Wealth Enhancement Advisory Services
MRK icon

Wealth Enhancement Advisory Services’s Merck MRK Stock Holding History

Wealth Enhancement Advisory Services’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 		$184M Buy
1,625,531
+193,887
+14% +$22.7M 0.31% 51
2026
Q1 		$157M Sell
1,431,644
-365,790
-20% -$42.2M 0.32% 51
2025
Q4 		$196M Buy
1,797,434
+36,686
+2% +$3.44M 0.27% 65
2025
Q3 		$154M Buy
1,760,748
+98,009
+6% +$8.07M 0.23% 81
2025
Q2 		$135M Buy
1,662,739
+15,836
+1% +$1.26M 0.22% 85
2025
Q1 		$148M Buy
1,646,903
+86,412
+6% +$8.07M 0.28% 67
2024
Q4 		$155M Buy
1,560,491
+231,927
+17% +$23.9M 0.3% 63
2024
Q3 		$151M Buy
1,328,564
+64,442
+5% +$7.66M 0.32% 57
2024
Q2 		$156M Buy
1,264,122
+38,993
+3% +$5.02M 0.37% 50
2024
Q1 		$162M Buy
1,225,129
+31,347
+3% +$3.86M 0.42% 44
2023
Q4 		$130M Buy
1,193,782
+115,805
+11% +$12M 0.38% 51
2023
Q3 		$111M Buy
1,077,977
+950,898
+748% +$102M 0.37% 56
2023
Q2 		$14.7M Sell
127,079
-5,850
-4% -$664K 0.16% 69
2023
Q1 		$14.1M Buy
132,929
+40,425
+44% +$4.36M 0.16% 70
2022
Q4 		$9.81M Buy
92,504
+86,773
+1,514% +$8.87M 0.13% 85
2022
Q3 		$502K Sell
5,731
-72,603
-93% -$6.48M 0.01% 276
2022
Q2 		$7.27M Sell
78,334
-20,424
-21% -$1.81M 0.1% 101
2022
Q1 		$8.25M Buy
98,758
+3,333
+3% +$263K 0.11% 95
2021
Q4 		$7.78M Sell
95,425
-96,693
-50% -$7.7M 0.11% 84
2021
Q3 		$15.8M Buy
+192,118
New +$14.6M 0.23% 52
2017
Q4 		– Sell
-34,503
Closed -$2.13M – 162
2017
Q3 		$2.13M Buy
+34,503
New +$2.09M 0.18% 67
2017
Q2 		– Sell
-15,594
Closed -$942K – 174
2017
Q1 		$942K Buy
+15,594
New +$946K 0.1% 89
2016
Q4 		– Sell
-31,635
Closed -$1.9M – 167
2016
Q3 		$1.9M Buy
+31,635
New +$1.85M 0.28% 53

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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 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
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Wealth Enhancement Advisory Services's MRK Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Merck (MRK) stake by 14% in Q2 2026, buying an estimated $22.7M and bringing the position to 1,625,531 shares worth $184M. The position accounts for 0.31% of the portfolio, ranked #51.

Wealth Enhancement Advisory Services first reported a position in MRK in Q3 2016 and has held it in 23 quarters since. The position peaked at $196M in Q4 2025. 711 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Wealth Enhancement Advisory Services held 1,625,531 shares of Merck worth $184M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 193,887 Merck shares in Q2 2026, an estimated $22.7M.
  • Merck made up 0.31% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #51 holding.
  • Wealth Enhancement Advisory Services first reported a position in Merck in Q3 2016 and has held it in 23 quarters since.
  • Wealth Enhancement Advisory Services's Merck position peaked at $196M in Q4 2025.
  • 711 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.