 0.03% 74
2026
Q1 		$86.6K Buy
715
+271
+61% +$31.3K 0.04% 71
2025
Q4 		$47.2K Buy
444
+94
+27% +$8.82K 0.02% 95
2025
Q3 		$29.7K Buy
350
+18
+5% +$1.48K 0.01% 120
2025
Q2 		$26.5K Sell
332
-38
-10% -$3.02K 0.01% 129
2025
Q1 		$33.5K Sell
370
-52
-12% -$4.86K 0.02% 116
2024
Q4 		$42.3K Buy
422
+11
+3% +$1.13K 0.03% 98
2024
Q3 		$47K Sell
411
-25
-6% -$2.97K 0.03% 83
2024
Q2 		$54.2K Buy
436
+210
+93% +$27.1K 0.04% 68
2024
Q1 		$30K Sell
226
-181
-44% -$22.3K 0.02% 94
2023
Q4 		$42.1K Buy
+407
New +$42.2K 0.04% 56

Other funds holding MRK

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

Valued Wealth Advisors's MRK Position: Q2 2026 in Review

Valued Wealth Advisors increased its Merck (MRK) stake by 3.1% in Q2 2026, buying an estimated $2.58K and bringing the position to 737 shares worth $95.3K. The position accounts for 0.03% of the portfolio, ranked #74.

Valued Wealth Advisors first reported a position in MRK in Q4 2023 and has held it in 11 quarters since. 1,299 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Valued Wealth Advisors held 737 shares of Merck worth $95.3K as of Q2 2026.
  • Valued Wealth Advisors bought 22 Merck shares in Q2 2026, an estimated $2.58K.
  • Merck made up 0.03% of Valued Wealth Advisors's portfolio in Q2 2026, its #74 holding.
  • Valued Wealth Advisors first reported a position in Merck in Q4 2023 and has held it in 11 quarters since.
  • 1,299 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.