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Convergence Investment Partners’s Merck MRK Stock Holding History

Convergence 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
Q1 		$5.63M Buy
46,800
+6,508
+16% +$751K 0.92% 23
2025
Q4 		$4.24M Buy
40,292
+17,734
+79% +$1.66M 0.84% 28
2025
Q3 		$1.89M Buy
22,558
+6,144
+37% +$506K 0.42% 73
2025
Q2 		$1.3M Sell
16,414
-126
-0.8% -$10K 0.33% 105
2025
Q1 		$1.48M Buy
16,540
+1,017
+7% +$95K 0.41% 77
2024
Q4 		$1.54M Sell
15,523
-7,516
-33% -$775K 0.35% 107
2024
Q3 		$2.62M Sell
23,039
-3,131
-12% -$372K 0.71% 40
2024
Q2 		$3.24M Buy
26,170
+3,193
+14% +$411K 0.95% 26
2024
Q1 		$3.03M Buy
22,977
+3,415
+17% +$421K 1.16% 22
2023
Q4 		$2.13M Sell
19,562
-560
-3% -$58.1K 1.11% 25
2023
Q3 		$2.07M Sell
20,122
-3,434
-15% -$370K 1.23% 23
2023
Q2 		$2.72M Sell
23,556
-4,519
-16% -$513K 1.56% 14
2023
Q1 		$2.99M Sell
28,075
-322
-1% -$34.8K 1.76% 10
2022
Q4 		$3.15M Sell
28,397
-360
-1% -$36.8K 1.87% 9
2022
Q3 		$2.48M Buy
28,757
+4,785
+20% +$427K 1.62% 12
2022
Q2 		$2.19M Buy
23,972
+3,436
+17% +$305K 1.32% 17
2022
Q1 		$1.69M Buy
20,536
+291
+1% +$22.9K 0.87% 40
2021
Q4 		$1.55M Sell
20,245
-291
-1% -$23.2K 0.79% 43
2021
Q3 		$1.54M Sell
20,536
-5,663
-22% -$431K 0.83% 40
2021
Q2 		$2.04M Buy
26,199
+4,927
+23% +$366K 0.88% 38
2021
Q1 		$1.56M Buy
21,272
+12,342
+138% +$910K 0.72% 51
2020
Q4 		$697K Sell
8,930
-9,622
-52% -$736K 0.35% 86
2020
Q3 		$1.47M Buy
18,552
+12,273
+195% +$961K 0.51% 56
2020
Q2 		$463K Sell
6,279
-9,952
-61% -$749K 0.16% 178
2020
Q1 		$1.19M Buy
16,231
+9,811
+153% +$771K 0.52% 56
2019
Q4 		$557K Sell
6,420
-68
-1% -$5.58K 0.16% 180
2019
Q3 		$521K Sell
6,488
-24,608
-79% -$1.97M 0.15% 181
2019
Q2 		$2.49M Sell
31,096
-3,533
-10% -$271K 0.6% 44
2019
Q1 		$2.75M Buy
34,629
+4,829
+16% +$361K 0.6% 48
2018
Q4 		$2.17M Buy
29,800
+23,642
+384% +$1.67M 0.5% 61
2018
Q3 		$417K Buy
6,158
+289
+5% +$18.4K 0.09% 241
2018
Q2 		$340K Buy
5,869
+115
+2% +$6.49K 0.05% 276
2018
Q1 		$299K Buy
5,754
+1,279
+29% +$69.1K 0.04% 271
2017
Q4 		$240K Sell
4,475
-824
-16% -$45.7K 0.03% 285
2017
Q3 		$324K Sell
5,299
-118
-2% -$7.15K 0.05% 294
2017
Q2 		$331K Buy
5,417
+840
+18% +$51.1K 0.05% 317
2017
Q1 		$277K Sell
4,577
-37,865
-89% -$2.3M 0.04% 322
2016
Q4 		$2.38M Sell
42,442
-45,130
-52% -$2.64M 0.33% 113
2016
Q3 		$5.21M Buy
87,572
+8,660
+11% +$506K 0.77% 16
2016
Q2 		$4.34M Buy
78,912
+21,180
+37% +$1.13M 0.6% 41
2016
Q1 		$2.92M Buy
57,732
+15,202
+36% +$745K 0.35% 103
2015
Q4 		$2.14M Sell
42,530
-119
-0.3% -$6K 0.24% 156
2015
Q3 		$2.01M Sell
42,649
-31,438
-42% -$1.67M 0.23% 150
2015
Q2 		$4.03M Sell
74,087
-40,320
-35% -$2.26M 0.4% 87
2015
Q1 		$6.28M Buy
114,407
+75,411
+193% +$4.27M 0.87% 8
2014
Q4 		$2.11M Buy
38,996
+14,262
+58% +$795K 0.28% 129
2014
Q3 		$1.4M Sell
24,734
-1,080
-4% -$60.6K 0.19% 171
2014
Q2 		$1.43M Buy
25,814
+650
+3% +$35.5K 0.19% 177
2014
Q1 		$1.36M Buy
25,164
+740
+3% +$38.3K 0.21% 151
2013
Q4 		$1.17M Sell
24,424
-41,067
-63% -$1.88M 0.19% 155
2013
Q3 		$2.98M Buy
65,491
+2,522
+4% +$115K 0.63% 32
2013
Q2 		$2.79M Buy
+62,969
New +$2.81M 0.72% 26

Other funds holding MRK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
VPM
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 $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
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

Convergence Investment Partners's MRK Position: Q1 2026 in Review

Convergence Investment Partners increased its Merck (MRK) stake by 16% in Q1 2026, buying an estimated $751K and bringing the position to 46,800 shares worth $5.63M. The position accounts for 0.92% of the portfolio, ranked #23.

Convergence Investment Partners first reported a position in MRK in Q2 2013 and has held it in 52 quarters since. The position peaked at $6.28M in Q1 2015. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Convergence Investment Partners held 46,800 shares of Merck worth $5.63M as of Q1 2026.
  • Convergence Investment Partners bought 6,508 Merck shares in Q1 2026, an estimated $751K.
  • Merck made up 0.92% of Convergence Investment Partners's portfolio in Q1 2026, its #23 holding.
  • Convergence Investment Partners first reported a position in Merck in Q2 2013 and has held it in 52 quarters since.
  • Convergence Investment Partners's Merck position peaked at $6.28M in Q1 2015.
  • 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Convergence Investment Partners's 13F filing for Q1 2026, filed 7 May 2026.