WF
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WinCap Financial’s Merck MRK Stock Holding History

WinCap 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 		$1.56M Buy
12,130
+274
+2% +$32.1K 0.84% 29
2026
Q1 		$1.43M Buy
11,856
+1,268
+12% +$146K 0.95% 27
2025
Q4 		$1.11M Sell
10,588
-275
-3% -$25.8K 0.77% 34
2025
Q3 		$912K Sell
10,863
-160
-1% -$13.2K 0.63% 43
2025
Q2 		$873K Sell
11,023
-40
-0.4% -$3.18K 0.7% 43
2025
Q1 		$993K Buy
11,063
+1,719
+18% +$160K 0.94% 38
2024
Q4 		$930K Buy
+9,344
New +$963K 0.95% 37

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

WinCap Financial's MRK Position: Q2 2026 in Review

WinCap Financial increased its Merck (MRK) stake by 2.3% in Q2 2026, buying an estimated $32.1K and bringing the position to 12,130 shares worth $1.56M. The position accounts for 0.84% of the portfolio, ranked #29.

WinCap Financial first reported a position in MRK in Q4 2024 and has held it in 7 quarters since. 1,299 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • WinCap Financial held 12,130 shares of Merck worth $1.56M as of Q2 2026.
  • WinCap Financial bought 274 Merck shares in Q2 2026, an estimated $32.1K.
  • Merck made up 0.84% of WinCap Financial's portfolio in Q2 2026, its #29 holding.
  • WinCap Financial first reported a position in Merck in Q4 2024 and has held it in 7 quarters since.
  • 1,299 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on WinCap Financial's 13F filing for Q2 2026, filed 9 Jul 2026.