Financial Insights’s Merck MRK Stock Holding History

Financial Insights’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	$227K	Buy	+1,764	New	+$206K	0.06%	141
2024 Q4	–	Sell	-5,340	Closed	-$606K	–	133
2024 Q3	$606K	Sell	5,340 -3,502	-40%	-$416K	0.19%	75
2024 Q2	$1.09M	Sell	8,842 -2,440	-22%	-$314K	0.3%	54
2024 Q1	$1.49M	Sell	11,282 -775	-6%	-$95.5K	0.42%	49
2023 Q4	$1.31M	Sell	12,057 -893	-7%	-$92.7K	0.41%	49
2023 Q3	$1.33M	Buy	12,950 +2,094	+19%	+$226K	0.47%	40
2023 Q2	$1.25M	Buy	10,856 +2,471	+29%	+$281K	0.46%	43
2023 Q1	$892K	Buy	8,385 +6,532	+353%	+$705K	0.36%	50
2022 Q4	$206K	Buy	+1,853	New	+$189K	0.1%	141

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 $3.38T AUM 44.17% 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

Financial Insights's MRK Position: Q2 2026 in Review

Financial Insights opened a new position in Merck (MRK) in Q2 2026: 1,764 shares worth $227K. The stake represents 0.06% of the portfolio and ranks #141 among its holdings. This is a return to the name: Financial Insights previously reported a position in MRK as recently as Q3 2024.

Financial Insights first reported a position in MRK in Q4 2022 and has held it in 9 quarters since. The position peaked at $1.49M in Q1 2024. 3,852 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Financial Insights held 1,764 shares of Merck worth $227K as of Q2 2026.
Merck was a new Financial Insights position in Q2 2026.
Merck made up 0.06% of Financial Insights's portfolio in Q2 2026, its #141 holding.
Financial Insights first reported a position in Merck in Q4 2022 and has held it in 9 quarters since.
Financial Insights's Merck position peaked at $1.49M in Q1 2024.
3,852 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Financial Insights's 13F filing for Q2 2026, filed 25 Aug 2026.