Acima Private Wealth’s Merck MRK Stock Holding History

Acima Private Wealth’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	$612K	Hold	4,764	–	–	0.18%	70
2026 Q1	$573K	Hold	4,764	–	–	0.18%	68
2025 Q4	$501K	Hold	4,764	–	–	0.16%	75
2025 Q3	$400K	Hold	4,764	–	–	0.13%	90
2025 Q2	$377K	Hold	4,764	–	–	0.13%	89
2025 Q1	$428K	Hold	4,764	–	–	0.15%	78
2024 Q4	$474K	Hold	4,764	–	–	0.16%	81
2024 Q3	$541K	Hold	4,764	–	–	0.18%	74
2024 Q2	$590K	Hold	4,764	–	–	0.22%	68
2024 Q1	$629K	Sell	4,764 -681	-13%	-$83.9K	0.23%	72
2023 Q4	$594K	Sell	5,445 -448	-8%	-$46.5K	0.23%	74
2023 Q3	$607K	Hold	5,893	–	–	0.27%	74
2023 Q2	$680K	Hold	5,893	–	–	0.33%	64
2023 Q1	$627K	Buy	5,893 +795	+16%	+$85.8K	0.31%	66
2022 Q4	$566K	Hold	5,098	–	–	0.29%	73
2022 Q3	$439K	Hold	5,098	–	–	0.23%	78
2022 Q2	$465K	Hold	5,098	–	–	0.23%	81
2022 Q1	$418K	Sell	5,098 -100	-2%	-$7.88K	0.19%	95
2021 Q4	$398K	Hold	5,198	–	–	0.17%	98
2021 Q3	$390K	Hold	5,198	–	–	0.18%	92
2021 Q2	$404K	Sell	5,198 -321	-6%	-$23.9K	0.19%	91
2021 Q1	$406K	Sell	5,519 -456	-8%	-$33.6K	0.2%	87
2020 Q4	$466K	Hold	5,975	–	–	0.24%	79
2020 Q3	$473K	Hold	5,975	–	–	0.29%	79
2020 Q2	$441K	Hold	5,975	–	–	0.28%	78
2020 Q1	$439K	Sell	5,975 -209	-3%	-$16.4K	0.34%	73
2019 Q4	$537K	Buy	6,184 +209	+3%	+$17.2K	0.37%	68
2019 Q3	$479K	Buy	5,975 +184	+3%	+$14.7K	0.37%	69
2019 Q2	$463K	Hold	5,791	–	–	0.37%	65
2019 Q1	$460K	Buy	5,791 +481	+9%	+$36K	0.39%	65
2018 Q4	$387K	Buy	+5,310	New	+$375K	0.38%	65

Other funds holding MRK

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

Handelsbanken Fonder

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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return