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Evergreen Capital Management’s Merck MRK Stock Holding History

Evergreen Capital 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
Q2 		$33.4M Sell
258,518
-3,779
-1% -$442K 0.59% 32
2026
Q1 		$31.8M Buy
262,297
+6,205
+2% +$716K 0.69% 25
2025
Q4 		$27.2M Sell
256,092
-1,293
-0.5% -$121K 0.61% 31
2025
Q3 		$21.8M Buy
257,385
+341
+0.1% +$28.1K 0.52% 42
2025
Q2 		$20.6M Buy
257,044
+97,485
+61% +$7.75M 0.62% 32
2025
Q1 		$14.4M Buy
159,559
+48,179
+43% +$4.5M 0.49% 49
2024
Q4 		$11.2M Buy
111,380
+41,947
+60% +$4.32M 0.36% 76
2024
Q3 		$7.94M Sell
69,433
-4,649
-6% -$552K 0.27% 108
2024
Q2 		$9.23M Buy
74,082
+1,352
+2% +$174K 0.33% 84
2024
Q1 		$9.65M Sell
72,730
-501
-0.7% -$61.8K 0.36% 73
2023
Q4 		$8.04M Buy
73,231
+5,808
+9% +$603K 0.33% 89
2023
Q3 		$6.99M Sell
67,423
-913
-1% -$98.4K 0.31% 97
2023
Q2 		$7.93M Buy
68,336
+2,661
+4% +$302K 0.33% 87
2023
Q1 		$7.03M Buy
65,675
+1,169
+2% +$126K 0.32% 92
2022
Q4 		$7.2M Sell
64,506
-780
-1% -$79.7K 0.34% 85
2022
Q3 		$5.66M Buy
65,286
+6,730
+11% +$601K 0.3% 100
2022
Q2 		$5.37M Sell
58,556
-24,755
-30% -$2.19M 0.28% 105
2022
Q1 		$6.84M Buy
83,311
+283
+0.3% +$22.3K 0.28% 104
2021
Q4 		$6.36M Buy
83,028
+4,588
+6% +$365K 0.25% 110
2021
Q3 		$5.89M Buy
78,440
+2,926
+4% +$223K 0.27% 100
2021
Q2 		$5.87M Sell
75,514
-5,946
-7% -$442K 0.28% 96
2021
Q1 		$5.99M Sell
81,460
-3,065
-4% -$226K 0.31% 91
2020
Q4 		$6.6M Buy
84,525
+1,991
+2% +$152K 0.39% 69
2020
Q3 		$6.53M Buy
82,534
+1,935
+2% +$152K 0.45% 56
2020
Q2 		$5.95M Buy
80,599
+4,445
+6% +$335K 0.45% 58
2020
Q1 		$5.59M Buy
76,154
+16,387
+27% +$1.29M 0.52% 51
2019
Q4 		$5.19M Buy
59,767
+999
+2% +$82.1K 0.43% 58
2019
Q3 		$4.72M Buy
58,768
+848
+1% +$68K 0.44% 60
2019
Q2 		$4.63M Buy
57,920
+2,186
+4% +$167K 0.44% 58
2019
Q1 		$4.42M Sell
55,734
-11,460
-17% -$857K 0.44% 56
2018
Q4 		$4.9M Sell
67,194
-9,418
-12% -$665K 0.51% 50
2018
Q3 		$5.19M Sell
76,612
-1,258
-2% -$80.1K 0.46% 54
2018
Q2 		$4.51M Buy
77,870
+3,683
+5% +$208K 0.42% 55
2018
Q1 		$3.86M Buy
74,187
+55,899
+306% +$3.02M 0.37% 68
2017
Q4 		$982K Sell
18,288
-9,761
-35% -$541K 0.1% 135
2017
Q3 		$1.71M Buy
28,049
+23,716
+547% +$1.44M 0.2% 98
2017
Q2 		$265K Buy
+4,333
New +$264K 0.04% 121
2017
Q1 		– Sell
-4,287
Closed -$240K – 108
2016
Q4 		$240K Hold
4,287
– – 0.05% 106
2016
Q3 		$255K Buy
4,287
+530
+14% +$31K 0.05% 99
2016
Q2 		$207K Buy
+3,757
New +$200K 0.05% 94

Other funds holding MRK

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Evergreen Capital Management's MRK Position: Q2 2026 in Review

Evergreen Capital Management reduced its Merck (MRK) stake by 1.4% in Q2 2026, selling an estimated $442K and leaving 258,518 shares worth $33.4M. The position accounts for 0.59% of the portfolio, ranked #32.

Evergreen Capital Management first reported a position in MRK in Q2 2016 and has held it in 40 quarters since. 1,533 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Evergreen Capital Management held 258,518 shares of Merck worth $33.4M as of Q2 2026.
  • Evergreen Capital Management sold 3,779 Merck shares in Q2 2026, an estimated $442K.
  • Merck made up 0.59% of Evergreen Capital Management's portfolio in Q2 2026, its #32 holding.
  • Evergreen Capital Management first reported a position in Merck in Q2 2016 and has held it in 40 quarters since.
  • 1,533 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.