Brookwood Investment Group’s Merck MRK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$409K Buy
3,181
+2
+0.1% +$234 0.05% 345
2026
Q1
$382K Sell
3,179
-74
-2% -$8.54K 0.05% 337
2025
Q4
$342K Sell
3,253
-665
-17% -$62.4K 0.04% 365
2025
Q3
$329K Sell
3,918
-5,201
-57% -$428K 0.04% 357
2025
Q2
$722K Sell
9,119
-871
-9% -$69.2K 0.12% 181
2025
Q1
$897K Buy
+9,990
New +$933K 0.15% 137

Other funds holding MRK

Brookwood Investment Group's MRK Position: Q2 2026 in Review

Brookwood Investment Group increased its Merck (MRK) stake by 0.06% in Q2 2026, buying an estimated $234 and bringing the position to 3,181 shares worth $409K. The position accounts for 0.05% of the portfolio, ranked #345.

Brookwood Investment Group first reported a position in MRK in Q1 2025 and has held it in 6 quarters since. The position peaked at $897K in Q1 2025. 1,766 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Brookwood Investment Group held 3,181 shares of Merck worth $409K as of Q2 2026.
  • Brookwood Investment Group bought 2 Merck shares in Q2 2026, an estimated $234.
  • Merck made up 0.05% of Brookwood Investment Group's portfolio in Q2 2026, its #345 holding.
  • Brookwood Investment Group first reported a position in Merck in Q1 2025 and has held it in 6 quarters since.
  • Brookwood Investment Group's Merck position peaked at $897K in Q1 2025.
  • 1,766 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.