Envestnet Portfolio Solutions
MRK icon

Envestnet Portfolio Solutions’s Merck MRK Stock Holding History

Envestnet Portfolio 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
2026
Q2 		$13.6M Buy
105,500
+23,240
+28% +$2.72M 0.07% 181
2026
Q1 		$9.9M Sell
82,260
-10,477
-11% -$1.21M 0.05% 188
2025
Q4 		$9.76M Buy
92,737
+12,461
+16% +$1.17M 0.03% 242
2025
Q3 		$6.74M Sell
80,276
-7,690
-9% -$633K 0.02% 293
2025
Q2 		$6.96M Sell
87,966
-41,188
-32% -$3.27M 0.03% 283
2025
Q1 		$11.6M Sell
129,154
-22,349
-15% -$2.09M 0.04% 206
2024
Q4 		$15.1M Sell
151,503
-33,679
-18% -$3.47M 0.05% 183
2024
Q3 		$21M Buy
185,182
+362
+0.2% +$43K 0.07% 138
2024
Q2 		$22.9M Sell
184,820
-21,501
-10% -$2.77M 0.08% 125
2024
Q1 		$27.2M Buy
206,321
+42,178
+26% +$5.2M 0.1% 104
2023
Q4 		$17.9M Buy
164,143
+145
+0.1% +$15.1K 0.07% 130
2023
Q3 		$16.9M Buy
+163,998
New +$17.7M 0.08% 121

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
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

Envestnet Portfolio Solutions's MRK Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Merck (MRK) stake by 28% in Q2 2026, buying an estimated $2.72M and bringing the position to 105,500 shares worth $13.6M. The position accounts for 0.07% of the portfolio, ranked #181.

Envestnet Portfolio Solutions first reported a position in MRK in Q3 2023 and has held it in 12 quarters since. The position peaked at $27.2M in Q1 2024. 1,038 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Envestnet Portfolio Solutions held 105,500 shares of Merck worth $13.6M as of Q2 2026.
  • Envestnet Portfolio Solutions bought 23,240 Merck shares in Q2 2026, an estimated $2.72M.
  • Merck made up 0.07% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #181 holding.
  • Envestnet Portfolio Solutions first reported a position in Merck in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's Merck position peaked at $27.2M in Q1 2024.
  • 1,038 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.