SBI Okasan Asset Management’s Merck MRK Stock Holding History

SBI Okasan Asset Management’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	$1.04M	Hold	8,000	–	–	0.03%	130
2026 Q1	$945K	Hold	8,000	–	–	0.04%	113
2025 Q4	$853K	Buy	+8,000	New	+$751K	0.05%	130

Other funds holding MRK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SBI Okasan Asset Management's MRK Position: Q2 2026 in Review

SBI Okasan Asset Management held its Merck (MRK) position steady in Q2 2026 at 8,000 shares worth $1.04M. The position accounts for 0.03% of the portfolio, ranked #130.

SBI Okasan Asset Management first reported a position in MRK in Q4 2025 and has held it in 3 quarters since. 3,829 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

SBI Okasan Asset Management held 8,000 shares of Merck worth $1.04M as of Q2 2026.
SBI Okasan Asset Management left its Merck share count unchanged in Q2 2026.
Merck made up 0.03% of SBI Okasan Asset Management's portfolio in Q2 2026, its #130 holding.
SBI Okasan Asset Management first reported a position in Merck in Q4 2025 and has held it in 3 quarters since.
3,829 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on SBI Okasan Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.