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Broadwater Capital’s Merck MRK Stock Holding History

Broadwater 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 		$3.8M Sell
29,582
-250
-0.8% -$29.3K 2.76% 10
2026
Q1 		$3.14M Hold
29,832
– – 2.35% 11
2025
Q4 		$3.14M Hold
29,832
– – 2.35% 11
2025
Q3 		$2.5M Sell
29,832
-2,331,669
-99% -$192M 1.83% 16
2025
Q2 		$2.36B Buy
2,361,501
+2,331,519
+7,776% +$185M 1.84% 18
2025
Q1 		$2.69M Hold
29,982
– – 2.11% 13
2024
Q4 		$2.98M Hold
29,982
– – 2.29% 12
2024
Q3 		$3.4M Sell
29,982
-250
-0.8% -$29.7K 2.51% 10
2024
Q2 		$3.74M Hold
30,232
– – 2.89% 8
2024
Q1 		$3.99M Sell
30,232
-800
-3% -$98.6K 3.06% 7
2023
Q4 		$3.38M Buy
+31,032
New +$3.22M 2.65% 8

Other funds holding MRK

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Broadwater Capital's MRK Position: Q2 2026 in Review

Broadwater Capital reduced its Merck (MRK) stake by 0.84% in Q2 2026, selling an estimated $29.3K and leaving 29,582 shares worth $3.8M. The position accounts for 2.76% of the portfolio, ranked #10.

Broadwater Capital first reported a position in MRK in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.36B in Q2 2025. 2,223 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Broadwater Capital held 29,582 shares of Merck worth $3.8M as of Q2 2026.
  • Broadwater Capital sold 250 Merck shares in Q2 2026, an estimated $29.3K.
  • Merck made up 2.76% of Broadwater Capital's portfolio in Q2 2026, its #10 holding.
  • Broadwater Capital first reported a position in Merck in Q4 2023 and has held it in 11 quarters since.
  • Broadwater Capital's Merck position peaked at $2.36B in Q2 2025.
  • 2,223 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Broadwater Capital's 13F filing for Q2 2026, filed 24 Jul 2026.