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Wolff Financial Management’s Merck MRK Stock Holding History

Wolff Financial Management’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 		$1.4M Sell
10,886
-199
-2% -$23.3K 0.28% 36
2026
Q1 		$1.33M Buy
11,085
+1
+0% +$115 0.29% 35
2025
Q4 		$1.17M Buy
11,084
+1
+0% +$94 0.26% 36
2025
Q3 		$930K Sell
11,083
-14
-0.1% -$1.15K 0.22% 45
2025
Q2 		$878K Sell
11,097
-1,288
-10% -$102K 0.23% 43
2025
Q1 		$1.11M Buy
12,385
+1
+0% +$93 0.31% 37
2024
Q4 		$1.23M Hold
12,384
– – 0.34% 33
2024
Q3 		$1.41M Buy
12,384
+1
+0% +$119 0.38% 32
2024
Q2 		$1.53M Buy
12,383
+1
+0% +$129 1.13% 12
2024
Q1 		$1.63M Buy
12,382
+1
+0% +$123 0.48% 26
2023
Q4 		$1.35M Buy
12,381
+1
+0% +$104 0.42% 32
2023
Q3 		$1.27M Hold
12,380
– – 0.44% 33
2023
Q2 		$1.43M Buy
12,380
+1
+0% +$114 1.24% 11
2023
Q1 		$1.32M Buy
12,379
+1
+0% +$108 0.46% 36
2022
Q4 		$1.37M Buy
12,378
+1
+0% +$102 0.51% 36
2022
Q3 		$1.06M Buy
12,377
+1
+0% +$89 0.49% 39
2022
Q2 		$1.13M Sell
12,376
-39
-0.3% -$3.46K 0.5% 39
2022
Q1 		$1.02M Buy
12,415
+1
+0% +$79 0.4% 45
2021
Q4 		$951K Hold
12,414
– – 0.36% 47
2021
Q3 		$932K Buy
+12,414
New +$944K 0.81% 16
2021
Q1 		$957K Buy
13,008
+1,369
+12% +$101K 0.44% 41
2020
Q4 		$908K Buy
11,639
+1
+0% +$76 0.48% 39
2020
Q3 		$921K Buy
11,638
+1
+0% +$78 0.55% 36
2020
Q2 		$859K Buy
11,637
+1
+0% +$75 0.55% 35
2020
Q1 		$854K Buy
11,636
+1
+0% +$79 0.64% 32
2019
Q4 		$1.01M Buy
11,635
+1
+0% +$82 0.67% 31
2019
Q3 		$935K Hold
11,634
– – 0.68% 31
2019
Q2 		$931K Buy
11,634
+1
+0% +$77 0.72% 29
2019
Q1 		$923K Hold
11,633
– – 0.77% 26
2018
Q4 		$848K Buy
+11,633
New +$821K 0.83% 25

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

Wolff Financial Management's MRK Position: Q2 2026 in Review

Wolff Financial Management reduced its Merck (MRK) stake by 1.8% in Q2 2026, selling an estimated $23.3K and leaving 10,886 shares worth $1.4M. The position accounts for 0.28% of the portfolio, ranked #36.

Wolff Financial Management first reported a position in MRK in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.63M in Q1 2024. 1,867 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Wolff Financial Management held 10,886 shares of Merck worth $1.4M as of Q2 2026.
  • Wolff Financial Management sold 199 Merck shares in Q2 2026, an estimated $23.3K.
  • Merck made up 0.28% of Wolff Financial Management's portfolio in Q2 2026, its #36 holding.
  • Wolff Financial Management first reported a position in Merck in Q4 2018 and has held it in 30 quarters since.
  • Wolff Financial Management's Merck position peaked at $1.63M in Q1 2024.
  • 1,867 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Wolff Financial Management's 13F filing for Q2 2026, filed 16 Jul 2026.