WA
MRK icon

Waddell & Associates’s Merck MRK Stock Holding History

Waddell & Associates’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 		$2.74M Buy
21,357
+425
+2% +$49.7K 0.14% 50
2026
Q1 		$2.52M Buy
20,932
+720
+4% +$83.1K 0.14% 41
2025
Q4 		$2.13M Buy
20,212
+3,875
+24% +$364K 0.14% 42
2025
Q3 		$1.37M Buy
16,337
+4,011
+33% +$330K 0.12% 56
2025
Q2 		$976K Buy
12,326
+6,151
+100% +$489K 0.1% 61
2025
Q1 		$554K Sell
6,175
-1,116
-15% -$104K 0.07% 75
2024
Q4 		$725K Buy
7,291
+3
+0% +$309 0.07% 64
2024
Q3 		$828K Sell
7,288
-42
-0.6% -$4.99K 0.1% 59
2024
Q2 		$907K Buy
7,330
+3
+0% +$386 0.12% 51
2024
Q1 		$967K Sell
7,327
-1,014
-12% -$125K 0.13% 48
2023
Q4 		$907K Buy
8,341
+1,956
+31% +$203K 0.12% 48
2023
Q3 		$657K Sell
6,385
-1,219
-16% -$131K 0.1% 65
2023
Q2 		$877K Buy
7,604
+504
+7% +$57.2K 0.13% 54
2023
Q1 		$755K Sell
7,100
-172
-2% -$18.6K 0.12% 56
2022
Q4 		$807K Buy
7,272
+224
+3% +$22.9K 0.14% 53
2022
Q3 		$607K Buy
7,048
+153
+2% +$13.7K 0.12% 54
2022
Q2 		$629K Buy
6,895
+27
+0.4% +$2.39K 0.13% 56
2022
Q1 		$564K Buy
6,868
+92
+1% +$7.25K 0.09% 61
2021
Q4 		$519K Buy
6,776
+478
+8% +$38.1K 0.08% 67
2021
Q3 		$473K Buy
6,298
+3
+0% +$228 0.08% 66
2021
Q2 		$490 Buy
+6,295
New +$468K 0.07% 63

Other funds holding MRK

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
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Waddell & Associates's MRK Position: Q2 2026 in Review

Waddell & Associates increased its Merck (MRK) stake by 2% in Q2 2026, buying an estimated $49.7K and bringing the position to 21,357 shares worth $2.74M. The position accounts for 0.14% of the portfolio, ranked #50.

Waddell & Associates first reported a position in MRK in Q2 2021 and has held it in 21 quarters since. 1,426 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Waddell & Associates held 21,357 shares of Merck worth $2.74M as of Q2 2026.
  • Waddell & Associates bought 425 Merck shares in Q2 2026, an estimated $49.7K.
  • Merck made up 0.14% of Waddell & Associates's portfolio in Q2 2026, its #50 holding.
  • Waddell & Associates first reported a position in Merck in Q2 2021 and has held it in 21 quarters since.
  • 1,426 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Waddell & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.