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MRK icon

Covestor’s Merck MRK Stock Holding History

Covestor’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 		$166K Sell
1,294
-519
-29% -$60.7K 0.1% 170
2026
Q1 		$218K Sell
1,813
-2,010
-53% -$232K 0.15% 99
2025
Q4 		$403K Sell
3,823
-1,627
-30% -$153K 0.21% 62
2025
Q3 		$458K Buy
5,450
+423
+8% +$34.8K 0.25% 37
2025
Q2 		$398K Buy
5,027
+2,479
+97% +$197K 0.23% 47
2025
Q1 		$229K Buy
2,548
+58
+2% +$5.42K 0.15% 114
2024
Q4 		$248K Buy
2,490
+1,342
+117% +$138K 0.16% 97
2024
Q3 		$130K Buy
1,148
+10
+0.9% +$1.19K 0.08% 376
2024
Q2 		$141K Buy
1,138
+114
+11% +$14.7K 0.09% 306
2024
Q1 		$135K Sell
1,024
-115
-10% -$14.2K 0.09% 331
2023
Q4 		$124K Sell
1,139
-1,138
-50% -$118K 0.08% 360
2023
Q3 		$234K Buy
2,277
+72
+3% +$7.76K 0.18% 73
2023
Q2 		$255K Sell
2,205
-333
-13% -$37.8K 0.19% 64
2023
Q1 		$270K Sell
2,538
-266
-9% -$28.7K 0.24% 49
2022
Q4 		$311K Buy
2,804
+375
+15% +$38.3K 0.25% 47
2022
Q3 		$209K Sell
2,429
-2,391
-50% -$213K 0.18% 76
2022
Q2 		$440K Buy
4,820
+1,750
+57% +$155K 0.35% 25
2022
Q1 		$252K Buy
3,070
+2,211
+257% +$174K 0.17% 93
2021
Q4 		$66K Buy
+859
New +$68.4K 0.09% 370

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

Covestor's MRK Position: Q2 2026 in Review

Covestor reduced its Merck (MRK) stake by 29% in Q2 2026, selling an estimated $60.7K and leaving 1,294 shares worth $166K. The position accounts for 0.1% of the portfolio, ranked #170.

Covestor first reported a position in MRK in Q4 2021 and has held it in 19 quarters since. The position peaked at $458K in Q3 2025. 3,818 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Covestor held 1,294 shares of Merck worth $166K as of Q2 2026.
  • Covestor sold 519 Merck shares in Q2 2026, an estimated $60.7K.
  • Merck made up 0.1% of Covestor's portfolio in Q2 2026, its #170 holding.
  • Covestor first reported a position in Merck in Q4 2021 and has held it in 19 quarters since.
  • Covestor's Merck position peaked at $458K in Q3 2025.
  • 3,818 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.