Wealthquest’s Merck MRK Stock Holding History

Wealthquest’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	$2.37M	Buy	18,468 +402	+2%	+$47.1K	0.15%	34
2026 Q1	$2.17M	Buy	18,066 +510	+3%	+$58.9K	0.15%	33
2025 Q4	$1.85M	Buy	17,556 +535	+3%	+$50.2K	0.14%	37
2025 Q3	$1.43M	Buy	17,021 +329	+2%	+$27.1K	0.11%	31
2025 Q2	$1.32M	Buy	16,692 +189	+1%	+$15K	0.1%	41
2025 Q1	$1.48M	Sell	16,503 -116	-0.7%	-$10.8K	0.12%	36
2024 Q4	$1.65M	Buy	16,619 +162	+1%	+$16.7K	0.13%	35
2024 Q3	$1.89M	Buy	16,457 +278	+2%	+$33K	0.17%	34
2024 Q2	$2M	Sell	16,179 -845	-5%	-$109K	0.21%	33
2024 Q1	$2.25M	Sell	17,024 -435	-2%	-$53.6K	0.24%	32
2023 Q4	$1.9M	Hold	17,459	–	–	0.21%	36
2023 Q3	$1.8M	Sell	17,459 -1,376	-7%	-$148K	0.22%	34
2023 Q2	$2.17M	Sell	18,835 -3,091	-14%	-$351K	0.26%	33
2023 Q1	$2.33M	Sell	21,926 -675	-3%	-$72.9K	0.3%	32
2022 Q4	$2.51M	Hold	22,601	–	–	0.32%	33
2022 Q3	$1.95M	Hold	22,601	–	–	0.27%	35
2022 Q2	$2.06M	Sell	22,601 -1,292	-5%	-$115K	0.31%	36
2022 Q1	$1.83M	Hold	23,893	–	–	0.28%	36
2021 Q4	$1.83M	Sell	23,893 -688	-3%	-$54.8K	0.28%	36
2021 Q3	$1.85M	Sell	24,581 -1,461	-6%	-$111K	0.31%	34
2021 Q2	$2.02M	Buy	26,042 +1,714	+7%	+$127K	0.35%	32
2021 Q1	$1.79M	Buy	24,328 +707	+3%	+$52.2K	0.33%	34
2020 Q4	$1.84M	Sell	23,621 -1,235	-5%	-$94.5K	0.39%	27
2020 Q3	$1.97M	Hold	24,856	–	–	0.49%	23
2020 Q2	$1.83M	Buy	+24,856	New	+$1.87M	0.47%	27
2019 Q4	$2.16M	Sell	24,856 -13	-0.1%	-$1.07K	0.62%	34
2019 Q3	$2M	Sell	24,869 -980	-4%	-$78.5K	0.67%	33
2019 Q2	$2.07M	Sell	25,849 -195	-0.7%	-$14.9K	0.78%	30
2019 Q1	$2.07M	Sell	26,044 -23	-0.1%	-$1.72K	0.78%	33
2018 Q4	$1.9M	Buy	+26,067	New	+$1.84M	0.78%	33
2015 Q3	$304K	Sell	6,458 -733	-10%	-$38.9K	0.55%	29
2015 Q2	$391K	Hold	7,191	–	–	0.57%	22
2015 Q1	$394K	Hold	7,191	–	–	0.57%	23
2014 Q4	$390K	Buy	+7,191	New	+$401K	0.4%	26

Other funds holding MRK

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

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Wealthquest's MRK Position: Q2 2026 in Review

Wealthquest increased its Merck (MRK) stake by 2.2% in Q2 2026, buying an estimated $47.1K and bringing the position to 18,468 shares worth $2.37M. The position accounts for 0.15% of the portfolio, ranked #34.

Wealthquest first reported a position in MRK in Q4 2014 and has held it in 34 quarters since. The position peaked at $2.51M in Q4 2022. 1,367 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Wealthquest held 18,468 shares of Merck worth $2.37M as of Q2 2026.
Wealthquest bought 402 Merck shares in Q2 2026, an estimated $47.1K.
Merck made up 0.15% of Wealthquest's portfolio in Q2 2026, its #34 holding.
Wealthquest first reported a position in Merck in Q4 2014 and has held it in 34 quarters since.
Wealthquest's Merck position peaked at $2.51M in Q4 2022.
1,367 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Wealthquest's 13F filing for Q2 2026, filed 23 Jul 2026.