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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
2023
Q4 		– Sell
-201,200
Closed -$2.71M – 45
2023
Q3 		$2.71M Buy
+201,200
New +$21.7M 3.65% 6

Other funds holding MRK

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
SP
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.