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Optima Capital’s Merck MRK Stock Holding History

Optima Capital’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 		$260K Buy
2,017
+8
+0.4% +$936 0.1% 142
2026
Q1 		$242K Buy
2,009
+22
+1% +$2.54K 0.11% 144
2025
Q4 		$210K Buy
+1,987
New +$187K 0.09% 153

Other funds holding MRK

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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Optima Capital's MRK Position: Q2 2026 in Review

Optima Capital increased its Merck (MRK) stake by 0.4% in Q2 2026, buying an estimated $936 and bringing the position to 2,017 shares worth $260K. The position accounts for 0.1% of the portfolio, ranked #142.

Optima Capital first reported a position in MRK in Q4 2025 and has held it in 3 quarters since. 1,332 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Optima Capital held 2,017 shares of Merck worth $260K as of Q2 2026.
  • Optima Capital bought 8 Merck shares in Q2 2026, an estimated $936.
  • Merck made up 0.1% of Optima Capital's portfolio in Q2 2026, its #142 holding.
  • Optima Capital first reported a position in Merck in Q4 2025 and has held it in 3 quarters since.
  • 1,332 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Optima Capital's 13F filing for Q2 2026, filed 24 Jul 2026.