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Objective Capital Management’s Merck MRK Stock Holding History

Objective 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 		$431K Sell
3,354
-239
-7% -$28K 0.38% 60
2026
Q1 		$432K Buy
3,593
+450
+14% +$52K 0.44% 59
2025
Q4 		$331K Hold
3,143
– – 0.34% 64
2025
Q3 		$264K Hold
3,143
– – 0.27% 73
2025
Q2 		$249K Sell
3,143
-96
-3% -$7.63K 0.28% 70
2025
Q1 		$291K Sell
3,239
-1,324
-29% -$124K 0.37% 62
2024
Q4 		$454K Sell
4,563
-335
-7% -$34.5K 0.3% 68
2024
Q3 		$556K Buy
+4,898
New +$582K 0.33% 65
2024
Q1 		$623K Buy
4,723
+20
+0.4% +$2.46K 0.42% 55
2023
Q4 		$513K Sell
4,703
-107
-2% -$11.1K 0.39% 58
2023
Q3 		$495K Sell
4,810
-124
-3% -$13.4K 0.44% 53
2023
Q2 		$569K Buy
4,934
+140
+3% +$15.9K 0.5% 47
2023
Q1 		$510K Buy
4,794
+341
+8% +$36.8K 0.47% 50
2022
Q4 		$494K Sell
4,453
-5
-0.1% -$511 0.49% 51
2022
Q3 		$384K Buy
4,458
+15
+0.3% +$1.34K 0.41% 57
2022
Q2 		$405K Sell
4,443
-7
-0.2% -$621 0.41% 58
2022
Q1 		$365K Sell
4,450
-84
-2% -$6.62K 0.28% 79
2021
Q4 		$348K Buy
+4,534
New +$361K 0.25% 79

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

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

Objective Capital Management reduced its Merck (MRK) stake by 6.7% in Q2 2026, selling an estimated $28K and leaving 3,354 shares worth $431K. The position accounts for 0.38% of the portfolio, ranked #60.

Objective Capital Management first reported a position in MRK in Q4 2021 and has held it in 18 quarters since. The position peaked at $623K in Q1 2024. 810 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Objective Capital Management held 3,354 shares of Merck worth $431K as of Q2 2026.
  • Objective Capital Management sold 239 Merck shares in Q2 2026, an estimated $28K.
  • Merck made up 0.38% of Objective Capital Management's portfolio in Q2 2026, its #60 holding.
  • Objective Capital Management first reported a position in Merck in Q4 2021 and has held it in 18 quarters since.
  • Objective Capital Management's Merck position peaked at $623K in Q1 2024.
  • 810 funds tracked by Wall St. Rank held Merck as of Q2 2026.

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