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Willner & Heller’s Merck MRK Stock Holding History

Willner & Heller’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 		$994K Buy
7,737
+103
+1% +$12.1K 0.62% 46
2026
Q1 		$918K Sell
7,634
-20
-0.3% -$2.31K 0.68% 39
2025
Q4 		$806K Sell
7,654
-68
-0.9% -$6.38K 0.58% 49
2025
Q3 		$648K Sell
7,722
-271
-3% -$22.3K 0.5% 62
2025
Q2 		$633K Sell
7,993
-24
-0.3% -$1.91K 0.53% 61
2025
Q1 		$720K Buy
8,017
+231
+3% +$21.6K 0.67% 45
2024
Q4 		$775K Buy
7,786
+26
+0.3% +$2.68K 0.68% 42
2024
Q3 		$881K Buy
7,760
+42
+0.5% +$4.99K 0.79% 35
2024
Q2 		$956K Sell
7,718
-212
-3% -$27.3K 0.92% 32
2024
Q1 		$1.05M Buy
7,930
+10
+0.1% +$1.23K 1.04% 27
2023
Q4 		$863K Buy
+7,920
New +$822K 0.96% 31
2022
Q4 		$925K Buy
8,341
+56
+0.7% +$5.72K 1.31% 22
2022
Q3 		$713K Sell
8,285
-183
-2% -$16.3K 1.15% 28
2022
Q2 		$772K Sell
8,468
-240
-3% -$21.3K 1.2% 26
2022
Q1 		$667K Sell
8,708
-229
-3% -$18.1K 0.82% 41
2021
Q4 		$671K Buy
+8,937
New +$712K 0.89% 31

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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 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
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Willner & Heller's MRK Position: Q2 2026 in Review

Willner & Heller increased its Merck (MRK) stake by 1.3% in Q2 2026, buying an estimated $12.1K and bringing the position to 7,737 shares worth $994K. The position accounts for 0.62% of the portfolio, ranked #46.

Willner & Heller first reported a position in MRK in Q4 2021 and has held it in 16 quarters since. The position peaked at $1.05M in Q1 2024. 711 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Willner & Heller held 7,737 shares of Merck worth $994K as of Q2 2026.
  • Willner & Heller bought 103 Merck shares in Q2 2026, an estimated $12.1K.
  • Merck made up 0.62% of Willner & Heller's portfolio in Q2 2026, its #46 holding.
  • Willner & Heller first reported a position in Merck in Q4 2021 and has held it in 16 quarters since.
  • Willner & Heller's Merck position peaked at $1.05M in Q1 2024.
  • 711 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Willner & Heller's 13F filing for Q2 2026, filed 7 Jul 2026.