VAF
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Values Added Financial’s Merck MRK Stock Holding History

Values Added Financial’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 		$504K Buy
3,925
+323
+9% +$37.8K 0.18% 81
2026
Q1 		$433K Buy
3,602
+146
+4% +$16.9K 0.18% 79
2025
Q4 		$364K Buy
3,456
+79
+2% +$7.42K 0.15% 88
2025
Q3 		$283K Buy
3,377
+243
+8% +$20K 0.13% 103
2025
Q2 		$248K Buy
+3,134
New +$249K 0.12% 109

Other funds holding MRK

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Values Added Financial's MRK Position: Q2 2026 in Review

Values Added Financial increased its Merck (MRK) stake by 9% in Q2 2026, buying an estimated $37.8K and bringing the position to 3,925 shares worth $504K. The position accounts for 0.18% of the portfolio, ranked #81.

Values Added Financial first reported a position in MRK in Q2 2025 and has held it in 5 quarters since. 1,660 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Values Added Financial held 3,925 shares of Merck worth $504K as of Q2 2026.
  • Values Added Financial bought 323 Merck shares in Q2 2026, an estimated $37.8K.
  • Merck made up 0.18% of Values Added Financial's portfolio in Q2 2026, its #81 holding.
  • Values Added Financial first reported a position in Merck in Q2 2025 and has held it in 5 quarters since.
  • 1,660 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Values Added Financial's 13F filing for Q2 2026, filed 27 Jul 2026.