Lifestyle Asset Management’s Merck MRK Stock Holding History

Lifestyle Asset 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	$383K	Sell	2,979 -1	-0%	-$117	0.1%	92
2026 Q1	$358K	Buy	2,980 +4	+0.1%	+$462	0.12%	101
2025 Q4	$313K	Buy	2,976 +105	+4%	+$9.86K	0.1%	111
2025 Q3	$241K	Buy	+2,871	New	+$236K	0.08%	127
2024 Q2	–	Sell	-1,779	Closed	-$235K	–	105
2024 Q1	$235K	Sell	1,779 -297	-14%	-$36.6K	0.14%	85
2023 Q4	$226K	Sell	2,076 -183	-8%	-$19K	0.13%	76
2023 Q3	$233K	Hold	2,259	–	–	0.14%	67
2023 Q2	$261K	Sell	2,259 -10,591	-82%	-$1.2M	0.16%	55
2023 Q1	$1.37M	Sell	12,850 -374	-3%	-$40.4K	0.91%	15
2022 Q4	$1.47M	Buy	+13,224	New	+$1.35M	1.17%	10

Other funds holding MRK

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

Lifestyle Asset Management's MRK Position: Q2 2026 in Review

Lifestyle Asset Management reduced its Merck (MRK) stake by 0.03% in Q2 2026, selling an estimated $117 and leaving 2,979 shares worth $383K. The position accounts for 0.1% of the portfolio, ranked #92.

Lifestyle Asset Management first reported a position in MRK in Q4 2022 and has held it in 10 quarters since. The position peaked at $1.47M in Q4 2022. 1,660 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Lifestyle Asset Management held 2,979 shares of Merck worth $383K as of Q2 2026.
Lifestyle Asset Management sold 1 Merck share in Q2 2026, an estimated $117.
Merck made up 0.1% of Lifestyle Asset Management's portfolio in Q2 2026, its #92 holding.
Lifestyle Asset Management first reported a position in Merck in Q4 2022 and has held it in 10 quarters since.
Lifestyle Asset Management's Merck position peaked at $1.47M in Q4 2022.
1,660 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Lifestyle Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.