Bluesphere Advisors
MRK icon

Bluesphere Advisors’s Merck MRK Stock Holding History

Bluesphere 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
Q3 		$324K Buy
2,232
+242
+12% +$33.4K 0.1% 89
2026
Q2 		$256K Buy
1,990
+3
+0.2% +$351 0.08% 101
2026
Q1 		$239K Buy
1,987
+3
+0.2% +$346 0.09% 106
2025
Q4 		$209K Buy
+1,984
New +$186K 0.09% 94
2025
Q1 		– Sell
-4,170
Closed -$415K – 103
2024
Q4 		$415K Sell
4,170
-12
-0.3% -$1.24K 0.2% 62
2024
Q3 		$475K Sell
4,182
-534
-11% -$63.4K 0.23% 56
2024
Q2 		$584K Buy
4,716
+1,079
+30% +$139K 0.3% 42
2024
Q1 		$480K Buy
3,637
+2
+0.1% +$247 0.27% 54
2023
Q4 		$396K Buy
3,635
+2
+0.1% +$208 0.25% 58
2023
Q3 		$374K Buy
3,633
+2
+0.1% +$216 0.27% 48
2023
Q2 		$419K Buy
3,631
+2
+0.1% +$227 0.29% 49
2023
Q1 		$386K Buy
3,629
+1
+0% +$108 0.32% 54
2022
Q4 		$402K Buy
3,628
+2
+0.1% +$204 0.36% 48
2022
Q3 		$312K Buy
3,626
+142
+4% +$12.7K 0.31% 51
2022
Q2 		$318K Buy
3,484
+80
+2% +$7.09K 0.31% 55
2022
Q1 		$279K Hold
3,404
– – 0.24% 74
2021
Q4 		$261K Hold
3,404
– – 0.22% 79
2021
Q3 		$256K Buy
3,404
+371
+12% +$28.2K 0.25% 70
2021
Q2 		$236K Sell
3,033
-243
-7% -$18.1K 0.21% 79
2021
Q1 		$241K Buy
+3,276
New +$242K 0.22% 82

Other funds holding MRK

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Bluesphere Advisors's MRK Position: Q3 2026 in Review

Bluesphere Advisors increased its Merck (MRK) stake by 12% in Q3 2026, buying an estimated $33.4K and bringing the position to 2,232 shares worth $324K. The position accounts for 0.1% of the portfolio, ranked #89.

Bluesphere Advisors first reported a position in MRK in Q1 2021 and has held it in 20 quarters since. The position peaked at $584K in Q2 2024. 1,277 funds tracked by Wall St. Rank hold MRK as of Q3 2026.

  • Bluesphere Advisors held 2,232 shares of Merck worth $324K as of Q3 2026.
  • Bluesphere Advisors bought 242 Merck shares in Q3 2026, an estimated $33.4K.
  • Merck made up 0.1% of Bluesphere Advisors's portfolio in Q3 2026, its #89 holding.
  • Bluesphere Advisors first reported a position in Merck in Q1 2021 and has held it in 20 quarters since.
  • Bluesphere Advisors's Merck position peaked at $584K in Q2 2024.
  • 1,277 funds tracked by Wall St. Rank held Merck as of Q3 2026.

Based on Bluesphere Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.