Creative Capital Management Investments’s Merck MRK Stock Holding History

Creative Capital Management Investments’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	$165K	Buy	1,287 +174	+16%	+$20.4K	0.04%	101
2026 Q1	$134K	Hold	1,113	–	–	0.04%	76
2025 Q4	$117K	Hold	1,113	–	–	0.04%	81
2025 Q3	$93.4K	Sell	1,113 -375	-25%	-$30.9K	0.03%	89
2025 Q2	$118K	Buy	1,488 +375	+34%	+$29.8K	0.04%	74
2025 Q1	$99.9K	Hold	1,113	–	–	0.04%	78
2024 Q4	$111K	Hold	1,113	–	–	0.05%	71
2024 Q3	$126K	Hold	1,113	–	–	0.05%	64
2024 Q2	$138K	Hold	1,113	–	–	0.07%	52
2024 Q1	$147K	Buy	1,113 +270	+32%	+$33.3K	0.08%	48
2023 Q4	$91.9K	Hold	843	–	–	0.05%	62
2023 Q3	$86.8K	Hold	843	–	–	0.06%	62
2023 Q2	$97.3K	Hold	843	–	–	0.07%	55
2023 Q1	$89.7K	Hold	843	–	–	0.07%	74
2022 Q4	$94K	Buy	+843	New	+$86.2K	0.08%	58

Other funds holding MRK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Creative Capital Management Investments's MRK Position: Q2 2026 in Review

Creative Capital Management Investments increased its Merck (MRK) stake by 16% in Q2 2026, buying an estimated $20.4K and bringing the position to 1,287 shares worth $165K. The position accounts for 0.04% of the portfolio, ranked #101.

Creative Capital Management Investments first reported a position in MRK in Q4 2022 and has held it in 15 quarters since. 3,833 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Creative Capital Management Investments held 1,287 shares of Merck worth $165K as of Q2 2026.
Creative Capital Management Investments bought 174 Merck shares in Q2 2026, an estimated $20.4K.
Merck made up 0.04% of Creative Capital Management Investments's portfolio in Q2 2026, its #101 holding.
Creative Capital Management Investments first reported a position in Merck in Q4 2022 and has held it in 15 quarters since.
3,833 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Creative Capital Management Investments's 13F filing for Q2 2026, filed 24 Jul 2026.