Calamos Advisors
MRK icon

Calamos Advisors’s Merck MRK Stock Holding History

Calamos Advisors’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 		– Sell
-54,000
Closed -$5.68M – 1162
2026
Q1 		$5.68M Sell
54,000
-6,000
-10% -$693K 0.02% 530
2025
Q4 		$5.04M Buy
+60,000
New +$5.63M 0.02% 527
2025
Q3 		– Sell
-41,000
Closed -$3.68M – 973
2025
Q2 		$3.68M Buy
+41,000
New +$3.26M 0.01% 580
2023
Q4 		– Sell
-30,500
Closed -$3.52M – 958
2023
Q3 		$3.52M Buy
+30,500
New +$3.29M 0.02% 566

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

Calamos Advisors's MRK Position: Q2 2026 in Review

Calamos Advisors reduced its Merck (MRK) stake by 16% in Q2 2026, selling an estimated $14.9M and leaving 650,503 shares worth $83.6M. The position accounts for 0.28% of the portfolio, ranked #74.

Calamos Advisors first reported a position in MRK in Q2 2013 and has held it in 53 quarters since. The position peaked at $132M in Q1 2024. 3,833 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Calamos Advisors held 650,503 shares of Merck worth $83.6M as of Q2 2026.
  • Calamos Advisors sold 127,160 Merck shares in Q2 2026, an estimated $14.9M.
  • Merck made up 0.28% of Calamos Advisors's portfolio in Q2 2026, its #74 holding.
  • Calamos Advisors first reported a position in Merck in Q2 2013 and has held it in 53 quarters since.
  • Calamos Advisors's Merck position peaked at $132M in Q1 2024.
  • 3,833 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Calamos Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.