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YHB Investment Advisors’s Merck MRK Stock Holding History

YHB Investment 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 		$1.08M Sell
8,398
-50
-0.6% -$5.85K 0.07% 168
2026
Q1 		$1.02M Buy
8,448
+100
+1% +$11.5K 0.07% 170
2025
Q4 		$879K Sell
8,348
-215
-3% -$20.2K 0.06% 180
2025
Q3 		$719K Sell
8,563
-20
-0.2% -$1.65K 0.05% 186
2025
Q2 		$679K Sell
8,583
-3,678
-30% -$292K 0.05% 190
2025
Q1 		$1.1M Sell
12,261
-1,035
-8% -$96.6K 0.09% 149
2024
Q4 		$1.32M Sell
13,296
-1,400
-10% -$144K 0.11% 139
2024
Q3 		$1.67M Buy
14,696
+3,564
+32% +$423K 0.14% 133
2024
Q2 		$1.38M Sell
11,132
-161
-1% -$20.7K 0.12% 138
2024
Q1 		$1.49M Sell
11,293
-445
-4% -$54.9K 0.13% 134
2023
Q4 		$1.28M Sell
11,738
-38
-0.3% -$3.94K 0.12% 132
2023
Q3 		$1.21M Buy
11,776
+226
+2% +$24.4K 0.11% 138
2023
Q2 		$1.33M Sell
11,550
-503
-4% -$57.1K 0.12% 136
2023
Q1 		$1.28M Sell
12,053
-89
-0.7% -$9.61K 0.13% 137
2022
Q4 		$1.35M Buy
12,142
+52
+0.4% +$5.32K 0.14% 127
2022
Q3 		$1.04M Buy
12,090
+32
+0.3% +$2.86K 0.12% 138
2022
Q2 		$1.1M Sell
12,058
-137
-1% -$12.1K 0.12% 139
2022
Q1 		$1M Sell
12,195
-482
-4% -$38K 0.09% 160
2021
Q4 		$972K Buy
12,677
+81
+0.6% +$6.45K 0.08% 169
2021
Q3 		$946K Sell
12,596
-720
-5% -$54.8K 0.08% 165
2021
Q2 		$1.04M Sell
13,316
-487
-4% -$36.2K 0.09% 165
2021
Q1 		$1.02M Buy
13,803
+62
+0.5% +$4.57K 0.09% 164
2020
Q4 		$1.07M Buy
13,741
+133
+1% +$10.2K 0.1% 157
2020
Q3 		$1.08M Sell
13,608
-3,618
-21% -$283K 0.12% 150
2020
Q2 		$1.27M Sell
17,226
-392
-2% -$29.5K 0.18% 97
2020
Q1 		$1.29M Sell
17,618
-398
-2% -$31.3K 0.22% 89
2019
Q4 		$1.56M Sell
18,016
-1,168
-6% -$95.9K 0.22% 91
2019
Q3 		$1.54M Buy
19,184
+29
+0.2% +$2.32K 0.24% 90
2019
Q2 		$1.53M Sell
19,155
-142
-0.7% -$10.9K 0.24% 93
2019
Q1 		$1.53M Buy
19,297
+50
+0.3% +$3.74K 0.24% 98
2018
Q4 		$1.4M Buy
19,247
+3,346
+21% +$236K 0.25% 97
2018
Q3 		$1.08M Buy
15,901
+1
+0% +$64 0.16% 115
2018
Q2 		$921K Sell
15,900
-130
-0.8% -$7.33K 0.15% 120
2018
Q1 		$833K Sell
16,030
-599
-4% -$32.4K 0.14% 120
2017
Q4 		$893K Sell
16,629
-556
-3% -$30.8K 0.15% 111
2017
Q3 		$1.05M Sell
17,185
-4,696
-21% -$285K 0.19% 107
2017
Q2 		$1.34M Buy
21,881
+4,278
+24% +$260K 0.23% 95
2017
Q1 		$1.05M Buy
17,603
+49
+0.3% +$2.97K 0.2% 101
2016
Q4 		$986K Buy
17,554
+4,602
+36% +$269K 0.21% 105
2016
Q3 		$771K Sell
12,952
-2,374
-15% -$139K 0.19% 108
2016
Q2 		$842K Buy
15,326
+6,770
+79% +$360K 0.19% 105
2016
Q1 		$432K Sell
8,556
-5,060
-37% -$248K 0.12% 117
2015
Q4 		$686K Sell
13,616
-1,082
-7% -$54.6K 0.16% 112
2015
Q3 		$693K Sell
14,698
-496
-3% -$26.3K 0.16% 114
2015
Q2 		$825K Buy
15,194
+1,845
+14% +$103K 0.18% 114
2015
Q1 		$732K Buy
13,349
+144
+1% +$8.15K 0.16% 114
2014
Q4 		$716K Buy
13,205
+299
+2% +$16.7K 0.16% 114
2014
Q3 		$730K Buy
12,906
+739
+6% +$41.5K 0.18% 109
2014
Q2 		$672K Buy
12,167
+655
+6% +$35.7K 0.16% 109
2014
Q1 		$624K Buy
11,512
+361
+3% +$18.7K 0.16% 108
2013
Q4 		$533K Sell
11,151
-3,966
-26% -$181K 0.14% 109
2013
Q3 		$687K Sell
15,117
-105
-0.7% -$4.79K 0.2% 101
2013
Q2 		$675K Buy
+15,222
New +$680K 0.21% 106

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

YHB Investment Advisors's MRK Position: Q2 2026 in Review

YHB Investment Advisors reduced its Merck (MRK) stake by 0.59% in Q2 2026, selling an estimated $5.85K and leaving 8,398 shares worth $1.08M. The position accounts for 0.07% of the portfolio, ranked #168.

YHB Investment Advisors first reported a position in MRK in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.67M in Q3 2024. 1,299 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • YHB Investment Advisors held 8,398 shares of Merck worth $1.08M as of Q2 2026.
  • YHB Investment Advisors sold 50 Merck shares in Q2 2026, an estimated $5.85K.
  • Merck made up 0.07% of YHB Investment Advisors's portfolio in Q2 2026, its #168 holding.
  • YHB Investment Advisors first reported a position in Merck in Q2 2013 and has held it in 53 quarters since.
  • YHB Investment Advisors's Merck position peaked at $1.67M in Q3 2024.
  • 1,299 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.