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Woodward Diversified Capital’s Merck MRK Stock Holding History

Woodward Diversified Capital’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 		$1.49M Sell
11,619
-16
-0.1% -$1.87K 0.66% 34
2026
Q1 		$1.39M Buy
11,635
+114
+1% +$13.2K 0.63% 31
2025
Q4 		$1.21M Sell
11,521
-335
-3% -$31.4K 0.56% 43
2025
Q3 		$995K Sell
11,856
-54
-0.5% -$4.45K 0.46% 58
2025
Q2 		$943K Buy
11,910
+5,059
+74% +$402K 0.48% 54
2025
Q1 		$615K Buy
6,851
+248
+4% +$23.2K 0.44% 54
2024
Q4 		$657K Sell
6,603
-3,770
-36% -$389K 0.48% 46
2024
Q3 		$1.18M Sell
10,373
-105
-1% -$12.5K 0.75% 36
2024
Q2 		$1.3M Buy
10,478
+772
+8% +$99.4K 0.76% 29
2024
Q1 		$1.28M Buy
9,706
+593
+7% +$73.1K 0.8% 28
2023
Q4 		$994K Sell
9,113
-106
-1% -$11K 0.62% 43
2023
Q3 		$949K Sell
9,219
-645
-7% -$69.5K 0.68% 44
2023
Q2 		$1.14M Sell
9,864
-285
-3% -$32.4K 0.86% 33
2023
Q1 		$1.08M Buy
10,149
+2
+0% +$216 0.85% 31
2022
Q4 		$1.13M Sell
10,147
-290
-3% -$29.6K 0.91% 25
2022
Q3 		$899K Sell
10,437
-476
-4% -$42.5K 0.74% 33
2022
Q2 		$995K Buy
10,913
+32
+0.3% +$2.84K 0.76% 35
2022
Q1 		$893K Buy
10,881
+877
+9% +$69.1K 0.58% 50
2021
Q4 		$767K Buy
10,004
+3,002
+43% +$239K 0.45% 58
2021
Q3 		$526K Buy
7,002
+48
+0.7% +$3.65K 0.33% 87
2021
Q2 		$541K Sell
6,954
-2,139
-24% -$159K 0.31% 84
2021
Q1 		$669K Sell
9,093
-867
-9% -$64K 0.39% 69
2020
Q4 		$777K Buy
+9,960
New +$762K 0.5% 57

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

Woodward Diversified Capital's MRK Position: Q2 2026 in Review

Woodward Diversified Capital reduced its Merck (MRK) stake by 0.14% in Q2 2026, selling an estimated $1.87K and leaving 11,619 shares worth $1.49M. The position accounts for 0.66% of the portfolio, ranked #34.

Woodward Diversified Capital first reported a position in MRK in Q4 2020 and has held it in 23 quarters since. 1,867 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Woodward Diversified Capital held 11,619 shares of Merck worth $1.49M as of Q2 2026.
  • Woodward Diversified Capital sold 16 Merck shares in Q2 2026, an estimated $1.87K.
  • Merck made up 0.66% of Woodward Diversified Capital's portfolio in Q2 2026, its #34 holding.
  • Woodward Diversified Capital first reported a position in Merck in Q4 2020 and has held it in 23 quarters since.
  • 1,867 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Woodward Diversified Capital's 13F filing for Q2 2026, filed 28 Jul 2026.