Ameritas Advisory Services’s Merck MRK Stock Holding History

Ameritas Advisory Services’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	$3.74M	Buy	29,071 +9,540	+49%	+$1.12M	0.08%	246
2026 Q1	$2.35M	Buy	19,531 +804	+4%	+$92.8K	0.09%	202
2025 Q4	$1.97M	Buy	18,727 +4,870	+35%	+$457K	0.07%	229
2025 Q3	$1.16M	Sell	13,857 -15,380	-53%	-$1.27M	0.08%	226
2025 Q2	$2.31M	Sell	29,237 -3,732	-11%	-$297K	0.12%	169
2025 Q1	$3.11M	Sell	32,969 -6,463	-16%	-$603K	0.13%	164
2024 Q4	$3.92M	Sell	39,432 -5,377	-12%	-$554K	0.14%	147
2024 Q3	$5.09M	Sell	44,809 -7,663	-15%	-$910K	0.22%	110
2024 Q2	$6.5M	Buy	52,472 +2,159	+4%	+$278K	0.24%	83
2024 Q1	$6.55M	Buy	50,313 +8,701	+21%	+$1.07M	0.27%	79
2023 Q4	$4.81M	Sell	41,612 -18,447	-31%	-$1.91M	0.26%	85
2023 Q3	$6.16M	Buy	60,059 +37,364	+165%	+$4.03M	0.31%	65
2023 Q2	$2.47M	Sell	22,695 -40,140	-64%	-$4.56M	0.32%	69
2023 Q1	$7.07M	Sell	62,835 -454	-0.7%	-$49K	0.36%	57
2022 Q4	$7.02M	Buy	63,289 +10,866	+21%	+$1.11M	0.33%	68
2022 Q3	$4.51M	Buy	52,423 +2,862	+6%	+$255K	0.27%	82
2022 Q2	$4.52M	Buy	49,561 +13,676	+38%	+$1.21M	0.26%	80
2022 Q1	$2.94M	Buy	35,885 +2,723	+8%	+$215K	0.11%	153
2021 Q4	$2.54M	Buy	+33,162	New	+$2.64M	0.09%	187

Other funds holding MRK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameritas Advisory Services's MRK Position: Q2 2026 in Review

Ameritas Advisory Services increased its Merck (MRK) stake by 49% in Q2 2026, buying an estimated $1.12M and bringing the position to 29,071 shares worth $3.74M. The position accounts for 0.08% of the portfolio, ranked #246.

Ameritas Advisory Services first reported a position in MRK in Q4 2021 and has held it in 19 quarters since. The position peaked at $7.07M in Q1 2023. 3,844 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Ameritas Advisory Services held 29,071 shares of Merck worth $3.74M as of Q2 2026.
Ameritas Advisory Services bought 9,540 Merck shares in Q2 2026, an estimated $1.12M.
Merck made up 0.08% of Ameritas Advisory Services's portfolio in Q2 2026, its #246 holding.
Ameritas Advisory Services first reported a position in Merck in Q4 2021 and has held it in 19 quarters since.
Ameritas Advisory Services's Merck position peaked at $7.07M in Q1 2023.
3,844 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.