Simplify Asset Management’s Merck MRK Stock Holding History

Simplify 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	$921K	Buy	7,167 +623	+10%	+$72.9K	0.01%	91
2026 Q1	$787K	Buy	+6,544	New	+$756K	0.01%	83
2024 Q3	–	Sell	-51,302	Closed	-$6.35M	–	120
2024 Q2	$6.35M	Buy	51,302 +3,639	+8%	+$469K	0.43%	23
2024 Q1	$6.29M	Buy	47,663 +25,474	+115%	+$3.14M	0.37%	22
2023 Q4	$2.42M	Buy	22,189 +3,402	+18%	+$353K	0.22%	35
2023 Q3	$1.93M	Buy	18,787 +14,990	+395%	+$1.62M	0.22%	57
2023 Q2	$438K	Buy	3,797 +946	+33%	+$107K	0.06%	95
2023 Q1	$303K	Buy	+2,851	New	+$308K	0.04%	101

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Simplify Asset Management's MRK Position: Q2 2026 in Review

Simplify Asset Management increased its Merck (MRK) stake by 9.5% in Q2 2026, buying an estimated $72.9K and bringing the position to 7,167 shares worth $921K. The position accounts for 0.01% of the portfolio, ranked #91.

Simplify Asset Management first reported a position in MRK in Q1 2023 and has held it in 8 quarters since. The position peaked at $6.35M in Q2 2024. 711 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Simplify Asset Management held 7,167 shares of Merck worth $921K as of Q2 2026.
Simplify Asset Management bought 623 Merck shares in Q2 2026, an estimated $72.9K.
Merck made up 0.01% of Simplify Asset Management's portfolio in Q2 2026, its #91 holding.
Simplify Asset Management first reported a position in Merck in Q1 2023 and has held it in 8 quarters since.
Simplify Asset Management's Merck position peaked at $6.35M in Q2 2024.
711 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Simplify Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.