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West Financial Advisors’s Merck MRK Stock Holding History

West 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 		$143K Hold
1,114
– – 0.02% 77
2026
Q1 		$134K Sell
1,114
-82
-7% -$9.47K 0.02% 70
2025
Q4 		$126K Buy
1,196
+82
+7% +$7.7K 0.02% 72
2025
Q3 		$93.5K Sell
1,114
-45
-4% -$3.71K 0.02% 80
2025
Q2 		$91.7K Sell
1,159
-5
-0.4% -$397 0.02% 80
2025
Q1 		$104K Sell
1,164
-97
-8% -$9.06K 0.02% 76
2024
Q4 		$125K Sell
1,261
-87
-6% -$8.97K 0.02% 72
2024
Q3 		$153K Buy
1,348
+184
+16% +$21.9K 0.03% 59
2024
Q2 		$144K Hold
1,164
– – 0.03% 62
2024
Q1 		$154K Sell
1,164
-120
-9% -$14.8K 0.03% 60
2023
Q4 		$140K Sell
1,284
-68
-5% -$7.06K 0.03% 62
2023
Q3 		$139K Buy
1,352
+68
+5% +$7.33K 0.03% 61
2023
Q2 		$148K Hold
1,284
– – 0.04% 60
2023
Q1 		$137K Sell
1,284
-2
-0.2% -$216 0.04% 60
2022
Q4 		$143K Hold
1,286
– – 0.04% 60
2022
Q3 		$111K Hold
1,286
– – 0.03% 74
2022
Q2 		$117K Sell
1,286
-83
-6% -$7.36K 0.03% 71
2022
Q1 		$112K Buy
1,369
+83
+6% +$6.54K 0.03% 75
2021
Q4 		$99K Hold
1,286
– – 0.03% 89
2021
Q3 		$97K Buy
1,286
+50
+4% +$3.8K 0.03% 78
2021
Q2 		$96K Sell
1,236
-426
-26% -$31.7K 0.03% 71
2021
Q1 		$122K Hold
1,662
– – 0.04% 64
2020
Q4 		$130K Buy
+1,662
New +$127K 0.05% 62

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

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

West Financial Advisors held its Merck (MRK) position steady in Q2 2026 at 1,114 shares worth $143K. The position accounts for 0.02% of the portfolio, ranked #77.

West Financial Advisors first reported a position in MRK in Q4 2020 and has held it in 23 quarters since. The position peaked at $154K in Q1 2024. 1,153 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • West Financial Advisors held 1,114 shares of Merck worth $143K as of Q2 2026.
  • West Financial Advisors left its Merck share count unchanged in Q2 2026.
  • Merck made up 0.02% of West Financial Advisors's portfolio in Q2 2026, its #77 holding.
  • West Financial Advisors first reported a position in Merck in Q4 2020 and has held it in 23 quarters since.
  • West Financial Advisors's Merck position peaked at $154K in Q1 2024.
  • 1,153 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on West Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.