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Caldwell Sutter Capital’s Merck MRK Stock Holding History

Caldwell Sutter 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 		$1.18M Sell
9,164
-230
-2% -$26.9K 0.44% 57
2026
Q1 		$1.13M Sell
9,394
-75
-0.8% -$8.66K 0.46% 53
2025
Q4 		$997K Buy
9,469
+211
+2% +$19.8K 0.42% 62
2025
Q3 		$777K Buy
9,258
+2,035
+28% +$168K 0.33% 82
2025
Q2 		$572K Buy
7,223
+330
+5% +$26.2K 0.26% 103
2025
Q1 		$619K Buy
6,893
+374
+6% +$34.9K 0.29% 92
2024
Q4 		$649K Buy
6,519
+87
+1% +$8.97K 0.3% 89
2024
Q3 		$730K Sell
6,432
-1,343
-17% -$160K 0.34% 79
2024
Q2 		$963K Sell
7,775
-628
-7% -$80.9K 0.48% 55
2024
Q1 		$1.11M Sell
8,403
-338
-4% -$41.7K 0.53% 50
2023
Q4 		$953K Sell
8,741
-193
-2% -$20K 0.48% 60
2023
Q3 		$920K Sell
8,934
-392
-4% -$42.3K 0.51% 58
2023
Q2 		$1.08M Buy
9,326
+3,466
+59% +$394K 0.56% 44
2023
Q1 		$623K Buy
5,860
+2,845
+94% +$307K 0.45% 55
2022
Q4 		$335K Buy
+3,015
New +$308K 0.3% 75

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

Caldwell Sutter Capital's MRK Position: Q2 2026 in Review

Caldwell Sutter Capital reduced its Merck (MRK) stake by 2.4% in Q2 2026, selling an estimated $26.9K and leaving 9,164 shares worth $1.18M. The position accounts for 0.44% of the portfolio, ranked #57.

Caldwell Sutter Capital first reported a position in MRK in Q4 2022 and has held it in 15 quarters since. 3,844 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Caldwell Sutter Capital held 9,164 shares of Merck worth $1.18M as of Q2 2026.
  • Caldwell Sutter Capital sold 230 Merck shares in Q2 2026, an estimated $26.9K.
  • Merck made up 0.44% of Caldwell Sutter Capital's portfolio in Q2 2026, its #57 holding.
  • Caldwell Sutter Capital first reported a position in Merck in Q4 2022 and has held it in 15 quarters since.
  • 3,844 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.