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Castlefield Investment Partners’s Merck MRK Stock Holding History

Castlefield Investment Partners’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 		$5.37M Sell
41,797
-1,896
-4% -$222K 3.65% 11
2026
Q1 		$5.26M Buy
43,693
+1,588
+4% +$183K 4.02% 9
2025
Q4 		$4.43M Buy
+42,105
New +$3.95M 3.42% 14

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

Castlefield Investment Partners's MRK Position: Q2 2026 in Review

Castlefield Investment Partners reduced its Merck (MRK) stake by 4.3% in Q2 2026, selling an estimated $222K and leaving 41,797 shares worth $5.37M. The position accounts for 3.65% of the portfolio, ranked #11.

Castlefield Investment Partners first reported a position in MRK in Q4 2025 and has held it in 3 quarters since. 3,829 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Castlefield Investment Partners held 41,797 shares of Merck worth $5.37M as of Q2 2026.
  • Castlefield Investment Partners sold 1,896 Merck shares in Q2 2026, an estimated $222K.
  • Merck made up 3.65% of Castlefield Investment Partners's portfolio in Q2 2026, its #11 holding.
  • Castlefield Investment Partners first reported a position in Merck in Q4 2025 and has held it in 3 quarters since.
  • 3,829 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Castlefield Investment Partners's 13F filing for Q2 2026, filed 13 Aug 2026.