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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
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

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

Optivise Advisory Services's MRK Position: Q2 2026 in Review

Optivise Advisory Services increased its Merck (MRK) stake by 14% in Q2 2026, buying an estimated $55.5K and bringing the position to 3,946 shares worth $507K. The position accounts for 0.26% of the portfolio, ranked #104.

Optivise Advisory Services first reported a position in MRK in Q2 2024 and has held it in 8 quarters since. 1,344 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Optivise Advisory Services held 3,946 shares of Merck worth $507K as of Q2 2026.
  • Optivise Advisory Services bought 474 Merck shares in Q2 2026, an estimated $55.5K.
  • Merck made up 0.26% of Optivise Advisory Services's portfolio in Q2 2026, its #104 holding.
  • Optivise Advisory Services first reported a position in Merck in Q2 2024 and has held it in 8 quarters since.
  • 1,344 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.