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Berkeley Inc’s Merck MRK Stock Holding History

Berkeley Inc’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 		$460K Hold
3,583
– – 0.14% 61
2026
Q1 		$431K Hold
3,583
– – 0.14% 61
2025
Q4 		$377K Buy
3,583
+10
+0.3% +$939 0.12% 63
2025
Q3 		$300K Sell
3,573
-8,586
-71% -$707K 0.1% 67
2025
Q2 		$962K Sell
12,159
-9,761
-45% -$776K 0.35% 45
2025
Q1 		$1.97M Sell
21,920
-6,273
-22% -$586K 0.92% 29
2024
Q4 		$2.8M Sell
28,193
-28,307
-50% -$2.92M 1.45% 24
2024
Q3 		$6.42M Buy
56,500
+28,308
+100% +$3.36M 1.87% 20
2024
Q2 		$3.49M Sell
28,192
-680
-2% -$87.6K 2.17% 19
2024
Q1 		$3.81M Buy
28,872
+201
+0.7% +$24.8K 2.31% 18
2023
Q4 		$3.13M Sell
28,671
-347
-1% -$36K 1.97% 20
2023
Q3 		$2.99M Sell
29,018
-69
-0.2% -$7.44K 2.04% 17
2023
Q2 		$3.36M Buy
29,087
+75
+0.3% +$8.52K 2.26% 16
2023
Q1 		$3.09M Sell
29,012
-671
-2% -$72.4K 2.24% 16
2022
Q4 		$3.29M Sell
29,683
-1,731
-6% -$177K 2.49% 13
2022
Q3 		$2.71M Buy
31,414
+881
+3% +$78.6K 2.28% 14
2022
Q2 		$2.78M Buy
30,533
+1,269
+4% +$113K 2.23% 14
2022
Q1 		$2.4M Buy
29,264
+4,495
+18% +$354K 1.68% 19
2021
Q4 		$1.9M Buy
24,769
+14,852
+150% +$1.18M 1.26% 23
2021
Q3 		$745K Buy
9,917
+443
+5% +$33.7K 0.55% 47
2021
Q2 		$737K Sell
9,474
-389
-4% -$28.9K 0.53% 47
2021
Q1 		$726K Buy
9,863
+227
+2% +$16.7K 0.54% 48
2020
Q4 		$752K Buy
+9,636
New +$737K 0.61% 46

Other funds holding MRK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Berkeley Inc's MRK Position: Q2 2026 in Review

Berkeley Inc held its Merck (MRK) position steady in Q2 2026 at 3,583 shares worth $460K. The position accounts for 0.14% of the portfolio, ranked #61.

Berkeley Inc first reported a position in MRK in Q4 2020 and has held it in 23 quarters since. The position peaked at $6.42M in Q3 2024. 3,833 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Berkeley Inc held 3,583 shares of Merck worth $460K as of Q2 2026.
  • Berkeley Inc left its Merck share count unchanged in Q2 2026.
  • Merck made up 0.14% of Berkeley Inc's portfolio in Q2 2026, its #61 holding.
  • Berkeley Inc first reported a position in Merck in Q4 2020 and has held it in 23 quarters since.
  • Berkeley Inc's Merck position peaked at $6.42M in Q3 2024.
  • 3,833 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Berkeley Inc's 13F filing for Q2 2026, filed 24 Jul 2026.