Causeway Capital Management’s Merck MRK Stock Holding History

Causeway Capital Management’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 Q1	$103M	Sell	854,212 -190,405	-18%	-$22M	1.26%	9
2025 Q4	$110M	Sell	1,044,617 -89,440	-8%	-$8.4M	1.51%	10
2025 Q3	$95.2M	Buy	1,134,057 +151,397	+15%	+$12.5M	1.26%	12
2025 Q2	$77.8M	Buy	982,660 +84,791	+9%	+$6.74M	1.23%	13
2025 Q1	$80.6M	Buy	897,869 +313,396	+54%	+$29.3M	1.68%	12
2024 Q4	$58.1M	Buy	+584,473	New	+$60.3M	1.32%	19
2020 Q3	–	Sell	-853,150	Closed	-$63M	–	85
2020 Q2	$63M	Sell	853,150 -671,734	-44%	-$50.6M	1.13%	24
2020 Q1	$112M	Sell	1,524,884 -330,191	-18%	-$26M	1.79%	17
2019 Q4	$161M	Sell	1,855,075 -62,330	-3%	-$5.12M	1.73%	19
2019 Q3	$154M	Buy	1,917,405 +72,867	+4%	+$5.84M	1.84%	20
2019 Q2	$148M	Buy	1,844,538 +17,906	+1%	+$1.37M	1.62%	21
2019 Q1	$145M	Buy	+1,826,632	New	+$137M	1.46%	19

Other funds holding MRK

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return