Western Financial Corp’s Merck MRK Stock Holding History

Western Financial Corp’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	$703K	Sell	5,469 -15	-0.3%	-$1.76K	0.21%	82
2026 Q1	$660K	Buy	+5,484	New	+$633K	0.26%	75
2024 Q4	–	Sell	-6,850	Closed	-$778K	–	135
2024 Q3	$778K	Sell	6,850 -1,739	-20%	-$207K	0.44%	70
2024 Q2	$1.06M	Buy	8,589 +30	+0.4%	+$3.86K	0.64%	41
2024 Q1	$1.13M	Buy	8,559 +86	+1%	+$10.6K	0.69%	32
2023 Q4	$924K	Sell	8,473 -5,228	-38%	-$543K	0.62%	28
2023 Q3	$1.41M	Buy	13,701 +5,612	+69%	+$605K	1.03%	21
2023 Q2	$933K	Sell	8,089 -78	-1%	-$8.86K	0.64%	30
2023 Q1	$869K	Buy	+8,167	New	+$882K	0.62%	32

Other funds holding MRK

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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 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

Western Financial Corp's MRK Position: Q2 2026 in Review

Western Financial Corp reduced its Merck (MRK) stake by 0.27% in Q2 2026, selling an estimated $1.76K and leaving 5,469 shares worth $703K. The position accounts for 0.21% of the portfolio, ranked #82.

Western Financial Corp first reported a position in MRK in Q1 2023 and has held it in 9 quarters since. The position peaked at $1.41M in Q3 2023. 1,867 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Western Financial Corp held 5,469 shares of Merck worth $703K as of Q2 2026.
Western Financial Corp sold 15 Merck shares in Q2 2026, an estimated $1.76K.
Merck made up 0.21% of Western Financial Corp's portfolio in Q2 2026, its #82 holding.
Western Financial Corp first reported a position in Merck in Q1 2023 and has held it in 9 quarters since.
Western Financial Corp's Merck position peaked at $1.41M in Q3 2023.
1,867 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Western Financial Corp's 13F filing for Q2 2026, filed 22 Jul 2026.