Winthrop Partners - WNY’s Merck MRK Stock Holding History

Winthrop Partners - WNY’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	$350K	Hold	2,722	–	–	0.17%	73
2026 Q1	$327K	Hold	2,722	–	–	0.17%	74
2025 Q4	$287K	Buy	+2,722	New	+$256K	0.15%	76
2019 Q3	$3.87M	Buy	48,160 +1,015	+2%	+$81.3K	2.61%	6
2019 Q2	$3.77M	Buy	47,145 +2,130	+5%	+$163K	2.83%	5
2019 Q1	$3.58M	Buy	45,015 +1,679	+4%	+$126K	2.79%	5
2018 Q4	$3.16M	Buy	43,336 +53	+0.1%	+$3.74K	2.95%	5
2018 Q3	$2.93M	Buy	43,283 +2,921	+7%	+$186K	2.37%	6
2018 Q2	$2.34M	Buy	40,362 +578	+1%	+$32.6K	1.94%	12
2018 Q1	$2.13M	Buy	39,784 +178	+0.4%	+$9.61K	1.64%	15
2017 Q4	$2.08M	Buy	+39,606	New	+$2.2M	1.7%	20

Other funds holding MRK

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

Winthrop Partners - WNY's MRK Position: Q2 2026 in Review

Winthrop Partners - WNY held its Merck (MRK) position steady in Q2 2026 at 2,722 shares worth $350K. The position accounts for 0.17% of the portfolio, ranked #73.

Winthrop Partners - WNY first reported a position in MRK in Q4 2017 and has held it in 11 quarters since. The position peaked at $3.87M in Q3 2019. 1,299 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Winthrop Partners - WNY held 2,722 shares of Merck worth $350K as of Q2 2026.
Winthrop Partners - WNY left its Merck share count unchanged in Q2 2026.
Merck made up 0.17% of Winthrop Partners - WNY's portfolio in Q2 2026, its #73 holding.
Winthrop Partners - WNY first reported a position in Merck in Q4 2017 and has held it in 11 quarters since.
Winthrop Partners - WNY's Merck position peaked at $3.87M in Q3 2019.
1,299 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Winthrop Partners - WNY's 13F filing for Q2 2026, filed 15 Jul 2026.