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Whipplewood Advisors’s Merck MRK Stock Holding History

Whipplewood 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 		$21.7K Sell
169
-551
-77% -$64.5K 0.01% 189
2026
Q1 		$86.6K Buy
720
+679
+1,656% +$78.4K 0.04% 208
2025
Q4 		$4.32K Buy
+41
New +$3.85K ﹤0.01% 308
2025
Q3 		– Sell
-1,032
Closed -$81.7K – 845
2025
Q2 		$81.7K Sell
1,032
-347
-25% -$27.6K 0.04% 259
2025
Q1 		$130K Sell
1,379
-201
-13% -$18.8K 0.08% 196
2024
Q4 		$157K Buy
+1,580
New +$163K 0.09% 187

Other funds holding MRK

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
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
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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Whipplewood Advisors's MRK Position: Q2 2026 in Review

Whipplewood Advisors reduced its Merck (MRK) stake by 77% in Q2 2026, selling an estimated $64.5K and leaving 169 shares worth $21.7K. The position accounts for 0.01% of the portfolio, ranked #189.

Whipplewood Advisors first reported a position in MRK in Q4 2024 and has held it in 6 quarters since. The position peaked at $157K in Q4 2024. 1,533 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Whipplewood Advisors held 169 shares of Merck worth $21.7K as of Q2 2026.
  • Whipplewood Advisors sold 551 Merck shares in Q2 2026, an estimated $64.5K.
  • Merck made up 0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #189 holding.
  • Whipplewood Advisors first reported a position in Merck in Q4 2024 and has held it in 6 quarters since.
  • Whipplewood Advisors's Merck position peaked at $157K in Q4 2024.
  • 1,533 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.