WAUI
MRK icon

WELLINGTON-ALTUS USA INC.’s Merck MRK Stock Holding History

WELLINGTON-ALTUS USA INC.’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 		$54K Hold
449
– – 0.04% 291
2026
Q1 		$57.7K Buy
449
+49
+12% +$5.66K 0.03% 318
2025
Q4 		$42.1K Buy
+400
New +$37.5K 0.03% 328

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

WELLINGTON-ALTUS USA INC.'s MRK Position: Q2 2026 in Review

WELLINGTON-ALTUS USA INC. held its Merck (MRK) position steady in Q2 2026 at 449 shares worth $54K. The position accounts for 0.04% of the portfolio, ranked #291.

WELLINGTON-ALTUS USA INC. first reported a position in MRK in Q4 2025 and has held it in 3 quarters since. The position peaked at $57.7K in Q1 2026. 3,845 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • WELLINGTON-ALTUS USA INC. held 449 shares of Merck worth $54K as of Q2 2026.
  • WELLINGTON-ALTUS USA INC. left its Merck share count unchanged in Q2 2026.
  • Merck made up 0.04% of WELLINGTON-ALTUS USA INC.'s portfolio in Q2 2026, its #291 holding.
  • WELLINGTON-ALTUS USA INC. first reported a position in Merck in Q4 2025 and has held it in 3 quarters since.
  • WELLINGTON-ALTUS USA INC.'s Merck position peaked at $57.7K in Q1 2026.
  • 3,845 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on WELLINGTON-ALTUS USA INC.'s 13F filing for Q2 2026, filed 17 Sep 2026.