Advocate Group
MRK icon

Advocate Group’s Merck MRK Stock Holding History

Advocate Group’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
Q3 		$10.6M Sell
72,809
-17,763
-20% -$2.45M 1.64% 14
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 		$9.7M 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 		$9.6M 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

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $24.1B AUM 30.72% 1-Year Est. Return

Advocate Group's MRK Position: Q3 2026 in Review

Advocate Group reduced its Merck (MRK) stake by 20% in Q3 2026, selling an estimated $2.45M and leaving 72,809 shares worth $10.6M. The position accounts for 1.64% of the portfolio, ranked #14.

Advocate Group first reported a position in MRK in Q2 2022 and has held it in 18 quarters since. The position peaked at $11.7M in Q1 2026. 1,812 funds tracked by Wall St. Rank hold MRK as of Q3 2026.

  • Advocate Group held 72,809 shares of Merck worth $10.6M as of Q3 2026.
  • Advocate Group sold 17,763 Merck shares in Q3 2026, an estimated $2.45M.
  • Merck made up 1.64% of Advocate Group's portfolio in Q3 2026, its #14 holding.
  • Advocate Group first reported a position in Merck in Q2 2022 and has held it in 18 quarters since.
  • Advocate Group's Merck position peaked at $11.7M in Q1 2026.
  • 1,812 funds tracked by Wall St. Rank held Merck as of Q3 2026.

Based on Advocate Group's 13F filing for Q3 2026, filed 19 Oct 2026.