Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$11.6M Sell
90,572
-6,778
-7% -$793K 1.75% 12
2026
Q1
$11.7M Sell
97,350
-1,461
-1% -$169K 1.83% 11
2025
Q4
$10.4M Buy
98,811
+1,214
+1% +$114K 1.68% 17
2025
Q3
$8.19M Buy
97,597
+3,874
+4% +$319K 1.35% 30
2025
Q2
$7.42M Buy
93,723
+8,428
+10% +$670K 1.33% 31
2025
Q1
$7.66M Buy
85,295
+4,188
+5% +$391K 1.4% 30
2024
Q4
$8.07M Buy
81,107
+4,905
+6% +$506K 1.52% 26
2024
Q3
$8.65M Buy
76,202
+1,746
+2% +$207K 1.57% 23
2024
Q2
$9.22M Buy
74,456
+808
+1% +$104K 1.86% 10
2024
Q1
$9.72M Buy
73,648
+1,088
+1% +$134K 1.93% 8
2023
Q4
$7.91M Sell
72,560
-3,686
-5% -$383K 1.7% 13
2023
Q3
$7.85M Sell
76,246
-6,655
-8% -$717K 1.82% 13
2023
Q2
$9.57M Sell
82,901
-3,244
-4% -$368K 2.1% 9
2023
Q1
$9.16M Sell
86,145
-6,621
-7% -$715K 2% 10
2022
Q4
$10.3M Buy
92,766
+1,473
+2% +$151K 2.22% 5
2022
Q3
$7.86M Buy
91,293
+3,618
+4% +$323K 1.94% 12
2022
Q2
$7.99M Buy
+87,675
New +$7.77M 1.86% 16

Other funds holding MRK

Advocate Group's MRK Position: Q2 2026 in Review

Advocate Group reduced its Merck (MRK) stake by 7% in Q2 2026, selling an estimated $793K and leaving 90,572 shares worth $11.6M. The position accounts for 1.75% of the portfolio, ranked #12.

Advocate Group first reported a position in MRK in Q2 2022 and has held it in 17 quarters since. The position peaked at $11.7M in Q1 2026. 1,549 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Advocate Group held 90,572 shares of Merck worth $11.6M as of Q2 2026.
  • Advocate Group sold 6,778 Merck shares in Q2 2026, an estimated $793K.
  • Merck made up 1.75% of Advocate Group's portfolio in Q2 2026, its #12 holding.
  • Advocate Group first reported a position in Merck in Q2 2022 and has held it in 17 quarters since.
  • Advocate Group's Merck position peaked at $11.7M in Q1 2026.
  • 1,549 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Advocate Group's 13F filing for Q2 2026, filed 17 Jul 2026.