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Wealth Advisors of Iowa’s Merck MRK Stock Holding History

Wealth Advisors of Iowa’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 		$333K Buy
2,592
+166
+7% +$19.4K 0.09% 65
2026
Q1 		$292K Buy
2,426
+41
+2% +$4.73K 0.09% 72
2025
Q4 		$251K Buy
+2,385
New +$224K 0.08% 73
2025
Q2 		– Sell
-2,413
Closed -$217K – 81
2025
Q1 		$217K Buy
2,413
+16
+0.7% +$1.49K 0.09% 66
2024
Q4 		$238K Buy
2,397
+14
+0.6% +$1.44K 0.12% 56
2024
Q3 		$271K Buy
2,383
+12
+0.5% +$1.43K 0.14% 50
2024
Q2 		$294K Buy
2,371
+12
+0.5% +$1.55K 0.16% 36
2024
Q1 		$311K Buy
2,359
+12
+0.5% +$1.48K 0.19% 44
2023
Q4 		$256K Buy
2,347
+14
+0.6% +$1.45K 0.17% 49
2023
Q3 		$240K Buy
2,333
+13
+0.6% +$1.4K 0.17% 50
2023
Q2 		$268K Buy
2,320
+12
+0.5% +$1.36K 0.19% 51
2023
Q1 		$246K Sell
2,308
-1,135
-33% -$123K 0.19% 49
2022
Q4 		$382K Buy
3,443
+1,096
+47% +$112K 0.31% 36
2022
Q3 		$202K Sell
2,347
-10,650
-82% -$951K 0.19% 50
2022
Q2 		$1.11M Buy
12,997
+4,668
+56% +$414K 0.19% 39
2022
Q1 		$684K Buy
8,329
+2,590
+45% +$204K 0.34% 28
2021
Q4 		$440K Buy
5,739
+2,025
+55% +$161K 0.24% 35
2021
Q3 		$279K Buy
+3,714
New +$282K 0.15% 47

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

Wealth Advisors of Iowa's MRK Position: Q2 2026 in Review

Wealth Advisors of Iowa increased its Merck (MRK) stake by 6.8% in Q2 2026, buying an estimated $19.4K and bringing the position to 2,592 shares worth $333K. The position accounts for 0.09% of the portfolio, ranked #65.

Wealth Advisors of Iowa first reported a position in MRK in Q3 2021 and has held it in 18 quarters since. The position peaked at $1.11M in Q2 2022. 1,865 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Wealth Advisors of Iowa held 2,592 shares of Merck worth $333K as of Q2 2026.
  • Wealth Advisors of Iowa bought 166 Merck shares in Q2 2026, an estimated $19.4K.
  • Merck made up 0.09% of Wealth Advisors of Iowa's portfolio in Q2 2026, its #65 holding.
  • Wealth Advisors of Iowa first reported a position in Merck in Q3 2021 and has held it in 18 quarters since.
  • Wealth Advisors of Iowa's Merck position peaked at $1.11M in Q2 2022.
  • 1,865 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Wealth Advisors of Iowa's 13F filing for Q2 2026, filed 30 Jul 2026.