SL Advisors’s Merck MRK Stock Holding History

SL 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 Q3	$269K	Sell	1,853 -139	-7%	-$19.2K	0.53%	27
2026 Q2	$256K	Hold	1,992	–	–	0.45%	30
2026 Q1	$240K	Hold	1,992	–	–	0.41%	31
2025 Q4	$210K	Buy	+1,992	New	+$187K	0.43%	32
2025 Q1	–	Sell	-2,105	Closed	-$209K	–	32
2024 Q4	$209K	Sell	2,105 -142	-6%	-$14.6K	0.35%	35
2024 Q3	$255K	Hold	2,247	–	–	0.46%	35
2024 Q2	$278K	Hold	2,247	–	–	0.55%	28
2024 Q1	$296K	Buy	2,247 +38	+2%	+$4.68K	0.58%	35
2023 Q4	$241K	Buy	+2,209	New	+$229K	0.52%	38
2023 Q3	–	Sell	-2,012	Closed	-$217K	–	48
2023 Q2	$232K	Hold	2,012	–	–	0.52%	38
2023 Q1	$214K	Hold	2,012	–	–	0.46%	47
2022 Q4	$223K	Buy	+2,012	New	+$206K	0.49%	47

Other funds holding MRK

Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

SL Advisors's MRK Position: Q3 2026 in Review

SL Advisors reduced its Merck (MRK) stake by 7% in Q3 2026, selling an estimated $19.2K and leaving 1,853 shares worth $269K. The position accounts for 0.53% of the portfolio, ranked #27.

SL Advisors first reported a position in MRK in Q4 2022 and has held it in 12 quarters since. The position peaked at $296K in Q1 2024. 1,060 funds tracked by Wall St. Rank hold MRK as of Q3 2026.

SL Advisors held 1,853 shares of Merck worth $269K as of Q3 2026.
SL Advisors sold 139 Merck shares in Q3 2026, an estimated $19.2K.
Merck made up 0.53% of SL Advisors's portfolio in Q3 2026, its #27 holding.
SL Advisors first reported a position in Merck in Q4 2022 and has held it in 12 quarters since.
SL Advisors's Merck position peaked at $296K in Q1 2024.
1,060 funds tracked by Wall St. Rank held Merck as of Q3 2026.

Based on SL Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.