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Oliver Luxxe Assets’s Merck MRK Stock Holding History

Oliver Luxxe Assets’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 		$216K Buy
1,681
+2
+0.1% +$234 0.03% 194
2026
Q1 		$202K Sell
1,679
-377
-18% -$43.5K 0.03% 198
2025
Q4 		$216K Buy
+2,056
New +$193K 0.03% 187
2025
Q2 		– Sell
-3,052
Closed -$274K – 200
2025
Q1 		$274K Sell
3,052
-61,576
-95% -$5.75M 0.05% 174
2024
Q4 		$7.29M Buy
64,628
+3,176
+5% +$327K 0.65% 54
2024
Q3 		$6.98M Buy
61,452
+399
+0.7% +$47.4K 1.25% 13
2024
Q2 		$7.56M Sell
61,053
-587
-1% -$75.6K 1.6% 8
2024
Q1 		$8.13M Sell
61,640
-871
-1% -$107K 1.7% 7
2023
Q4 		$6.81M Buy
62,511
+377
+0.6% +$39.1K 1.6% 9
2023
Q3 		$6.4M Buy
62,134
+1,096
+2% +$118K 1.64% 7
2023
Q2 		$7.04M Sell
61,038
-741
-1% -$84.1K 1.76% 7
2023
Q1 		$6.57M Buy
61,779
+302
+0.5% +$32.6K 1.73% 6
2022
Q4 		$6.82M Buy
61,477
+93
+0.2% +$9.51K 1.9% 5
2022
Q3 		$5.29M Buy
61,384
+1,068
+2% +$95.3K 1.65% 10
2022
Q2 		$5.5M Buy
+60,316
New +$5.35M 1.63% 7
2021
Q2 		– Sell
-40,279
Closed -$2.96M – 202
2021
Q1 		$2.96M Sell
40,279
-10,579
-21% -$780K 0.89% 40
2020
Q4 		$4.13M Sell
50,858
-79
-0.2% -$6.04K 1.29% 12
2020
Q3 		$4.03M Buy
50,937
+917
+2% +$71.8K 1.5% 10
2020
Q2 		$3.69M Sell
50,020
-9,080
-15% -$684K 1.94% 7
2020
Q1 		$4.6M Buy
59,100
+4,254
+8% +$334K 2.89% 1
2019
Q4 		$4.76M Sell
54,846
-2,253
-4% -$185K 2.49% 3
2019
Q3 		$4.51M Buy
57,099
+11,326
+25% +$908K 2.63% 3
2019
Q2 		$3.67M Buy
45,773
+132
+0.3% +$10.1K 2.04% 7
2019
Q1 		$3.62M Sell
45,641
-2,279
-5% -$170K 2.1% 5
2018
Q4 		$3.49M Sell
47,920
-2,580
-5% -$182K 2.36% 6
2018
Q3 		$3.42M Buy
+50,500
New +$3.22M 1.94% 15

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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

Oliver Luxxe Assets's MRK Position: Q2 2026 in Review

Oliver Luxxe Assets increased its Merck (MRK) stake by 0.12% in Q2 2026, buying an estimated $234 and bringing the position to 1,681 shares worth $216K. The position accounts for 0.03% of the portfolio, ranked #194.

Oliver Luxxe Assets first reported a position in MRK in Q3 2018 and has held it in 26 quarters since. The position peaked at $8.13M in Q1 2024. 924 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Oliver Luxxe Assets held 1,681 shares of Merck worth $216K as of Q2 2026.
  • Oliver Luxxe Assets bought 2 Merck shares in Q2 2026, an estimated $234.
  • Merck made up 0.03% of Oliver Luxxe Assets's portfolio in Q2 2026, its #194 holding.
  • Oliver Luxxe Assets first reported a position in Merck in Q3 2018 and has held it in 26 quarters since.
  • Oliver Luxxe Assets's Merck position peaked at $8.13M in Q1 2024.
  • 924 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Oliver Luxxe Assets's 13F filing for Q2 2026, filed 9 Jul 2026.