DM
MRK icon

Diversified Management’s Merck MRK Stock Holding History

Diversified 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 		$1.15M Sell
8,961
-5,662
-39% -$663K 0.25% 52
2026
Q1 		$1.76M Buy
14,623
+5,985
+69% +$691K 0.3% 77
2025
Q4 		$909K Buy
+8,638
New +$811K 0.21% 63

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

Diversified Management's MRK Position: Q2 2026 in Review

Diversified Management reduced its Merck (MRK) stake by 39% in Q2 2026, selling an estimated $663K and leaving 8,961 shares worth $1.15M. The position accounts for 0.25% of the portfolio, ranked #52.

Diversified Management first reported a position in MRK in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.76M in Q1 2026. 3,815 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Diversified Management held 8,961 shares of Merck worth $1.15M as of Q2 2026.
  • Diversified Management sold 5,662 Merck shares in Q2 2026, an estimated $663K.
  • Merck made up 0.25% of Diversified Management's portfolio in Q2 2026, its #52 holding.
  • Diversified Management first reported a position in Merck in Q4 2025 and has held it in 3 quarters since.
  • Diversified Management's Merck position peaked at $1.76M in Q1 2026.
  • 3,815 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Diversified Management's 13F filing for Q2 2026, filed 10 Jul 2026.