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Bleakley Financial Group’s Merck MRK Stock Holding History

Bleakley Financial Group’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 		$20M Buy
155,898
+26,681
+21% +$3.12M 0.26% 74
2026
Q1 		$15.5M Buy
129,217
+2,930
+2% +$338K 0.24% 73
2025
Q4 		$13.3M Buy
126,287
+54,840
+77% +$5.15M 0.23% 77
2025
Q3 		$6M Buy
71,447
+1,732
+2% +$143K 0.14% 135
2025
Q2 		$5.52M Sell
69,715
-3,206
-4% -$255K 0.14% 139
2025
Q1 		$6.55M Sell
72,921
-9,565
-12% -$893K 0.21% 92
2024
Q4 		$8.21M Buy
82,486
+772
+0.9% +$79.6K 0.25% 71
2024
Q3 		$9.28M Sell
81,714
-83,306
-50% -$9.9M 0.28% 57
2024
Q2 		$20.4M Buy
165,020
+81,484
+98% +$10.5M 0.59% 28
2024
Q1 		$11M Buy
83,536
+3,036
+4% +$374K 0.32% 60
2023
Q4 		$8.78M Buy
80,500
+122
+0.2% +$12.7K 0.28% 67
2023
Q3 		$8.27M Sell
80,378
-78,759
-49% -$8.49M 0.29% 68
2023
Q2 		$18.4M Sell
159,137
-18,073
-10% -$2.05M 0.57% 32
2023
Q1 		$18.9M Buy
177,210
+5,626
+3% +$607K 0.63% 27
2022
Q4 		$19M Buy
+171,584
New +$17.5M 0.68% 24

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

Bleakley Financial Group's MRK Position: Q2 2026 in Review

Bleakley Financial Group increased its Merck (MRK) stake by 21% in Q2 2026, buying an estimated $3.12M and bringing the position to 155,898 shares worth $20M. The position accounts for 0.26% of the portfolio, ranked #74.

Bleakley Financial Group first reported a position in MRK in Q4 2022 and has held it in 15 quarters since. The position peaked at $20.4M in Q2 2024. 3,832 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Bleakley Financial Group held 155,898 shares of Merck worth $20M as of Q2 2026.
  • Bleakley Financial Group bought 26,681 Merck shares in Q2 2026, an estimated $3.12M.
  • Merck made up 0.26% of Bleakley Financial Group's portfolio in Q2 2026, its #74 holding.
  • Bleakley Financial Group first reported a position in Merck in Q4 2022 and has held it in 15 quarters since.
  • Bleakley Financial Group's Merck position peaked at $20.4M in Q2 2024.
  • 3,832 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.