Warren Street Wealth Advisors’s Merck MRK Stock Holding History

Warren Street 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	$411K	Buy	3,201 +112	+4%	+$13.1K	0.09%	89
2026 Q1	$372K	Buy	3,089 +270	+10%	+$31.2K	0.09%	79
2025 Q4	$297K	Buy	2,819 +88	+3%	+$8.26K	0.08%	81
2025 Q3	$229K	Buy	+2,731	New	+$225K	0.07%	130
2025 Q1	–	Sell	-2,231	Closed	-$222K	–	116
2024 Q4	$222K	Sell	2,231 -553	-20%	-$57K	0.09%	94
2024 Q3	$316K	Sell	2,784 -106	-4%	-$12.6K	0.13%	77
2024 Q2	$358K	Buy	2,890 +138	+5%	+$17.8K	0.18%	67
2024 Q1	$363K	Buy	2,752 +586	+27%	+$72.2K	0.18%	66
2023 Q4	$236K	Buy	2,166 +54	+3%	+$5.61K	0.13%	78
2023 Q3	$217K	Sell	2,112 -40	-2%	-$4.31K	0.14%	75
2023 Q2	$248K	Buy	+2,152	New	+$244K	0.16%	68

Other funds holding MRK

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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 Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Warren Street Wealth Advisors's MRK Position: Q2 2026 in Review

Warren Street Wealth Advisors increased its Merck (MRK) stake by 3.6% in Q2 2026, buying an estimated $13.1K and bringing the position to 3,201 shares worth $411K. The position accounts for 0.09% of the portfolio, ranked #89.

Warren Street Wealth Advisors first reported a position in MRK in Q2 2023 and has held it in 11 quarters since. 1,695 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Warren Street Wealth Advisors held 3,201 shares of Merck worth $411K as of Q2 2026.
Warren Street Wealth Advisors bought 112 Merck shares in Q2 2026, an estimated $13.1K.
Merck made up 0.09% of Warren Street Wealth Advisors's portfolio in Q2 2026, its #89 holding.
Warren Street Wealth Advisors first reported a position in Merck in Q2 2023 and has held it in 11 quarters since.
1,695 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Warren Street Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.