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VERITY Wealth Advisors’s Merck MRK Stock Holding History

VERITY 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 		$234K Buy
+1,822
New +$213K 0.14% 74
2024
Q3 		– Sell
-1,622
Closed -$201K – 75
2024
Q2 		$201K Hold
1,622
– – 0.15% 73
2024
Q1 		$214K Buy
+1,622
New +$200K 0.16% 72

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

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

VERITY Wealth Advisors opened a new position in Merck (MRK) in Q2 2026: 1,822 shares worth $234K. The stake represents 0.14% of the portfolio and ranks #74 among its holdings. This is a return to the name: VERITY Wealth Advisors previously reported a position in MRK as recently as Q2 2024.

VERITY Wealth Advisors first reported a position in MRK in Q1 2024 and has held it in 3 quarters since. 1,038 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • VERITY Wealth Advisors held 1,822 shares of Merck worth $234K as of Q2 2026.
  • Merck was a new VERITY Wealth Advisors position in Q2 2026.
  • Merck made up 0.14% of VERITY Wealth Advisors's portfolio in Q2 2026, its #74 holding.
  • VERITY Wealth Advisors first reported a position in Merck in Q1 2024 and has held it in 3 quarters since.
  • 1,038 funds tracked by Wall St. Rank held Merck as of Q2 2026.

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