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Wingate Wealth Advisors’s Merck MRK Stock Holding History

Wingate Wealth 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 		$769K Sell
5,985
-155
-3% -$18.1K 0.34% 61
2026
Q1 		$739K Sell
6,140
-537
-8% -$62K 0.39% 60
2025
Q4 		$703K Buy
6,677
+1,599
+31% +$150K 0.39% 62
2025
Q3 		$426K Buy
5,078
+41
+0.8% +$3.38K 0.3% 71
2025
Q2 		$399K Buy
5,037
+263
+6% +$20.9K 0.36% 67
2025
Q1 		$428K Buy
4,774
+11
+0.2% +$1.03K 0.49% 59
2024
Q4 		$474K Buy
+4,763
New +$491K 0.47% 58

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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Wingate Wealth Advisors's MRK Position: Q2 2026 in Review

Wingate Wealth Advisors reduced its Merck (MRK) stake by 2.5% in Q2 2026, selling an estimated $18.1K and leaving 5,985 shares worth $769K. The position accounts for 0.34% of the portfolio, ranked #61.

Wingate Wealth Advisors first reported a position in MRK in Q4 2024 and has held it in 7 quarters since. 1,867 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Wingate Wealth Advisors held 5,985 shares of Merck worth $769K as of Q2 2026.
  • Wingate Wealth Advisors sold 155 Merck shares in Q2 2026, an estimated $18.1K.
  • Merck made up 0.34% of Wingate Wealth Advisors's portfolio in Q2 2026, its #61 holding.
  • Wingate Wealth Advisors first reported a position in Merck in Q4 2024 and has held it in 7 quarters since.
  • 1,867 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Wingate Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.