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Southern Capital Advisors’s Merck MRK Stock Holding History

Southern Capital 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 		$766K Buy
5,961
+8
+0.1% +$936 0.32% 30
2026
Q1 		$716K Hold
5,953
– – 0.34% 33
2025
Q4 		$627K Sell
5,953
-76
-1% -$7.13K 0.29% 42
2025
Q3 		$506K Sell
6,029
-118
-2% -$9.72K 0.24% 46
2025
Q2 		$487K Sell
6,147
-350
-5% -$27.8K 0.25% 47
2025
Q1 		$583K Buy
6,497
+782
+14% +$73K 0.32% 39
2024
Q4 		$569K Buy
5,715
+59
+1% +$6.08K 0.31% 40
2024
Q3 		$642K Buy
5,656
+1,058
+23% +$126K 0.36% 34
2024
Q2 		$569K Sell
4,598
-67
-1% -$8.63K 0.35% 39
2024
Q1 		$616K Buy
4,665
+267
+6% +$32.9K 0.37% 34
2023
Q4 		$479K Buy
4,398
+144
+3% +$14.9K 0.34% 36
2023
Q3 		$438K Sell
4,254
-14,807
-78% -$1.6M 0.36% 39
2023
Q2 		$2.2M Sell
19,061
-1,243
-6% -$141K 1.68% 14
2023
Q1 		$2.16M Buy
20,304
+1,262
+7% +$136K 1.6% 15
2022
Q4 		$2.11M Buy
19,042
+2,285
+14% +$234K 1.63% 17
2022
Q3 		$1.44M Buy
16,757
+1,618
+11% +$144K 1.18% 19
2022
Q2 		$1.38M Buy
15,139
+6,857
+83% +$608K 1.09% 22
2022
Q1 		$680K Buy
8,282
+49
+0.6% +$3.86K 0.47% 32
2021
Q4 		$631K Buy
+8,233
New +$656K 0.39% 37

Other funds holding MRK

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Southern Capital Advisors's MRK Position: Q2 2026 in Review

Southern Capital Advisors increased its Merck (MRK) stake by 0.13% in Q2 2026, buying an estimated $936 and bringing the position to 5,961 shares worth $766K. The position accounts for 0.32% of the portfolio, ranked #30.

Southern Capital Advisors first reported a position in MRK in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.2M in Q2 2023. 1,865 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Southern Capital Advisors held 5,961 shares of Merck worth $766K as of Q2 2026.
  • Southern Capital Advisors bought 8 Merck shares in Q2 2026, an estimated $936.
  • Merck made up 0.32% of Southern Capital Advisors's portfolio in Q2 2026, its #30 holding.
  • Southern Capital Advisors first reported a position in Merck in Q4 2021 and has held it in 19 quarters since.
  • Southern Capital Advisors's Merck position peaked at $2.2M in Q2 2023.
  • 1,865 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Southern Capital Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.