Werba Rubin Papier Wealth Management’s Merck MRK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$670K Buy
5,214
+97
+2% +$11.4K 0.08% 130
2026
Q1
$615K Buy
5,117
+1,524
+42% +$176K 0.09% 123
2025
Q4
$378K Buy
3,593
+895
+33% +$84K 0.1% 132
2025
Q3
$226K Sell
2,698
-50
-2% -$4.12K 0.04% 215
2025
Q2
$218K Buy
+2,748
New +$218K 0.04% 202
2025
Q1
Sell
-3,039
Closed -$302K 203
2024
Q4
$302K Buy
3,039
+97
+3% +$10K 0.07% 131
2024
Q3
$334K Buy
2,942
+622
+27% +$73.9K 0.08% 123
2024
Q2
$287K Buy
2,320
+453
+24% +$58.4K 0.08% 124
2024
Q1
$248K Sell
1,867
-1
-0.1% -$123 0.07% 121
2023
Q4
$205K Buy
+1,868
New +$194K 0.07% 110
2023
Q3
Sell
-1,919
Closed -$221K 129
2023
Q2
$221K Buy
1,919
+19
+1% +$2.16K 0.08% 104
2023
Q1
$204K Buy
1,900
+34
+2% +$3.67K 0.08% 101
2022
Q4
$208K Buy
+1,866
New +$191K 0.09% 92

Other funds holding MRK

Werba Rubin Papier Wealth Management's MRK Position: Q2 2026 in Review

Werba Rubin Papier Wealth Management increased its Merck (MRK) stake by 1.9% in Q2 2026, buying an estimated $11.4K and bringing the position to 5,214 shares worth $670K. The position accounts for 0.08% of the portfolio, ranked #130.

Werba Rubin Papier Wealth Management first reported a position in MRK in Q4 2022 and has held it in 13 quarters since. 2,083 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Werba Rubin Papier Wealth Management held 5,214 shares of Merck worth $670K as of Q2 2026.
  • Werba Rubin Papier Wealth Management bought 97 Merck shares in Q2 2026, an estimated $11.4K.
  • Merck made up 0.08% of Werba Rubin Papier Wealth Management's portfolio in Q2 2026, its #130 holding.
  • Werba Rubin Papier Wealth Management first reported a position in Merck in Q4 2022 and has held it in 13 quarters since.
  • 2,083 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Werba Rubin Papier Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.