3Chopt Investment Partners’s Merck MRK Stock Holding History

3Chopt Investment Partners’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	$3.13M	Buy	24,198 +2,004	+9%	+$235K	0.59%	37
2026 Q1	$2.69M	Buy	22,194 +676	+3%	+$78K	0.62%	39
2025 Q4	$2.28M	Sell	21,518 -795	-4%	-$74.6K	0.51%	47
2025 Q3	$1.89M	Sell	22,313 -11,839	-35%	-$975K	0.43%	57
2025 Q2	$2.73M	Sell	34,152 -2,848	-8%	-$226K	0.66%	38
2025 Q1	$3.35M	Sell	37,000 -131	-0.4%	-$12.2K	0.88%	27
2024 Q4	$3.72M	Buy	37,131 +1,969	+6%	+$203K	1.28%	16
2024 Q3	$4.02M	Buy	35,162 +641	+2%	+$76.2K	1.44%	15
2024 Q2	$4.3M	Buy	34,521 +79	+0.2%	+$10.2K	1.31%	13
2024 Q1	$4.57M	Buy	34,442 +371	+1%	+$45.7K	1.88%	9
2023 Q4	$3.74M	Buy	34,071 +586	+2%	+$60.8K	1.38%	10
2023 Q3	$3.47M	Buy	33,485 +486	+1%	+$52.4K	2.05%	9
2023 Q2	$3.83M	Sell	32,999 -1,281	-4%	-$145K	1.92%	9
2023 Q1	$3.67M	Buy	34,280 +27	+0.1%	+$2.92K	1.96%	8
2022 Q4	$3.83M	Buy	+34,253	New	+$3.5M	2.09%	6

Other funds holding MRK

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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 Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

3Chopt Investment Partners's MRK Position: Q2 2026 in Review

3Chopt Investment Partners increased its Merck (MRK) stake by 9% in Q2 2026, buying an estimated $235K and bringing the position to 24,198 shares worth $3.13M. The position accounts for 0.59% of the portfolio, ranked #37.

3Chopt Investment Partners first reported a position in MRK in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.57M in Q1 2024. 1,867 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

3Chopt Investment Partners held 24,198 shares of Merck worth $3.13M as of Q2 2026.
3Chopt Investment Partners bought 2,004 Merck shares in Q2 2026, an estimated $235K.
Merck made up 0.59% of 3Chopt Investment Partners's portfolio in Q2 2026, its #37 holding.
3Chopt Investment Partners first reported a position in Merck in Q4 2022 and has held it in 15 quarters since.
3Chopt Investment Partners's Merck position peaked at $4.57M in Q1 2024.
1,867 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on 3Chopt Investment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.