Dale Q Rice Investment Management’s Merck MRK Stock Holding History

Dale Q Rice Investment Management’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	$502K	Sell	3,904 -63	-2%	-$7.37K	0.27%	41
2026 Q1	$477K	Sell	3,967 -151	-4%	-$17.4K	0.36%	40
2025 Q4	$433K	Hold	4,118	–	–	0.31%	43
2025 Q3	$360K	Hold	4,118	–	–	0.25%	50
2025 Q2	$339K	Sell	4,118 -4,118	-50%	-$327K	0.28%	49
2025 Q1	$739K	Sell	8,236 -422	-5%	-$39.4K	0.38%	41
2024 Q4	$861K	Buy	+8,658	New	+$893K	0.38%	36

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

Dale Q Rice Investment Management's MRK Position: Q2 2026 in Review

Dale Q Rice Investment Management reduced its Merck (MRK) stake by 1.6% in Q2 2026, selling an estimated $7.37K and leaving 3,904 shares worth $502K. The position accounts for 0.27% of the portfolio, ranked #41.

Dale Q Rice Investment Management first reported a position in MRK in Q4 2024 and has held it in 7 quarters since. The position peaked at $861K in Q4 2024. 3,820 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Dale Q Rice Investment Management held 3,904 shares of Merck worth $502K as of Q2 2026.
Dale Q Rice Investment Management sold 63 Merck shares in Q2 2026, an estimated $7.37K.
Merck made up 0.27% of Dale Q Rice Investment Management's portfolio in Q2 2026, its #41 holding.
Dale Q Rice Investment Management first reported a position in Merck in Q4 2024 and has held it in 7 quarters since.
Dale Q Rice Investment Management's Merck position peaked at $861K in Q4 2024.
3,820 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Dale Q Rice Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.