Corient Private Wealth
MRK icon

Corient Private Wealth’s Merck MRK Stock Holding History

Corient Private Wealth’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 		$307M Sell
2,391,313
-36,963
-2% -$4.33M 0.43% 48
2026
Q1 		$291M Sell
2,428,276
-4,964
-0.2% -$573K 0.42% 44
2025
Q4 		$256M Buy
2,433,240
+6,174
+0.3% +$580K 0.35% 55
2025
Q3 		$203M Sell
2,427,066
-2,510,882
-51% -$207M 0.32% 60
2025
Q2 		$391M Buy
4,937,948
+2,277,088
+86% +$181M 0.52% 29
2025
Q1 		$239M Sell
2,660,860
-454,904
-15% -$42.5M 0.39% 54
2024
Q4 		$310M Sell
3,115,764
-583,104
-16% -$60.1M 0.51% 37
2024
Q3 		$420M Buy
3,698,868
+204,837
+6% +$24.3M 0.66% 28
2024
Q2 		$433M Sell
3,494,031
-95,209
-3% -$12.3M 0.75% 24
2024
Q1 		$474M Buy
3,589,240
+32,978
+0.9% +$4.06M 0.84% 20
2023
Q4 		$388M Buy
3,556,262
+230,196
+7% +$23.9M 0.71% 28
2023
Q3 		$342M Buy
3,326,066
+77,673
+2% +$8.37M 0.79% 23
2023
Q2 		$375M Buy
3,248,393
+802,025
+33% +$91.1M 0.86% 21
2023
Q1 		$260M Buy
2,446,368
+705,674
+41% +$76.2M 0.7% 30
2022
Q4 		$193M Buy
+1,740,694
New +$178M 0.7% 28

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

Corient Private Wealth's MRK Position: Q2 2026 in Review

Corient Private Wealth reduced its Merck (MRK) stake by 1.5% in Q2 2026, selling an estimated $4.33M and leaving 2,391,313 shares worth $307M. The position accounts for 0.43% of the portfolio, ranked #48.

Corient Private Wealth first reported a position in MRK in Q4 2022 and has held it in 15 quarters since. The position peaked at $474M in Q1 2024. 3,833 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Corient Private Wealth held 2,391,313 shares of Merck worth $307M as of Q2 2026.
  • Corient Private Wealth sold 36,963 Merck shares in Q2 2026, an estimated $4.33M.
  • Merck made up 0.43% of Corient Private Wealth's portfolio in Q2 2026, its #48 holding.
  • Corient Private Wealth first reported a position in Merck in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's Merck position peaked at $474M in Q1 2024.
  • 3,833 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.