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Walkner Condon Financial Advisors’s Merck MRK Stock Holding History

Walkner Condon Financial 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 		$559K Buy
4,354
+202
+5% +$23.6K 0.06% 179
2026
Q1 		$499K Sell
4,152
-324
-7% -$37.4K 0.07% 176
2025
Q4 		$471K Buy
4,476
+207
+5% +$19.4K 0.07% 187
2025
Q3 		$358K Buy
4,269
+1,016
+31% +$83.7K 0.06% 214
2025
Q2 		$258K Buy
3,253
+173
+6% +$13.8K 0.05% 236
2025
Q1 		$276K Sell
3,080
-3
-0.1% -$280 0.06% 214
2024
Q4 		$307K Sell
3,083
-1,610
-34% -$166K 0.06% 212
2024
Q3 		$533K Buy
4,693
+283
+6% +$33.6K 0.11% 150
2024
Q2 		$546K Sell
4,410
-1,012
-19% -$130K 0.12% 136
2024
Q1 		$715K Buy
5,422
+411
+8% +$50.7K 0.15% 118
2023
Q4 		$546K Sell
5,011
-81
-2% -$8.41K 0.12% 136
2023
Q3 		$524K Buy
5,092
+283
+6% +$30.5K 0.14% 130
2023
Q2 		$555K Buy
4,809
+748
+18% +$84.9K 0.15% 121
2023
Q1 		$432K Sell
4,061
-191
-4% -$20.6K 0.12% 145
2022
Q4 		$472K Sell
4,252
-30
-0.7% -$3.07K 0.14% 131
2022
Q3 		$369K Buy
4,282
+985
+30% +$87.9K 0.12% 141
2022
Q2 		$301K Sell
3,297
-124
-4% -$11K 0.09% 169
2022
Q1 		$281K Buy
+3,421
New +$270K 0.08% 179

Other funds holding MRK

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Walkner Condon Financial Advisors's MRK Position: Q2 2026 in Review

Walkner Condon Financial Advisors increased its Merck (MRK) stake by 4.9% in Q2 2026, buying an estimated $23.6K and bringing the position to 4,354 shares worth $559K. The position accounts for 0.06% of the portfolio, ranked #179.

Walkner Condon Financial Advisors first reported a position in MRK in Q1 2022 and has held it in 18 quarters since. The position peaked at $715K in Q1 2024. 1,867 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Walkner Condon Financial Advisors held 4,354 shares of Merck worth $559K as of Q2 2026.
  • Walkner Condon Financial Advisors bought 202 Merck shares in Q2 2026, an estimated $23.6K.
  • Merck made up 0.06% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #179 holding.
  • Walkner Condon Financial Advisors first reported a position in Merck in Q1 2022 and has held it in 18 quarters since.
  • Walkner Condon Financial Advisors's Merck position peaked at $715K in Q1 2024.
  • 1,867 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.