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 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

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

SL Advisors's MRK Position: Q2 2026 in Review

SL Advisors held its Merck (MRK) position steady in Q2 2026 at 1,992 shares worth $256K. The position accounts for 0.45% of the portfolio, ranked #30.

SL Advisors first reported a position in MRK in Q4 2022 and has held it in 11 quarters since. The position peaked at $296K in Q1 2024. 711 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

SL Advisors held 1,992 shares of Merck worth $256K as of Q2 2026.
SL Advisors left its Merck share count unchanged in Q2 2026.
Merck made up 0.45% of SL Advisors's portfolio in Q2 2026, its #30 holding.
SL Advisors first reported a position in Merck in Q4 2022 and has held it in 11 quarters since.
SL Advisors's Merck position peaked at $296K in Q1 2024.
711 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on SL Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.