MAM
MRK icon

Milestone Asset Management’s Merck MRK Stock Holding History

Milestone 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 		$2.18M Buy
16,957
+7,729
+84% +$905K 0.34% 80
2026
Q1 		$1.11M Buy
9,228
+4,521
+96% +$522K 0.2% 108
2025
Q4 		$496K Buy
4,707
+250
+6% +$23.5K 0.09% 154
2025
Q3 		$374K Buy
4,457
+673
+18% +$55.4K 0.07% 177
2025
Q2 		$300K Buy
+3,784
New +$301K 0.06% 177
2025
Q1 		– Sell
-3,033
Closed -$302K – 236
2024
Q4 		$302K Sell
3,033
-2,628
-46% -$271K 0.07% 198
2024
Q3 		$643K Buy
+5,661
New +$673K 0.14% 123

Other funds holding MRK

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B 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 $59.6B 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
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return