Catherine Avery Investment Management’s Merck MRK Stock Holding History

Catherine Avery Investment Management’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	$3.09M	Sell	21,231 -32,365	-60%	-$4.47M	2.66%	13
2026 Q2	$6.89M	Sell	53,596 -86	-0.2%	-$10.1K	3.01%	9
2026 Q1	$6.46M	Buy	53,682 +8,550	+19%	+$987K	2.89%	12
2025 Q4	$4.75M	Sell	45,132 -4,430	-9%	-$416K	2.85%	9
2025 Q3	$4.16M	Buy	49,562 +7,396	+18%	+$609K	2.68%	21
2025 Q2	$3.34M	Buy	42,166 +6,319	+18%	+$502K	2.54%	20
2025 Q1	$3.22M	Buy	35,847 +6,613	+23%	+$617K	2.88%	17
2024 Q4	$2.91M	Buy	+29,234	New	+$3.01M	2.57%	24

Other funds holding MRK

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

Catherine Avery Investment Management's MRK Position: Q3 2026 in Review

Catherine Avery Investment Management reduced its Merck (MRK) stake by 60% in Q3 2026, selling an estimated $4.47M and leaving 21,231 shares worth $3.09M. The position accounts for 2.66% of the portfolio, ranked #13.

Catherine Avery Investment Management first reported a position in MRK in Q4 2024 and has held it in 8 quarters since. The position peaked at $6.89M in Q2 2026. 569 funds tracked by Wall St. Rank hold MRK as of Q3 2026.

Catherine Avery Investment Management held 21,231 shares of Merck worth $3.09M as of Q3 2026.
Catherine Avery Investment Management sold 32,365 Merck shares in Q3 2026, an estimated $4.47M.
Merck made up 2.66% of Catherine Avery Investment Management's portfolio in Q3 2026, its #13 holding.
Catherine Avery Investment Management first reported a position in Merck in Q4 2024 and has held it in 8 quarters since.
Catherine Avery Investment Management's Merck position peaked at $6.89M in Q2 2026.
569 funds tracked by Wall St. Rank held Merck as of Q3 2026.

Based on Catherine Avery Investment Management's 13F filing for Q3 2026, filed 14 Oct 2026.