Sage Capital Advisors’s Merck MRK Stock Holding History

Sage Capital Advisors’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	$6.51M	Sell	50,638 -95	-0.2%	-$11.1K	1.35%	24
2026 Q1	$6.1M	Sell	50,733 -143	-0.3%	-$16.5K	1.42%	24
2025 Q4	$5.36M	Sell	50,876 -219	-0.4%	-$20.6K	1.27%	25
2025 Q3	$4.29M	Buy	51,095 +39	+0.1%	+$3.21K	1.02%	32
2025 Q2	$4.04M	Buy	+51,056	New	+$4.06M	1%	35
2019 Q1	–	Sell	-4,753	Closed	-$346K	–	99
2018 Q4	$346K	Sell	4,753 -7,722	-62%	-$545K	0.26%	63
2018 Q3	$844K	Sell	12,475 -563	-4%	-$35.9K	0.53%	51
2018 Q2	$755K	Buy	13,038 +1,587	+14%	+$89.5K	0.53%	49
2018 Q1	$595K	Buy	11,451 +13	+0.1%	+$702	0.42%	51
2017 Q4	$614K	Buy	11,438 +2,632	+30%	+$146K	0.4%	56
2017 Q3	$538K	Buy	8,806 +12	+0.1%	+$728	0.38%	58
2017 Q2	$538K	Buy	+8,794	New	+$535K	0.4%	57

Other funds holding MRK

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

Sage Capital Advisors's MRK Position: Q2 2026 in Review

Sage Capital Advisors reduced its Merck (MRK) stake by 0.19% in Q2 2026, selling an estimated $11.1K and leaving 50,638 shares worth $6.51M. The position accounts for 1.35% of the portfolio, ranked #24.

Sage Capital Advisors first reported a position in MRK in Q2 2017 and has held it in 12 quarters since. 1,299 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Sage Capital Advisors held 50,638 shares of Merck worth $6.51M as of Q2 2026.
Sage Capital Advisors sold 95 Merck shares in Q2 2026, an estimated $11.1K.
Merck made up 1.35% of Sage Capital Advisors's portfolio in Q2 2026, its #24 holding.
Sage Capital Advisors first reported a position in Merck in Q2 2017 and has held it in 12 quarters since.
1,299 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Sage Capital Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.