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Wealth Management Associates’s Merck MRK Stock Holding History

Wealth Management Associates’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 		$2M Buy
15,581
+4,242
+37% +$497K 0.55% 37
2026
Q1 		$1.36M Sell
11,339
-115
-1% -$13.3K 0.47% 48
2025
Q4 		$1.21M Sell
11,454
-432
-4% -$40.6K 0.42% 52
2025
Q3 		$998K Buy
11,886
+622
+6% +$51.2K 0.35% 58
2025
Q2 		$892K Sell
11,264
-95
-0.8% -$7.55K 0.35% 60
2025
Q1 		$1.02M Sell
11,359
-45
-0.4% -$4.2K 0.44% 52
2024
Q4 		$1.13M Sell
11,404
-871
-7% -$89.8K 0.48% 45
2024
Q3 		$1.39M Sell
12,275
-72
-0.6% -$8.55K 0.61% 38
2024
Q2 		$1.53M Hold
12,347
– – 0.72% 32
2024
Q1 		$1.53M Buy
12,347
+2
+0% +$247 0.72% 32
2023
Q4 		$1.35M Sell
12,345
-226
-2% -$23.5K 0.71% 33
2023
Q3 		$1.29M Buy
12,571
+77
+0.6% +$8.3K 0.76% 32
2023
Q2 		$1.44M Sell
12,494
-284
-2% -$32.2K 0.82% 28
2023
Q1 		$1.36M Sell
12,778
-387
-3% -$41.8K 0.84% 25
2022
Q4 		$1.46M Sell
13,165
-232
-2% -$23.7K 0.97% 23
2022
Q3 		$1.15M Sell
13,397
-17
-0.1% -$1.52K 0.81% 28
2022
Q2 		$1.22M Buy
13,414
+410
+3% +$36.3K 0.83% 24
2022
Q1 		$1.07M Buy
13,004
+270
+2% +$21.3K 0.61% 36
2021
Q4 		$976K Buy
12,734
+56
+0.4% +$4.46K 0.53% 42
2021
Q3 		$952K Buy
12,678
+195
+2% +$14.8K 0.56% 40
2021
Q2 		$971K Sell
12,483
-755
-6% -$56.2K 0.55% 39
2021
Q1 		$974K Buy
13,238
+820
+7% +$60.5K 0.62% 35
2020
Q4 		$969K Buy
12,418
+702
+6% +$53.7K 0.64% 34
2020
Q3 		$927K Buy
11,716
+896
+8% +$70.2K 0.72% 32
2020
Q2 		$798K Buy
10,820
+949
+10% +$71.4K 0.67% 34
2020
Q1 		$725K Buy
9,871
+1,728
+21% +$136K 0.73% 32
2019
Q4 		$707K Buy
8,143
+4
+0% +$329 0.51% 45
2019
Q3 		$654K Buy
8,139
+2,391
+42% +$192K 0.53% 45
2019
Q2 		$460K Buy
5,748
+4
+0.1% +$306 0.46% 53
2019
Q1 		$456K Buy
5,744
+1,996
+53% +$149K 0.5% 51
2018
Q4 		$273K Buy
+3,748
New +$265K 0.37% 61

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 Management Associates's MRK Position: Q2 2026 in Review

Wealth Management Associates increased its Merck (MRK) stake by 37% in Q2 2026, buying an estimated $497K and bringing the position to 15,581 shares worth $2M. The position accounts for 0.55% of the portfolio, ranked #37.

Wealth Management Associates first reported a position in MRK in Q4 2018 and has held it in 31 quarters since. 1,867 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Wealth Management Associates held 15,581 shares of Merck worth $2M as of Q2 2026.
  • Wealth Management Associates bought 4,242 Merck shares in Q2 2026, an estimated $497K.
  • Merck made up 0.55% of Wealth Management Associates's portfolio in Q2 2026, its #37 holding.
  • Wealth Management Associates first reported a position in Merck in Q4 2018 and has held it in 31 quarters since.
  • 1,867 funds tracked by Wall St. Rank held Merck as of Q2 2026.

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