American Capital Advisory’s Merck MRK Stock Holding History

American Capital Advisory’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	$790K	Buy	6,146 +529	+9%	+$61.9K	0.29%	58
2026 Q1	$676K	Sell	5,617 -222	-4%	-$25.6K	0.27%	65
2025 Q4	$615K	Sell	5,839 -177	-3%	-$16.6K	0.27%	64
2025 Q3	$505K	Buy	6,016 +10	+0.2%	+$824	0.23%	71
2025 Q2	$475K	Buy	6,006 +25	+0.4%	+$1.99K	0.24%	69
2025 Q1	$537K	Sell	5,981 -177	-3%	-$16.5K	0.29%	59
2024 Q4	$613K	Hold	6,158	–	–	0.34%	57
2024 Q3	$699K	Buy	6,158 +4,805	+355%	+$571K	0.41%	53
2024 Q2	$148K	Sell	1,353 -25	-2%	-$3.22K	0.11%	95
2024 Q1	$147K	Buy	1,378 +25	+2%	+$3.08K	0.13%	98
2023 Q4	$148K	Buy	+1,353	New	+$140K	0.11%	95

Other funds holding MRK

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

American Capital Advisory's MRK Position: Q2 2026 in Review

American Capital Advisory increased its Merck (MRK) stake by 9.4% in Q2 2026, buying an estimated $61.9K and bringing the position to 6,146 shares worth $790K. The position accounts for 0.29% of the portfolio, ranked #58.

American Capital Advisory first reported a position in MRK in Q4 2023 and has held it in 11 quarters since. 1,588 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

American Capital Advisory held 6,146 shares of Merck worth $790K as of Q2 2026.
American Capital Advisory bought 529 Merck shares in Q2 2026, an estimated $61.9K.
Merck made up 0.29% of American Capital Advisory's portfolio in Q2 2026, its #58 holding.
American Capital Advisory first reported a position in Merck in Q4 2023 and has held it in 11 quarters since.
1,588 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on American Capital Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.