Wetzel Investment Advisors’s Merck MRK Stock Holding History

Wetzel Investment 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	$386K	Sell	2,983 -421	-12%	-$49.3K	0.13%	86
2026 Q1	$412K	Sell	3,404 -316	-8%	-$36.5K	0.16%	82
2025 Q4	$395K	Sell	3,720 -268	-7%	-$25.2K	0.16%	80
2025 Q3	$338K	Sell	3,988 -73	-2%	-$6.01K	0.14%	87
2025 Q2	$325K	Sell	4,061 -634	-14%	-$50.4K	0.15%	90
2025 Q1	$425K	Sell	4,695 -119	-2%	-$11.1K	0.21%	74
2024 Q4	$483K	Sell	4,814 -49	-1%	-$5.05K	0.24%	68
2024 Q3	$556K	Buy	4,863 +323	+7%	+$38.4K	0.28%	64
2024 Q2	$599K	Sell	4,540 -296	-6%	-$38.1K	0.34%	53
2024 Q1	$606K	Buy	4,836 +497	+11%	+$61.3K	0.36%	48
2023 Q4	$473K	Buy	+4,339	New	+$450K	0.29%	56

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

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wetzel Investment Advisors's MRK Position: Q2 2026 in Review

Wetzel Investment Advisors reduced its Merck (MRK) stake by 12% in Q2 2026, selling an estimated $49.3K and leaving 2,983 shares worth $386K. The position accounts for 0.13% of the portfolio, ranked #86.

Wetzel Investment Advisors first reported a position in MRK in Q4 2023 and has held it in 11 quarters since. The position peaked at $606K in Q1 2024. 1,769 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Wetzel Investment Advisors held 2,983 shares of Merck worth $386K as of Q2 2026.
Wetzel Investment Advisors sold 421 Merck shares in Q2 2026, an estimated $49.3K.
Merck made up 0.13% of Wetzel Investment Advisors's portfolio in Q2 2026, its #86 holding.
Wetzel Investment Advisors first reported a position in Merck in Q4 2023 and has held it in 11 quarters since.
Wetzel Investment Advisors's Merck position peaked at $606K in Q1 2024.
1,769 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Wetzel Investment Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.