Optivise Advisory Services
MRK icon

Optivise Advisory Services’s Merck MRK Stock Holding History

Optivise Advisory Services’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
Q3 		$610K Buy
4,196
+250
+6% +$34.5K 0.3% 92
2026
Q2 		$507K Buy
3,946
+474
+14% +$55.5K 0.26% 104
2026
Q1 		$418K Sell
3,472
-546
-14% -$63K 0.25% 99
2025
Q4 		$423K Buy
4,018
+1,129
+39% +$106K 0.24% 105
2025
Q3 		$242K Buy
+2,889
New +$238K 0.14% 155
2025
Q2 		– Sell
-2,300
Closed -$206K – 217
2025
Q1 		$206K Sell
2,300
-56
-2% -$5.23K 0.12% 184
2024
Q4 		$234K Sell
2,356
-109
-4% -$11.2K 0.13% 151
2024
Q3 		$280K Buy
2,465
+76
+3% +$9.03K 0.15% 129
2024
Q2 		$296K Buy
+2,389
New +$308K 0.16% 129

Other funds holding MRK

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return

Optivise Advisory Services's MRK Position: Q3 2026 in Review

Optivise Advisory Services increased its Merck (MRK) stake by 6.3% in Q3 2026, buying an estimated $34.5K and bringing the position to 4,196 shares worth $610K. The position accounts for 0.3% of the portfolio, ranked #92.

Optivise Advisory Services first reported a position in MRK in Q2 2024 and has held it in 9 quarters since. 1,412 funds tracked by Wall St. Rank hold MRK as of Q3 2026.

  • Optivise Advisory Services held 4,196 shares of Merck worth $610K as of Q3 2026.
  • Optivise Advisory Services bought 250 Merck shares in Q3 2026, an estimated $34.5K.
  • Merck made up 0.3% of Optivise Advisory Services's portfolio in Q3 2026, its #92 holding.
  • Optivise Advisory Services first reported a position in Merck in Q2 2024 and has held it in 9 quarters since.
  • 1,412 funds tracked by Wall St. Rank held Merck as of Q3 2026.

Based on Optivise Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.