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Custom Index Systems’s Merck MRK Stock Holding History

Custom Index Systems’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 		$317K Buy
2,465
+6
+0.2% +$702 0.11% 200
2026
Q1 		$296K Buy
+2,459
New +$284K 0.13% 203
2024
Q3 		– Sell
-2,659
Closed -$329K – 272
2024
Q2 		$329K Sell
2,659
-751
-22% -$96.7K 0.19% 172
2024
Q1 		$450K Sell
3,410
-675
-17% -$83.2K 0.26% 110
2023
Q4 		$445K Buy
+4,085
New +$424K 0.27% 93

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

Custom Index Systems's MRK Position: Q2 2026 in Review

Custom Index Systems increased its Merck (MRK) stake by 0.24% in Q2 2026, buying an estimated $702 and bringing the position to 2,465 shares worth $317K. The position accounts for 0.11% of the portfolio, ranked #200.

Custom Index Systems first reported a position in MRK in Q4 2023 and has held it in 5 quarters since. The position peaked at $450K in Q1 2024. 3,833 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Custom Index Systems held 2,465 shares of Merck worth $317K as of Q2 2026.
  • Custom Index Systems bought 6 Merck shares in Q2 2026, an estimated $702.
  • Merck made up 0.11% of Custom Index Systems's portfolio in Q2 2026, its #200 holding.
  • Custom Index Systems first reported a position in Merck in Q4 2023 and has held it in 5 quarters since.
  • Custom Index Systems's Merck position peaked at $450K in Q1 2024.
  • 3,833 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Custom Index Systems's 13F filing for Q2 2026, filed 14 Aug 2026.