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Whelan Financial’s Merck MRK Stock Holding History

Whelan Financial’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 		$396K Buy
3,078
+216
+8% +$25.3K 0.11% 67
2026
Q1 		$344K Buy
2,862
+84
+3% +$9.7K 0.11% 64
2025
Q4 		$292K Sell
2,778
-283
-9% -$26.6K 0.09% 68
2025
Q3 		$257K Buy
+3,061
New +$252K 0.08% 77

Other funds holding MRK

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
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
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

Whelan Financial's MRK Position: Q2 2026 in Review

Whelan Financial increased its Merck (MRK) stake by 7.5% in Q2 2026, buying an estimated $25.3K and bringing the position to 3,078 shares worth $396K. The position accounts for 0.11% of the portfolio, ranked #67.

Whelan Financial first reported a position in MRK in Q3 2025 and has held it in 4 quarters since. 1,699 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Whelan Financial held 3,078 shares of Merck worth $396K as of Q2 2026.
  • Whelan Financial bought 216 Merck shares in Q2 2026, an estimated $25.3K.
  • Merck made up 0.11% of Whelan Financial's portfolio in Q2 2026, its #67 holding.
  • Whelan Financial first reported a position in Merck in Q3 2025 and has held it in 4 quarters since.
  • 1,699 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Whelan Financial's 13F filing for Q2 2026, filed 24 Jul 2026.