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Affinity Capital Advisors’s Merck MRK Stock Holding History

Affinity Capital 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 		$632K Buy
4,984
+107
+2% +$12.5K 0.08% 98
2026
Q1 		$587K Buy
4,877
+147
+3% +$17K 0.08% 94
2025
Q4 		$498K Buy
4,730
+824
+21% +$77.3K 0.07% 103
2025
Q3 		$350K Sell
3,906
-10
-0.3% -$824 0.05% 117
2025
Q2 		$310K Sell
3,916
-11
-0.3% -$874 0.05% 124
2025
Q1 		$311K Sell
3,927
-50
-1% -$4.67K 0.06% 118
2024
Q4 		$402K Sell
3,977
-102
-3% -$10.5K 0.08% 107
2024
Q3 		$463K Buy
4,079
+249
+7% +$29.6K 0.09% 100
2024
Q2 		$474K Hold
3,830
– – 0.1% 96
2024
Q1 		$505K Sell
3,830
-165
-4% -$20.3K 0.11% 92
2023
Q4 		$436K Sell
3,995
-35
-0.9% -$3.63K 0.11% 96
2023
Q3 		$415K Sell
4,030
-88
-2% -$9.48K 0.11% 88
2023
Q2 		$475K Buy
4,118
+43
+1% +$4.88K 0.13% 79
2023
Q1 		$434K Hold
4,075
– – 0.13% 79
2022
Q4 		$452K Sell
4,075
-38
-0.9% -$3.88K 0.16% 67
2022
Q3 		$354K Buy
4,113
+1
+0% +$89 0.12% 73
2022
Q2 		$375K Sell
4,112
-36
-0.9% -$3.19K 0.13% 73
2022
Q1 		$340K Sell
4,148
-108
-3% -$8.52K 0.11% 84
2021
Q4 		$326K Buy
4,256
+21
+0.5% +$1.67K 0.1% 90
2021
Q3 		$318K Sell
4,235
-2,078
-33% -$158K 0.11% 87
2021
Q2 		$491K Sell
6,313
-303
-5% -$22.5K 0.17% 72
2021
Q1 		$487K Sell
6,616
-106
-2% -$7.82K 0.18% 69
2020
Q4 		$525K Hold
6,722
– – 0.21% 58
2020
Q3 		$532K Buy
6,722
+37
+0.6% +$2.9K 0.3% 52
2020
Q2 		$493K Sell
6,685
-231
-3% -$17.4K 0.32% 51
2020
Q1 		$551K Sell
6,916
-1,222
-15% -$96K 0.4% 47
2019
Q4 		$706K Buy
+8,138
New +$668K 0.46% 38

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
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
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Affinity Capital Advisors's MRK Position: Q2 2026 in Review

Affinity Capital Advisors increased its Merck (MRK) stake by 2.2% in Q2 2026, buying an estimated $12.5K and bringing the position to 4,984 shares worth $632K. The position accounts for 0.08% of the portfolio, ranked #98.

Affinity Capital Advisors first reported a position in MRK in Q4 2019 and has held it in 27 quarters since. The position peaked at $706K in Q4 2019. 711 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Affinity Capital Advisors held 4,984 shares of Merck worth $632K as of Q2 2026.
  • Affinity Capital Advisors bought 107 Merck shares in Q2 2026, an estimated $12.5K.
  • Merck made up 0.08% of Affinity Capital Advisors's portfolio in Q2 2026, its #98 holding.
  • Affinity Capital Advisors first reported a position in Merck in Q4 2019 and has held it in 27 quarters since.
  • Affinity Capital Advisors's Merck position peaked at $706K in Q4 2019.
  • 711 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Affinity Capital Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.