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Apella Capital’s Merck MRK Stock Holding History

Apella Capital’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 		$4.85M Buy
37,663
+526
+1% +$61.6K 0.07% 167
2026
Q1 		$4.42M Buy
37,137
+22,436
+153% +$2.59M 0.07% 174
2025
Q4 		$1.55M Buy
14,701
+775
+6% +$72.8K 0.03% 233
2025
Q3 		$1.17M Buy
13,926
+2,579
+23% +$212K 0.03% 234
2025
Q2 		$918K Buy
11,347
+492
+5% +$39.1K 0.02% 229
2025
Q1 		$889K Buy
10,855
+1,385
+15% +$129K 0.03% 196
2024
Q4 		$942K Buy
9,470
+423
+5% +$43.6K 0.04% 168
2024
Q3 		$1.01M Buy
9,047
+1,044
+13% +$124K 0.04% 148
2024
Q2 		$1.01M Buy
8,003
+1,846
+30% +$238K 0.05% 147
2024
Q1 		$780K Buy
6,157
+359
+6% +$44.3K 0.04% 157
2023
Q4 		$678K Sell
5,798
-133
-2% -$13.8K 0.04% 165
2023
Q3 		$611K Buy
5,931
+256
+5% +$27.6K 0.04% 153
2023
Q2 		$655K Buy
+5,675
New +$644K 0.05% 151
2022
Q4 		$707K Buy
6,374
+1,705
+37% +$174K 0.06% 131
2022
Q3 		$402K Buy
4,669
+247
+6% +$22.1K 0.05% 150
2022
Q2 		$403K Buy
4,422
+91
+2% +$8.07K 0.05% 159
2022
Q1 		$355K Buy
4,331
+84
+2% +$6.62K 0.05% 151
2021
Q4 		$325K Sell
4,247
-700
-14% -$55.8K 0.04% 159
2021
Q3 		$372K Sell
4,947
-1,211
-20% -$92.1K 0.05% 149
2021
Q2 		$479K Sell
6,158
-1,103
-15% -$82K 0.08% 139
2021
Q1 		$534K Sell
7,261
-1,253
-15% -$92.4K 0.17% 81
2020
Q4 		$665K Sell
8,514
-347
-4% -$26.5K 0.23% 72
2020
Q3 		$701K Buy
8,861
+446
+5% +$34.9K 0.28% 68
2020
Q2 		$621K Hold
8,415
– – 0.29% 71
2020
Q1 		$618K Buy
+8,415
New +$661K 0.36% 62

Other funds holding MRK

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
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
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Apella Capital's MRK Position: Q2 2026 in Review

Apella Capital increased its Merck (MRK) stake by 1.4% in Q2 2026, buying an estimated $61.6K and bringing the position to 37,663 shares worth $4.85M. The position accounts for 0.07% of the portfolio, ranked #167.

Apella Capital first reported a position in MRK in Q1 2020 and has held it in 25 quarters since. 1,811 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Apella Capital held 37,663 shares of Merck worth $4.85M as of Q2 2026.
  • Apella Capital bought 526 Merck shares in Q2 2026, an estimated $61.6K.
  • Merck made up 0.07% of Apella Capital's portfolio in Q2 2026, its #167 holding.
  • Apella Capital first reported a position in Merck in Q1 2020 and has held it in 25 quarters since.
  • 1,811 funds tracked by Wall St. Rank held Merck as of Q2 2026.

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