Dynamic Advisor Solutions
MRK icon

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

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
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 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

Dynamic Advisor Solutions's MRK Position: Q3 2026 in Review

Dynamic Advisor Solutions increased its Merck (MRK) stake by 6% in Q3 2026, buying an estimated $534K and bringing the position to 68,175 shares worth $9.9M. The position accounts for 0.28% of the portfolio, ranked #80.

Dynamic Advisor Solutions first reported a position in MRK in Q4 2013 and has held it in 52 quarters since. The position peaked at $10.3M in Q1 2024. 1,390 funds tracked by Wall St. Rank hold MRK as of Q3 2026.

  • Dynamic Advisor Solutions held 68,175 shares of Merck worth $9.9M as of Q3 2026.
  • Dynamic Advisor Solutions bought 3,862 Merck shares in Q3 2026, an estimated $534K.
  • Merck made up 0.28% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #80 holding.
  • Dynamic Advisor Solutions first reported a position in Merck in Q4 2013 and has held it in 52 quarters since.
  • Dynamic Advisor Solutions's Merck position peaked at $10.3M in Q1 2024.
  • 1,390 funds tracked by Wall St. Rank held Merck as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.