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Dynamic Advisor Solutions’s Merck MRK Stock Holding History

Dynamic Advisor Solutions’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
2021
Q2 		– Sell
-3,144
Closed -$9K – 789
2021
Q1 		$9K Buy
3,144
+2,410
+328% +$178K ﹤0.01% 666
2020
Q4 		$5K Sell
734
-1,362
-65% -$104K ﹤0.01% 661
2020
Q3 		$1K Buy
+2,096
New +$164K ﹤0.01% 616
2020
Q2 		– Sell
-2,096
Closed -$3K – 573
2020
Q1 		$3K Buy
+2,096
New +$165K ﹤0.01% 483

Other funds holding MRK

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Dynamic Advisor Solutions's MRK Position: Q2 2026 in Review

Dynamic Advisor Solutions increased its Merck (MRK) stake by 57% in Q2 2026, buying an estimated $2.73M and bringing the position to 64,313 shares worth $8.26M. The position accounts for 0.23% of the portfolio, ranked #95.

Dynamic Advisor Solutions first reported a position in MRK in Q4 2013 and has held it in 51 quarters since. The position peaked at $10.3M in Q1 2024. 711 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Dynamic Advisor Solutions held 64,313 shares of Merck worth $8.26M as of Q2 2026.
  • Dynamic Advisor Solutions bought 23,285 Merck shares in Q2 2026, an estimated $2.73M.
  • Merck made up 0.23% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #95 holding.
  • Dynamic Advisor Solutions first reported a position in Merck in Q4 2013 and has held it in 51 quarters since.
  • Dynamic Advisor Solutions's Merck position peaked at $10.3M in Q1 2024.
  • 711 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.