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Wealth Group’s Merck MRK Stock Holding History

Wealth Group’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 		$1.41M Buy
10,970
+8,303
+311% +$972K 0.35% 55
2026
Q1 		$321K Hold
2,667
– – 0.3% 62
2025
Q4 		$281K Buy
+2,667
New +$250K 0.27% 68
2025
Q2 		$286K Sell
3,616
-4,416
-55% -$351K 0.28% 69
2025
Q1 		$721K Sell
8,032
-1,498
-16% -$140K 0.47% 51
2024
Q4 		$948K Buy
9,530
+287
+3% +$29.6K 0.61% 39
2024
Q3 		$1.05M Sell
9,243
-328
-3% -$39K 0.7% 36
2024
Q2 		$1.19M Sell
9,571
-110
-1% -$14.2K 0.85% 27
2024
Q1 		$1.28M Buy
+9,681
New +$1.19M 0.96% 25

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
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

Wealth Group's MRK Position: Q2 2026 in Review

Wealth Group increased its Merck (MRK) stake by 311% in Q2 2026, buying an estimated $972K and bringing the position to 10,970 shares worth $1.41M. The position accounts for 0.35% of the portfolio, ranked #55.

Wealth Group first reported a position in MRK in Q1 2024 and has held it in 9 quarters since. 1,299 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Wealth Group held 10,970 shares of Merck worth $1.41M as of Q2 2026.
  • Wealth Group bought 8,303 Merck shares in Q2 2026, an estimated $972K.
  • Merck made up 0.35% of Wealth Group's portfolio in Q2 2026, its #55 holding.
  • Wealth Group first reported a position in Merck in Q1 2024 and has held it in 9 quarters since.
  • 1,299 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Wealth Group's 13F filing for Q2 2026, filed 21 Jul 2026.