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Everpar Advisors’s Merck MRK Stock Holding History

Everpar Advisors’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 		$1.21M Sell
9,417
-123
-1% -$14.4K 0.34% 64
2026
Q1 		$1.15M Buy
9,540
+1,313
+16% +$152K 0.4% 54
2025
Q4 		$866K Sell
8,227
-1,697
-17% -$159K 0.32% 65
2025
Q3 		$833K Sell
9,924
-315
-3% -$25.9K 0.33% 63
2025
Q2 		$811K Sell
10,239
-823
-7% -$65.4K 0.37% 55
2025
Q1 		$993K Sell
11,062
-2,542
-19% -$237K 0.53% 39
2024
Q4 		$1.35M Sell
13,604
-444
-3% -$45.8K 0.68% 29
2024
Q3 		$1.6M Sell
14,048
-1,499
-10% -$178K 0.83% 24
2024
Q2 		$1.92M Buy
15,547
+1,537
+11% +$198K 0.96% 16
2024
Q1 		$1.85M Sell
14,010
-5,721
-29% -$705K 1.12% 12
2023
Q4 		$2.15M Buy
+19,731
New +$2.05M 1% 9

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

Everpar Advisors's MRK Position: Q2 2026 in Review

Everpar Advisors reduced its Merck (MRK) stake by 1.3% in Q2 2026, selling an estimated $14.4K and leaving 9,417 shares worth $1.21M. The position accounts for 0.34% of the portfolio, ranked #64.

Everpar Advisors first reported a position in MRK in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.15M in Q4 2023. 711 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Everpar Advisors held 9,417 shares of Merck worth $1.21M as of Q2 2026.
  • Everpar Advisors sold 123 Merck shares in Q2 2026, an estimated $14.4K.
  • Merck made up 0.34% of Everpar Advisors's portfolio in Q2 2026, its #64 holding.
  • Everpar Advisors first reported a position in Merck in Q4 2023 and has held it in 11 quarters since.
  • Everpar Advisors's Merck position peaked at $2.15M in Q4 2023.
  • 711 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Everpar Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.