August Group Capital’s Merck MRK Stock Holding History

August Group Capital’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	$390K	Sell	3,033 -20	-0.7%	-$2.34K	0.43%	50
2026 Q1	$367K	Buy	3,053 +15	+0.5%	+$1.73K	0.43%	49
2025 Q4	$320K	Buy	+3,038	New	+$285K	0.35%	62

Other funds holding MRK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

August Group Capital's MRK Position: Q2 2026 in Review

August Group Capital reduced its Merck (MRK) stake by 0.66% in Q2 2026, selling an estimated $2.34K and leaving 3,033 shares worth $390K. The position accounts for 0.43% of the portfolio, ranked #50.

August Group Capital first reported a position in MRK in Q4 2025 and has held it in 3 quarters since. 3,829 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

August Group Capital held 3,033 shares of Merck worth $390K as of Q2 2026.
August Group Capital sold 20 Merck shares in Q2 2026, an estimated $2.34K.
Merck made up 0.43% of August Group Capital's portfolio in Q2 2026, its #50 holding.
August Group Capital first reported a position in Merck in Q4 2025 and has held it in 3 quarters since.
3,829 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on August Group Capital's 13F filing for Q2 2026, filed 11 Aug 2026.