CTFG
MRK icon

Capstone Triton Financial Group’s Merck MRK Stock Holding History

Capstone Triton 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 		$1.78M Buy
+13,829
New +$1.62M 1.02% 30
2026
Q1 		– Sell
-14,749
Closed -$1.55M – 99
2025
Q4 		$1.55M Buy
14,749
+582
+4% +$54.6K 1.03% 41
2025
Q3 		$1.19M Buy
14,167
+164
+1% +$13.5K 0.8% 50
2025
Q2 		$1.11M Buy
+14,003
New +$1.11M 0.8% 48
2024
Q4 		$1.58M Buy
15,915
+24
+0.2% +$2.47K 0.99% 34
2024
Q3 		$1.8M Sell
15,891
-151
-0.9% -$17.9K 1.15% 26
2024
Q2 		$1.99M Sell
16,042
-3
-0% -$386 1.39% 23
2024
Q1 		$2.12M Sell
16,045
-511
-3% -$63K 1.5% 22
2023
Q4 		$1.8M Sell
16,556
-3,749
-18% -$389K 1.32% 25
2023
Q3 		$2.09M Buy
20,305
+420
+2% +$45.3K 1.53% 22
2023
Q2 		$2.29M Buy
19,885
+102
+0.5% +$11.6K 1.58% 22
2023
Q1 		$2.1M Sell
19,783
-312
-2% -$33.7K 1.58% 23
2022
Q4 		$2.23M Sell
20,095
-507
-2% -$51.8K 1.79% 16
2022
Q3 		$1.77M Sell
20,602
-200
-1% -$17.9K 1.52% 19
2022
Q2 		$1.88M Sell
20,802
-158
-0.8% -$14K 1.42% 21
2022
Q1 		$1.77M Buy
+20,960
New +$1.65M 1.23% 26
2021
Q4 		– Sell
-22,170
Closed -$1.81M – 110
2021
Q3 		$1.81M Buy
22,170
+2,057
+10% +$156K 1.09% 28
2021
Q2 		$1.56M Buy
20,113
+1,941
+11% +$144K 0.96% 32
2021
Q1 		$1.34M Sell
18,172
-187
-1% -$13.8K 0.88% 36
2020
Q4 		$1.43M Buy
+18,359
New +$1.4M 0.88% 32

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

Capstone Triton Financial Group's MRK Position: Q2 2026 in Review

Capstone Triton Financial Group opened a new position in Merck (MRK) in Q2 2026: 13,829 shares worth $1.78M. The stake represents 1.02% of the portfolio and ranks #30 among its holdings. This is a return to the name: Capstone Triton Financial Group previously reported a position in MRK as recently as Q4 2025.

Capstone Triton Financial Group first reported a position in MRK in Q4 2020 and has held it in 20 quarters since. The position peaked at $2.29M in Q2 2023. 3,813 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Capstone Triton Financial Group held 13,829 shares of Merck worth $1.78M as of Q2 2026.
  • Merck was a new Capstone Triton Financial Group position in Q2 2026.
  • Merck made up 1.02% of Capstone Triton Financial Group's portfolio in Q2 2026, its #30 holding.
  • Capstone Triton Financial Group first reported a position in Merck in Q4 2020 and has held it in 20 quarters since.
  • Capstone Triton Financial Group's Merck position peaked at $2.29M in Q2 2023.
  • 3,813 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Capstone Triton Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.