Y-Intercept (HK)’s Merck MRK Stock Holding History

Y-Intercept (HK)’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	$6.61M	Buy	+51,433	New	+$6.02M	0.13%	199
2025 Q3	–	Sell	-111,815	Closed	-$8.85M	–	1861
2025 Q2	$8.85M	Buy	+111,815	New	+$8.89M	0.22%	89
2024 Q2	–	Sell	-17,066	Closed	-$2.25M	–	1727
2024 Q1	$2.25M	Sell	17,066 -99,648	-85%	-$12.3M	0.17%	145
2023 Q4	$12.7M	Buy	+116,714	New	+$12.1M	1.18%	1
2023 Q2	–	Sell	-17,171	Closed	-$1.83M	–	1554
2023 Q1	$1.83M	Buy	+17,171	New	+$1.85M	0.21%	111
2022 Q4	–	Sell	-4,209	Closed	-$362K	–	1223
2022 Q3	$362K	Buy	+4,209	New	+$376K	0.04%	643
2022 Q2	–	Sell	-31,411	Closed	-$2.58M	–	1073
2022 Q1	$2.58M	Buy	31,411 +28,446	+959%	+$2.24M	0.59%	17
2021 Q4	$227K	Buy	+2,965	New	+$236K	0.05%	479
2021 Q3	–	Sell	-5,042	Closed	-$392K	–	818
2021 Q2	$392K	Buy	+5,042	New	+$375K	0.1%	330
2021 Q1	–	Sell	-9,597	Closed	-$738K	–	728
2020 Q4	$738K	Buy	+9,597	New	+$734K	0.31%	79

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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

Y-Intercept (HK)'s MRK Position: Q2 2026 in Review

Y-Intercept (HK) opened a new position in Merck (MRK) in Q2 2026: 51,433 shares worth $6.61M. The stake represents 0.13% of the portfolio and ranks #199 among its holdings. This is a return to the name: Y-Intercept (HK) previously reported a position in MRK as recently as Q2 2025.

Y-Intercept (HK) first reported a position in MRK in Q4 2020 and has held it in 10 quarters since. The position peaked at $12.7M in Q4 2023. 954 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Y-Intercept (HK) held 51,433 shares of Merck worth $6.61M as of Q2 2026.
Merck was a new Y-Intercept (HK) position in Q2 2026.
Merck made up 0.13% of Y-Intercept (HK)'s portfolio in Q2 2026, its #199 holding.
Y-Intercept (HK) first reported a position in Merck in Q4 2020 and has held it in 10 quarters since.
Y-Intercept (HK)'s Merck position peaked at $12.7M in Q4 2023.
954 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.