Wellspring Financial Advisors’s Merck MRK Stock Holding History

Wellspring Financial Advisors’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	$465K	Buy	22,465 +45	+0.2%	+$5.27K	0.03%	177
2026 Q1	$431K	Buy	22,420 +2,640	+13%	+$305K	0.03%	171
2025 Q4	$677K	Buy	19,780 +4,612	+30%	+$433K	0.05%	118
2025 Q3	$267K	Sell	15,168 -300	-2%	-$24.7K	0.02%	127
2025 Q2	$156K	Sell	15,468 -1,201	-7%	-$95.5K	0.02%	170
2025 Q1	$162K	Sell	16,669 -479	-3%	-$44.7K	0.02%	134
2024 Q4	$184K	Sell	17,148 -3,003	-15%	-$310K	0.02%	136
2024 Q3	$198K	Buy	20,151 +18,456	+1,089%	+$2.19M	0.02%	152
2024 Q2	$210K	Sell	1,695 -4	-0.2%	-$515	0.03%	137
2024 Q1	$224K	Buy	+1,699	New	+$209K	0.04%	118

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Wellspring Financial Advisors's MRK Position: Q2 2026 in Review

Wellspring Financial Advisors increased its Merck (MRK) stake by 0.2% in Q2 2026, buying an estimated $5.27K and bringing the position to 22,465 shares worth $465K. The position accounts for 0.03% of the portfolio, ranked #177.

Wellspring Financial Advisors first reported a position in MRK in Q1 2024 and has held it in 10 quarters since. The position peaked at $677K in Q4 2025. 1,533 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Wellspring Financial Advisors held 22,465 shares of Merck worth $465K as of Q2 2026.
Wellspring Financial Advisors bought 45 Merck shares in Q2 2026, an estimated $5.27K.
Merck made up 0.03% of Wellspring Financial Advisors's portfolio in Q2 2026, its #177 holding.
Wellspring Financial Advisors first reported a position in Merck in Q1 2024 and has held it in 10 quarters since.
Wellspring Financial Advisors's Merck position peaked at $677K in Q4 2025.
1,533 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.